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| Episode | Date |
|---|---|
|
Five Roth Conversion Myths Busted: What Most Americans Get Wrong
|
Nov 26, 2025 |
|
Two Experts Debate When You Should Take Social Security—But here's the TRUTH!
|
Nov 19, 2025 |
|
What REALLY Happened with Kyle Busch's $8 Million Lawsuit against Pacific Life
|
Nov 12, 2025 |
|
The Financial Guru Hall of Shame--Who's Leading You Off a Cliff?
|
Nov 05, 2025 |
|
Suze Orman Says 3%, Bill Bengen Says 4.7%--Who's Right on Sustainable Withdrawal Rates?
|
Oct 29, 2025 |
|
Why Dave Ramsey's Roth Conversion Advice Could Cost You a Fortune
|
Oct 22, 2025 |
|
Four Ways to Pay Tax on Your Roth Conversion
|
Oct 15, 2025 |
|
I'm 52 Years Old and Have No Bonds in My Portfolio (Smart or Dangerous?)
|
Oct 08, 2025 |
|
Dave Ramsey is Right About Bonds, but Not for the Reasons He Thinks
|
Oct 01, 2025 |
|
What is the Power of Zero Retirement Philosophy?
|
Sep 24, 2025 |
|
Greatest Retirement Mistake
|
Sep 17, 2025 |
|
The Hidden Costs of Whole Life Insurance
|
Sep 10, 2025 |
|
Why You Should Replace Your Bonds with an Annuity
|
Sep 03, 2025 |
|
Where Dave Ramsey and Suze Orman Fit and Where They Don't
|
Aug 27, 2025 |
|
If A.I. Leads to Universal Basic Income, How High Will Taxes Have to Go to Pay for It?
|
Aug 20, 2025 |
|
Social Security and Medicare Trustees Just Dropped a Bombshell (New Dates for Insolvency)
|
Aug 13, 2025 |
|
Five Mathematical Reasons to Delay Retirement by Five Years
|
Aug 06, 2025 |
|
Vanguard--4 to 5% Stock Market Growth Over Next 10 Years (Should You Change Your Retirement Strategy?)
|
Jul 30, 2025 |
|
Should You Take Social Security Early Given the Scary Trust Fund Report?
|
Jul 23, 2025 |
|
The Vindication of Indexed Universal Life and Fixed Indexed Annuities: What the Ernst & Young Study Finally Proves
|
Jul 16, 2025 |
|
Can Republicans Actually Make the Trump Tax Cuts Permanent?
|
Jul 09, 2025 |
|
Doug Andrew: Consider Rolling Your IRA into an IUL (Good idea?)
|
Jul 02, 2025 |
|
Financial Collapse in 3 Years?
|
Jun 25, 2025 |
|
Will Safe Harbor Rules Protect You If You Do a 4th Quarter Roth Conversion?
|
Jun 18, 2025 |
|
How to Avoid the Roth Over-Conversion Trap
|
Jun 11, 2025 |
|
The Problem with Target Date Funds
|
Jun 04, 2025 |
|
I've Maxed Out My 401(k), Now What?
|
May 28, 2025 |
|
Why Does the Incoming SEC Chair Paul Atkins Have 54 Life Insurance Policies?
|
May 21, 2025 |
|
The 8 Taxes You Could Pay When Doing a Roth Conversion (Is it worth it?)
|
May 14, 2025 |
|
Should You Take More Risk in Your Roth Accounts Than Your Other Investments?
|
May 07, 2025 |
|
Debunking Doug Andrew's Roth IRA Hit Job Video
|
Apr 30, 2025 |
|
What Percentage of Your Retirement Savings Should You Have in Traditional IRA vs. Roth?
|
Apr 23, 2025 |
|
The Five Cardinal Rules of Roth Conversions
|
Apr 16, 2025 |
|
How to Take Advantage of the Retirement Income Valley for Roth Conversions
|
Apr 09, 2025 |
|
In What Order Should I Spend Down My Assets in Retirement?
|
Apr 02, 2025 |
|
Suze Orman Says Have 3 to 5 Years of Living Expenses in CASH During Retirement (Good Idea?)
|
Mar 26, 2025 |
|
5 Huge Benefits of the Roth IRA!
|
Mar 19, 2025 |
|
Two Huge Problems with Whole Life Insurance
|
Mar 12, 2025 |
|
Academics LOVE Annuities – Why Do Investors HATE Them?
|
Mar 05, 2025 |
|
How IUL Fits in a Balanced Approach to Tax-Free Retirement
|
Feb 26, 2025 |
|
Your Authoritative Guide to Tax-Free Retirement Planning in 2025
|
Feb 19, 2025 |
|
Expecting a Pension? Strongly Consider a Roth Conversion
|
Feb 12, 2025 |
|
Dave Ramsey: Fire Your Tax Advisor for Recommending a 401(k)!
|
Feb 05, 2025 |
|
The Guru Gap: How America's Financial Gurus Are Leading You Astray and How to Get Back on Track
|
Jan 29, 2025 |
|
Suze Orman: Here's Why Annuities Are So Bad! (Avoid Them at All Costs!)
|
Jan 22, 2025 |
|
Congress Approves $200 Billion in Additional Social Security Benefits: Do You Qualify?
|
Jan 15, 2025 |
|
At What Tax Bracket Should I STOP Contributing to Roth: Responding to The Money Guy Show
|
Jan 08, 2025 |
|
New Study: Retirees with Annuities Spend MORE than Those Who Rely on Investments Alone
|
Jan 01, 2025 |
|
The US Debt Crisis: Will DOGE Really Move the Needle?
|
Dec 25, 2024 |
|
Why I Wrote a Book Exposing Dave Ramsey
|
Dec 18, 2024 |
|
First Major Book Critical of Dave Ramsey Retirement Advice Set to Publish
|
Dec 11, 2024 |
|
First Book Critiquing Dave Ramsey's Retirement Advice Set to Publish
|
Dec 04, 2024 |
|
How to Tell If a Financial Guru Is Telling You the Truth
|
Nov 27, 2024 |
|
What Trump's Election Means for Your Roth Conversion Strategy
|
Nov 20, 2024 |
|
The Huge ERROR in the Dave Ramsey-George Kamel Plan to Pay Off Your Home in 10 Years
|
Nov 13, 2024 |
|
The Top 6 Reasons to Do a Roth Conversion
|
Nov 06, 2024 |
|
Understanding the Tricky Roth 401(k) Distribution Rules
|
Oct 30, 2024 |
|
Is Dave Ramsey STILL Wrong on Roth Conversions?
|
Oct 23, 2024 |
|
Grant Cardone: Never Own a Home, Go to College or Invest in a 401(k)! (YIKES)
|
Oct 16, 2024 |
|
The Easiest, Low-Hassle Way to Become a Millionaire (2nd Place isn't even close)
|
Oct 09, 2024 |
|
Ben Shapiro: Here's What Will Happen to the National Debt Under Kamala Harris
|
Oct 02, 2024 |
|
How Do I Do a Roth Conversion and Which Forms Will I Need?
|
Sep 25, 2024 |
|
Eight IUL Deal-breakers You Should Watch Out For
|
Sep 18, 2024 |
|
Updated Rules on Missed RMDs
|
Sep 11, 2024 |
|
4 Ways to Build Tax-Free Wealth for High-Income Earners
|
Sep 04, 2024 |
|
Can I Avoid IRMAA When Doing a Roth Conversion?
|
Aug 28, 2024 |
|
Suze Orman goes on EPIC IUL Rant--"I'm BEGGING you not to do them!"
|
Aug 21, 2024 |
|
The #1 Reason Why People Don't Do a Roth Conversion
|
Aug 14, 2024 |
|
Why You Must Do a Roth Conversion Before Your Spouse Dies (Bonus: Your Kids Will Love You)
|
Aug 07, 2024 |
|
Critiquing George Kamel's 8-Step Plan for a Successful Retirement (#5 Will Sink You)
|
Jul 31, 2024 |
|
How Life Insurance and Annuities Can Help Maximize Your Retirement
|
Jul 24, 2024 |
|
Will Trump Extend The Tax Cuts If Elected?
|
Jul 17, 2024 |
|
Can Social Security, Medicare and Medicaid Be Saved?
|
Jul 10, 2024 |
|
How the Current U.S. Debt-to-GDP Trajectory Could Kill Your Retirement Plan
|
Jul 03, 2024 |
|
How Soon Will AI Replace Financial Advisors?
|
Jun 26, 2024 |
|
Beware of This Tax Bracket When Doing a Roth Conversion
|
Jun 19, 2024 |
|
The Ticking Time Bomb in Your Cash Value Life Insurance
|
Jun 12, 2024 |
|
The Most Dangerous Retirement Advice from Suze Orman, Dave Ramsey and Ken Fisher
|
Jun 05, 2024 |
|
The Fatal Flaw in Suze Orman and Dave Ramsey's Retirement Planning Advice
|
May 29, 2024 |
|
Here's What Happens When You Put 30% of Your Retirement Savings into Cash Value Life Insurance
|
May 22, 2024 |
|
What Dave Ramsey DOESN'T Want You to Know About Indexed Universal Life
|
May 15, 2024 |
|
First Glimpse at Your Tax Bracket in 2026 (And What It Will Cost You)
|
May 08, 2024 |
|
How Gen Z Should Save for Retirement
|
May 01, 2024 |
|
How Much of Your Social Security is REALLY Getting Taxed? (and At What Rate?)
|
Apr 17, 2024 |
|
Why Don't More Financial Advisors Recommend Indexed Universal Life?
|
Apr 10, 2024 |
|
Your Roth Conversion Roadmap for the Next 10 Years and Beyond
|
Apr 03, 2024 |
|
Clark Howard Says Fixed Indexed Annuities Stink! (My Response)
|
Mar 27, 2024 |
|
Is IUL the Dream Investment that Doug Andrew Claims?
|
Mar 20, 2024 |
|
The Two 5-Year Roth Rules Explained
|
Mar 13, 2024 |
|
Warren Buffet Says AVOID Financial Advisors Like the Plague (Is He Right?)
|
Mar 06, 2024 |
|
George Kamel Swings and Misses on Indexed Universal Life
|
Feb 28, 2024 |
|
Is Ken Fisher's Anti-Annuity Stance Illegal?
|
Feb 21, 2024 |
|
Suze Orman vs. Dave Ramsey on Sustainable Withdrawal Rates in Retirement
|
Feb 14, 2024 |
|
Is a 100% Tax-Free Retirement Really Possible?
|
Feb 07, 2024 |
|
A Recent Penn Wharton Study Says that the U.S. has 20 Years to Fix Debt or Face Cataclysm
|
Jan 31, 2024 |
|
How to Figure Out How Much Money to Save for Retirement
|
Jan 24, 2024 |
|
The Best Way to Make Sure Your Money Lasts as Long as You Do
|
Jan 17, 2024 |
|
Exposing the IUL TikTok Trap
|
Jan 10, 2024 |
|
Expert Warns Your Effective Tax Rate Could Double by 2030
|
Jan 03, 2024 |
|
HonestMath.com Weighs In on Dave Ramsey's Epic Meltdown Over the 4% Rule
|
Dec 27, 2023 |
|
The Worst IUL TikTok Video You've Ever Seen (Financial Malpractice on FULL Display)
|
Dec 20, 2023 |
|
How to Take SUSTAINABLE 8% Withdrawal Rates in Retirement (Not the Dave Ramsey Way)
|
Dec 13, 2023 |
|
How to Become a Tax-Free Millionaire (with Tom Hegna)
|
Dec 06, 2023 |
|
The Caller on Dave Ramsey's Viral 4% Rule Meltdown Speaks Out! (My Interview with Jay Disberger)
|
Nov 29, 2023 |
|
Dave Ramsey Eviscerates Co-Host George Kamel for Preaching the 4% Rule
|
Nov 22, 2023 |
|
The Three Types of Tax-free Retirement Advisors (And Which One's the BEST for You)
|
Nov 15, 2023 |
|
How to Get Rich the Dave Ramsey Way! (Hint: 10% Withdrawals in Retirement)
|
Nov 08, 2023 |
|
Complete Your Roth Conversion by THIS Date or LOSE!
|
Nov 01, 2023 |
|
What your Financial Advisor Is NOT Telling You About Roth Conversions
|
Oct 25, 2023 |
|
Why Cash Value Life Insurance is EXPLODING in Popularity (Despite What Critics Say)
|
Oct 18, 2023 |
|
Dave Ramsey Beat the S&P 500 Over the Last 30 Years Because "It's not hard to do."
|
Oct 11, 2023 |
|
Don't Buy an IUL Until You Listen to This Podcast!
|
Oct 04, 2023 |
|
1-minute Summary of Every David McKnight Book on Retirement
|
Sep 27, 2023 |
|
My Review of the Anti-IUL Book "Lapsed"
|
Sep 20, 2023 |
|
Dave Ramsey Says You Can Take an 8% Withdrawal Rate in Retirement! (Is He Right?)
|
Sep 13, 2023 |
|
The Truth About Doug Andrew's Retirement Philosophy
|
Sep 06, 2023 |
|
Why do Major Money Institutions HATE Tax-free Investing?
|
Aug 30, 2023 |
|
Dave Ramsey Is WRONG About Fixed Indexed Annuities
|
Aug 23, 2023 |
|
Financial Guru Loses $400k to Ill-Advised Roth Conversion (Is Your Money Safe?)
|
Aug 16, 2023 |
|
Jeremy Schneider--All CPAs, CFPs and FInancial Advisors Hate IUL (My Response)
|
Aug 09, 2023 |
|
The Truth About Dave Ramsey's Investment Philosophy
|
Aug 02, 2023 |
|
How Roth IRAs and Life Insurance Can COMPLETELY SHIELD You and Your Heirs From a Doubling of Tax Rates
|
Jul 26, 2023 |
|
Why the Roth IRA Is NOT Enough (Graham Stephan Is Wrong!)
|
Jul 19, 2023 |
|
How to Implement the Power of Zero Retirement Strategy
|
Jul 12, 2023 |
|
The Case for Contributing 30% of Your Retirement Savings to an LIRP
|
Jul 05, 2023 |
|
Dave Ramsey Is Disastrously Wrong on Roth Conversions
|
Jun 28, 2023 |
|
Roth Conversions: Avoid This Bracket at All Costs!
|
Jun 21, 2023 |
|
Here's Why They're Going to Extend the Trump Tax Cuts Before 2024
|
Jun 14, 2023 |
|
Do ALL Financial Gurus Hate Cash Value Life Insurance?
|
Jun 07, 2023 |
|
Should you do a Roth 401(k) or a Traditional 401(k)? (The Answer May Surprise You!)
|
May 31, 2023 |
|
Ramit Sethi is WRONG About Annuities and Cash Value Life Insurance
|
May 24, 2023 |
|
Dave Ramsey Says Don't Do an IUL Because of Its Surrender Charges (Is He Right?)
|
May 17, 2023 |
|
Now is the Best Time in History to Get to the 0% Tax Bracket
|
May 10, 2023 |
|
Does the IUL REALLY Work?
|
May 03, 2023 |
|
Dave Ramsey Is WRONG About the National Debt
|
Apr 26, 2023 |
|
Ernst & Young Study on Using Permanent Life Insurance for Retirement Income (Surprising Results!)
|
Apr 19, 2023 |
|
Max Loan Challenge: Whole Life vs IUL in a Fixed Account
|
Apr 12, 2023 |
|
"That's a Lie!" Angry Senator Confronts Janet Yellen Over Social Security Bankruptcy
|
Apr 05, 2023 |
|
The 5 Biggest IUL Mistakes (And How to Avoid Them)
|
Mar 29, 2023 |
|
How to Avoid Over-Converting Your Roth IRA
|
Mar 22, 2023 |
|
Why the Middle Class Could Soon Be Paying 45% Effective Tax Rates
|
Mar 15, 2023 |
|
How to Dramatically Lower the Tax Bill on Your Roth Conversion
|
Mar 08, 2023 |
|
The Top 2 Reasons to Have Indexed Universal Life
|
Mar 01, 2023 |
|
Indexed Universal Life--How to Find the Right Carrier, Product and Advisor
|
Feb 22, 2023 |
|
The Difference Between a Social Security Tax and a Penalty (And How to Avoid Them Both)
|
Feb 15, 2023 |
|
Three Claims Pro-IUL TikTokkers Make About IUL (And Why They're Wrong)
|
Feb 08, 2023 |
|
How to Transform a $1 Million Inheritance into a Tax-Free Juggernaut
|
Feb 01, 2023 |
|
Indexed Universal Life is Too Expensive! (Dave Ramsey Debunked)
|
Jan 25, 2023 |
|
Dave McKnight versus Chris Kirkpatrick (Debunking Anti-IUL Claims)
|
Jan 18, 2023 |
|
Dave Ramsey vs Indexed Universal Life--5 Claims Debunked
|
Jan 11, 2023 |
|
Is Artificial Intelligence the Future of Retirement Planning? (I put ChatGPT to the Test)
|
Jan 04, 2023 |
|
The 12 Rules of Tax-Free Investing (Updated and Revised)
|
Dec 28, 2022 |
|
Which LIRP is Best For You?
|
Dec 21, 2022 |
|
The Roth Conversion Mistake That Could Sink Your Retirement
|
Dec 14, 2022 |
|
The Top 5 Ways to Protect Yourself from Higher Taxes
|
Dec 07, 2022 |
|
What's the Latest Update for Secure Act 2.0?
|
Nov 30, 2022 |
|
Why Does Dave Ramsey Hate Permanent Life Insurance?
|
Nov 23, 2022 |
|
How Do I Protect My Pension From Rising Taxes?
|
Nov 16, 2022 |
|
Will There Be a Great Depression in 2030?
|
Nov 09, 2022 |
|
A Massive Increase to 401(k) Contribution Limits and Other IRS Thresholds
|
Nov 02, 2022 |
|
Should You Convert Your IRA While the Market Is Down?
|
Oct 26, 2022 |
|
Should the Federal Government Get Rid of the Roth IRA?
|
Oct 19, 2022 |
|
The Truth about Suze Orman
|
Oct 12, 2022 |
|
How to Supercharge Your Roth Conversion with a Reverse Mortgage
|
Oct 05, 2022 |
|
Is the Federal Government Going to Tax Your Roth IRA?
|
Sep 28, 2022 |
|
How to Take Money Out of Your 401(k) or IRA 100% Tax-Free
|
Sep 21, 2022 |
|
"Financial Advisors Are a Rip-off!"
|
Sep 14, 2022 |
|
Hastening the Debt Apocalypse – Student Loan Forgiveness
|
Sep 07, 2022 |
|
The Truth About Ken Fisher (Are Annuities Bad?)
|
Aug 31, 2022 |
|
When Should You Use an LIRP?
|
Aug 24, 2022 |
|
Did Joe Biden Just Solve the National Debt Crisis?
|
Aug 17, 2022 |
|
The Inflation Reduction Act of 2022--Will It Raise Your Taxes?
|
Aug 10, 2022 |
|
Whole Life vs. Indexed Universal Life and More…
|
Aug 03, 2022 |
|
How to Mitigate Long-term Care Risk…Without the Heartburn
|
Jul 27, 2022 |
|
Can You Retire on Life Insurance Alone?
|
Jul 20, 2022 |
|
The Bombshell in the 2022 Social Security Trustees Report
|
Jul 13, 2022 |
|
The Anatomy of a Debt Apocalypse
|
Jul 06, 2022 |
|
The Five Things Your LIRP Must Have
|
Jun 29, 2022 |
|
Catch 22: Inflation or Recession?
|
Jun 22, 2022 |
|
The Dave Ramsey Buy Term and Invest the Difference Fallacy
|
Jun 15, 2022 |
|
Could Inflation Lead to Higher Taxes?
|
Jun 08, 2022 |
|
The Biggest Objection to a Tax-Free Retirement
|
Jun 01, 2022 |
|
The Truth About Municipal Bonds
|
May 25, 2022 |
|
The Tax Freight Train Bearing Down on Your Retirement Plan
|
May 18, 2022 |
|
The Truth About Dave Ramsey
|
May 11, 2022 |
|
What is the Obamacare Surtax (And Should You Worry About It)?
|
May 04, 2022 |
|
When Should You Draw Social Security in a Rising Tax Rate Environment?
|
Apr 27, 2022 |
|
Should High Income Earners Do Roth Conversions?
|
Apr 20, 2022 |
|
A Huge Surprise in the Secure Act 2.0
|
Apr 13, 2022 |
|
When is the True Fiscal Day of Reckoning for Our Country?
|
Apr 06, 2022 |
|
The LIRP vs Stock Market Investing
|
Mar 30, 2022 |
|
Effective Tax Rate vs Marginal Tax Rate in POZ Planning Decisions
|
Mar 23, 2022 |
|
How to Avoid Sequence of Return Risk in Your LIRP
|
Mar 16, 2022 |
|
Two Ways to Use the LIRP to Get to Tax-Free
|
Mar 09, 2022 |
|
Can Mitt Romney Save America?
|
Mar 02, 2022 |
|
How to Best Position the LIRP in Your POZ Strategy
|
Feb 23, 2022 |
|
The POZ Moves You Should Be Making Right Now
|
Feb 16, 2022 |
|
Why Your LIRP MUST Have Interest in Arrears and Daily Sweeps
|
Feb 09, 2022 |
|
Can Long-Term Capital Gains Push You Into a Higher Tax Bracket for Roth Conversions?
|
Feb 02, 2022 |
|
Why Your LIRP MUST Have a Guaranteed 0% Loan Provision
|
Jan 26, 2022 |
|
Is Joe Manchin Coming Back to the Table on Build Back Better?
|
Jan 19, 2022 |
|
My Interview with Rebecca Walser, Author of Wealth Unbroken, Part 2
|
Jan 12, 2022 |
|
My Interview with Rebecca Walser, Author of Wealth Unbroken, Part 1
|
Jan 05, 2022 |
|
Joe Manchin Kills the BBB; What this Means for POZ Strategy
|
Dec 29, 2021 |
|
Why the National Debt Has Hamstrung the Fed and Legislative Update
|
Dec 22, 2021 |
|
Interview with Doug Orchard, Director of The Baby Boomer Dilemma
|
Dec 15, 2021 |
|
Is Inflation Here to Stay?
|
Dec 08, 2021 |
|
What I Would Do If I Were President
|
Dec 01, 2021 |
|
My Upcoming Book, Legislative Update and Thoughts on Hyperinflation
|
Nov 24, 2021 |
|
Updated Tax Thresholds for 2022 AND Is the Biden Tax Plan Really Cost Neutral?
|
Nov 17, 2021 |
|
How to Access Your 401(k) Prior to 59 1/2 without Penalty
|
Nov 10, 2021 |
|
Can a Billionaire's Tax Save Joe Biden's Signature Legislation
|
Nov 03, 2021 |
|
The Importance of Multiple Streams of Tax-Free Income
|
Oct 27, 2021 |
|
Is Biden's Tax Plan Going Up in Smoke?
|
Oct 20, 2021 |
|
The Bi-Partisan Debt Extravaganza
|
Oct 13, 2021 |
|
The POZ Worldview: David McKnight versus Dr. Larry Kotlikoff
|
Oct 06, 2021 |
|
7 Takeaways from the Recent House Tax Bill
|
Sep 29, 2021 |
|
Is the US About to Default on Its Debt?
|
Sep 22, 2021 |
|
Could Joe Manchin Sink Joe Biden's Tax Bill?
|
Sep 15, 2021 |
|
How Renowned Football Coaches Are Using the LIRP
|
Sep 08, 2021 |
|
Could the Biden Tax Legislation be Retroactive?
|
Sep 01, 2021 |
|
News on the Timing of the Biden Tax Changes
|
Aug 25, 2021 |
|
Do Retirees With Annuities Have More Fun?
|
Aug 18, 2021 |
|
A Major Change to Social Security?
|
Aug 11, 2021 |
|
Is Joe Biden's Tax Proposal Losing Steam?
|
Aug 04, 2021 |
|
The LIRP: When Does It Make Sense and How Old Is Too Old?
|
Jul 28, 2021 |
|
The Psychology of Guaranteed Income and How Much Money Is Enough
|
Jul 21, 2021 |
|
Battle of the Massive Retirement Accounts: Peter Thiel vs. Mitt Romney
|
Jul 14, 2021 |
|
Three Possible Scenarios for Rising Tax Rates
|
Jul 07, 2021 |
|
What's in Biden's New Budget Proposal?
|
Jun 30, 2021 |
|
Higher Taxes for the Middle Class? My Interview with Maya MacGuineas (Part 2)
|
Jun 23, 2021 |
|
Higher Taxes for the Middle Class? My Interview with Maya MacGuineas (Part 1)
|
Jun 16, 2021 |
|
America's True National Debt – Part 2
|
Jun 09, 2021 |
|
America's True National Debt – Part 1
|
Jun 02, 2021 |
|
The Coming Depression in 2030: My Interview with Brian Beaulieu
|
May 26, 2021 |
|
The Secure Retirement Act 2.0 – 6 Things You Need to Know
|
May 19, 2021 |
|
The United States' Demographic Time Bomb
|
May 12, 2021 |
|
The Joe Biden Capital Gains Tax Proposal
|
May 05, 2021 |
|
The Case for Replacing Bonds with Annuities
|
Apr 28, 2021 |
|
The Bernie Sanders Estate Tax Plan
|
Apr 21, 2021 |
|
The Scourge of Modern Monetary Theory
|
Apr 14, 2021 |
|
The Latest on Joe Biden's Tax Plan
|
Apr 07, 2021 |
|
Busting the Annuity Myths: My Interview with Tom Hegna (Part 2)
|
Mar 31, 2021 |
|
Busting the Annuity Myths: My Interview with Tom Hegna (Part 1)
|
Mar 24, 2021 |
|
How to Protect Yourself from Our Country's Fiscal Challenges: My Interview with Van Mueller (Part 2)
|
Mar 17, 2021 |
|
How to Protect Yourself from Our Country's Fiscal Challenges: My Interview with Van Mueller (Part 1)
|
Mar 10, 2021 |
|
"From Forever Taxed to Never Taxed": My Interview with Ed Slott (Part 2)
|
Mar 03, 2021 |
|
"From Forever Taxed to Never Taxed": My Interview with Ed Slott (Part 1)
|
Feb 24, 2021 |
|
An 8-Year Extension on Middle Class Tax Cuts?
|
Feb 17, 2021 |
|
Financial Planning Changes and Updates for 2021
|
Feb 10, 2021 |
|
Changes to Section 7702 -- An LIRP Christmas Miracle
|
Feb 03, 2021 |
|
My Interview with Former US Comptroller General David Walker (Part 2)
|
Jan 27, 2021 |
|
My Interview with Former US Comptroller General David Walker (Part 1)
|
Jan 20, 2021 |
|
How to Maximize Your Net Worth When Doing Roth Conversions & More
|
Jan 13, 2021 |
|
My Take On Financial Gurus, Tax Fear Mongering, Tax Payment Procrastination, and More
|
Jan 06, 2021 |
|
A Power of Zero Amazon Review Rebutted
|
Dec 30, 2020 |
|
Will America Be a Super Power in 2040, My Review of David Walker's New Book (Part 2)
|
Dec 23, 2020 |
|
Will America Be a Super Power in 2040, My Review of David Walker's New Book (Part 1)
|
Dec 16, 2020 |
|
The ABCs of POZ
|
Dec 09, 2020 |
|
My Thoughts on the Securing a Strong Retirement Act of 2020
|
Dec 02, 2020 |
|
My Post-Mortem on the Presidential Election
|
Nov 25, 2020 |
|
Tax-Free Income for Life Preview, Part 3 – The Secret to Mitigating Tax-Rate Risk and Longevity Risk within the Very Same Financial Plan
|
Nov 17, 2020 |
|
Tax-Free Income for Life Preview, Part 2 – How the Traditional Approach to Lifetime Income Annuities Could Spell Disaster for Your Retirement
|
Nov 11, 2020 |
|
Tax-Free Income for Life Preview, Part 1 – The Surprising Benefits of Guaranteed Lifetime Income
|
Nov 04, 2020 |
|
The Real Tax Implications of Biden's 401(k) Proposal
|
Oct 28, 2020 |
|
The Post-Mortem on Trump's First Term
|
Oct 21, 2020 |
|
What is The Elite POZ Advisor Group?
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Oct 14, 2020 |
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5 Tax Changes You Can Expect If Donald Trump Is Re-Elected
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Oct 07, 2020 |
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Why Most People Are Doing HSAs All Wrong
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Sep 30, 2020 |
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The Grand Unified Theory on a Happy Retirement, Part 2 – Principles 6-12
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Sep 23, 2020 |
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The Grand Unified Theory on a Happy Retirement, Part 1 – Principles 1-6
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Sep 16, 2020 |
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Is Joe Biden Coming for Your 401(k)?
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Sep 09, 2020 |
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Five Things Your LIRP Must Have
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Sep 02, 2020 |
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How to Avoid Over-Converting Your IRA
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Aug 26, 2020 |
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Can We Print Our Way Out of Our Problems?
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Aug 19, 2020 |
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If You've Won the Game, Should You Quit Playing?
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Aug 12, 2020 |
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How a Piecemeal Internal Roth Conversion (PIRC) Could Save Your Retirement
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Aug 05, 2020 |
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Can You Be Too Old to Implement an LIRP?
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Jul 29, 2020 |
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What to Expect if Joe Biden Gets Elected
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Jul 22, 2020 |
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What Is Time-Segmented Investing?
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Jul 15, 2020 |
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What Dalio, Cooperman, Slott, Kotlikoff and Swedroe Have Recently Said About the Future of Tax Rates
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Jul 08, 2020 |
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What is a Before and After Comparison? (And Why You Might Need One)
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Jul 01, 2020 |
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Will Taxing the Rich Alone Solve Our Fiscal Challenges?
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Jun 24, 2020 |
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My Family's Escape from Puerto Rico Following Hurricane Maria (and Financial Lessons Learned)
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Jun 17, 2020 |
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Anticipating an Inheritance? Here's How to Plan for Tax Efficiency
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Jun 10, 2020 |
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What Is the Coronavirus-Related Distribution (CRD) Roth Conversion Loophole (And Should You Do It?)
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Jun 03, 2020 |
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What Happens if the U.S. Defaults on Its Debt?
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May 27, 2020 |
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How to Turn the 2020 Waived RMD In Your Favor
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May 20, 2020 |
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The Morality of the 0% Tax Bracket
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May 13, 2020 |
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How Long Will the Step-Up-Basis Loophole Last?
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May 06, 2020 |
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Should I Do a Roth 401k?
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Apr 29, 2020 |
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Should a Single Person Own an LIRP?
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Apr 22, 2020 |
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Should I Fund My LIRP or Annuity While the Market Is Down? with David McKnight
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Apr 15, 2020 |
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What You Need to Know about the COVID-19 Stimulus Bill with David McKnight
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Apr 08, 2020 |
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Why Now Is the Perfect Time to Do a Roth Conversion with David McKnight
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Apr 01, 2020 |
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Can the LIRP Serve as the Bond Portion of Your Portfolio? with David McKnight
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Mar 25, 2020 |
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My Thoughts on the Coronavirus with David McKnight
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Mar 18, 2020 |
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An Ominous Warning from the U.S. Comptroller General with David McKnight
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Mar 11, 2020 |
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The Perils of Paying Long-Term Care Expenses from Your Tax-Deferred Bucket with David McKnight
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Mar 04, 2020 |
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Is Your Annuity in the Wrong Bucket? with David McKnight
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Feb 26, 2020 |
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How Life Insurance Will Replace the Stretch IRA with David McKnight
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Feb 19, 2020 |
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Is The 4% Rule Still Viable? with David McKnight
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Feb 12, 2020 |
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The Difference Between Tax-Deferred and Tax-Free with David McKnight
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Feb 05, 2020 |
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Could the Federal Government Take Away Your Roth or LIRP? with David McKnight
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Jan 29, 2020 |
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What You Need to Know About Tax Changes in 2020 with David McKnight
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Jan 22, 2020 |
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Is Our Country's Fiscal Condition Past the Point of No Return? with David McKnight
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Jan 15, 2020 |
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The SECURE Act Passes–Implications for Power of Zero Planning with David McKnight
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Jan 08, 2020 |
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Will the POZ Approach Increase My Medicare Premium? with David McKnight
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Jan 01, 2020 |
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Will the Power of Zero Approach Still Be Valid after 2025? with David McKnight
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Dec 25, 2019 |
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Last Call For Roth Conversions! with David McKnight
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Dec 18, 2019 |
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If Taxes Are Supposed to Go Up, Why Did They Just Go Down? with David McKnight
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Dec 11, 2019 |
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What Is a Risk Multiplier? with David McKnight
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Dec 04, 2019 |
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When Bumping from a 12% to a 22% Tax Bracket Makes Sense with David McKnight
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Nov 27, 2019 |
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The 12 Rules for a Power of Zero Retirement with David McKnight
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Nov 20, 2019 |
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The Holy Grail of Financial Planning with David McKnight
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Nov 13, 2019 |
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What is the Public Pension Liability Crisis? with David McKnight
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Nov 06, 2019 |
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What is an L.I.R.P. Conversion? with David McKnight
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Oct 30, 2019 |
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Meet the Politician Who Sounds Exactly Like a Power of Zero Advisor with David McKnight
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Oct 23, 2019 |
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Should I Take the Lump Sum Option with My Pension? with David McKnight
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Oct 16, 2019 |
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Why Line 10 Is My Very Favorite Line on the Tax Return with David McKnight
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Oct 09, 2019 |
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The Hallmarks of a True Power of Zero Advisor with David McKnight
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Oct 02, 2019 |
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How to Get Your Social Security 100% Tax-Free with David McKnight
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Sep 25, 2019 |
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My Response to an Amazon Review Critical of The Power of Zero with David McKnight
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Sep 18, 2019 |
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All About MEC's, 1035 Exchanges and Life Insurance Taxation with David McKnight
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Sep 11, 2019 |
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Do LIRP's Really Have High Fees? with David McKnight
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Sep 04, 2019 |
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The Great Roth Conversion Myth with David McKnight
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Aug 28, 2019 |
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How the 72(t) Can Help You Get To Zero with David McKnight
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Aug 21, 2019 |
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3 Huge Retirement Mistakes and How To Avoid Them with David McKnight
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Aug 14, 2019 |
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Reverse Mortagages with David McKnight and Harlan Accola
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Aug 07, 2019 |
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15 Things You Should Know about the Roth IRA--Part 2 with David McKnight
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Jul 31, 2019 |
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15 Things You Should Know about the Roth IRA--Part 1 with David McKnight
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Jul 24, 2019 |
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Why Your Tax Rates Could Double (No Matter What) with David McKnight
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Jul 17, 2019 |
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The Surprising Tax Benefits of Living in Puerto Rico with David McKnight
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Jul 10, 2019 |
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Part 2, Jonathan Krueger from Living a Richer Life By Design, interviews David McKnight
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Jul 03, 2019 |
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Jonathan Krueger from Living a Richer Life By Design, interviews David McKnight
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Jun 26, 2019 |
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The SECURE Retirement Act: Implications for Your Retirement with David McKnight
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Jun 19, 2019 |
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Can You Have Too Much Money To Get To The 0% Tax Bracket? with David McKnight
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Jun 12, 2019 |
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A Power of Zero Case Study (Pension Example) with David McKnight
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Jun 05, 2019 |
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A Power of Zero Case Study (No Pension) with David McKnight
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May 29, 2019 |
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Five Key Takeaways of The Power of Zero Message with David McKnight
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May 22, 2019 |
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When Should I Take Social Security? with David McKnight
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May 15, 2019 |
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The Historic Timing of the Power of Zero Message with David McKnight
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May 08, 2019 |
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What's Better, A Chronic Illness Rider or a LTC Rider? with David McKnight
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May 01, 2019 |
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A Conversation with Doug Orchard, The Power of Zero Documentary Producer, with David McKnight
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Apr 24, 2019 |
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What's Better: Traditional LTC, Asset Based LTC, or Permanent Life Insurance? with David McKnight
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Apr 17, 2019 |
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Sneak Peek: The Audio of Chapter 1 of "The Volatility Shield" with David McKnight
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Apr 10, 2019 |
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What's Better - the Roth IRA or the LIRP? with David McKnight
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Apr 03, 2019 |
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The Back Door Roth and Roth Recharacterizations with David McKnight
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Mar 27, 2019 |
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My Next Book "The Volatility Shield" Releases Today! - with David McKnight
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Mar 20, 2019 |
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The Four Types of LIRP's (And How to Find the Right One for You) with David McKnight
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Mar 13, 2019 |
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How To Implement The Power of Zero Strategy with David McKnight
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Mar 06, 2019 |
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Should I Do A Roth Conversion? with David McKnight
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Feb 27, 2019 |
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What is the Fiscal Gap? with David McKnight
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Feb 20, 2019 |
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How To Take Tax-Free Distribution From Your Life Insurance Policy with David McKnight
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Feb 13, 2019 |
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Should I Use Life Insurance For Long-Term Care? with David McKnight
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Feb 06, 2019 |
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Four Ways To Save Our Country From Financial Ruin with David McKnight
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Jan 30, 2019 |
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David McKnight's Interview with the Nation's #1 Financial Podcast, Stacking Benjamins
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Jan 23, 2019 |
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Jill Schlesinger from CBS Radio Interviews David McKnight
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Jan 16, 2019 |
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The Volatility Buffer with David McKnight
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Jan 09, 2019 |
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Pensions and the Zero Percent Tax Bracket with David McKnight
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Jan 02, 2019 |
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Clark Howard Article With David McKnight
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Dec 26, 2018 |
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Power of Zero Documentary with David McKnight
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Dec 19, 2018 |
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The Tax Sale of a Lifetime with David McKnight
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Dec 12, 2018 |
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The Life Insurance Retirement Plan with David McKnight
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Dec 05, 2018 |
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The Power of Tax Free Investments with David McKnight
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Nov 28, 2018 |
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Tax Deferred Investments with David McKnight
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Nov 21, 2018 |
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The Taxable Bucket with David McKnight
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Nov 14, 2018 |
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The Coming Tax Storm with David McKnight
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Nov 01, 2018 |