Podcast Episodes
Back to SearchHow Gen Z Should Save for Retirement
Season 1 Episode 287
David talks about the Power of Zero "philosophy," as well as a recent Penn Wharton study saying that, if all we do is continue on this same course, b…
1 year, 11 months ago
Why Ken Fisher Does NOT Want You to Do a Roth Conversion
Season 1 Episode 286
Today’s video is from David’s conversation with financial advisor Bruce Hosler.
They discuss why financial advisors like Ken Fisher don't want you to…
1 year, 11 months ago
How Much of Your Social Security is REALLY Getting Taxed? (and At What Rate?)
Season 1 Episode 285
How much of your social security is getting taxed, at what rate, and is there anything you can do about it?
Unfortunately, the IRS doesn't make it ea…
1 year, 11 months ago
Why Don't More Financial Advisors Recommend Indexed Universal Life?
Season 1 Episode 284
This episode addresses whether the mainstream financial planning community is justified in avoiding Indexed Universal Life.
Lately, social media has …
1 year, 11 months ago
Your Roth Conversion Roadmap for the Next 10 Years and Beyond
Season 1 Episode 283
David discusses how much of your IRA you should convert, in what amounts and over what time frame.
If you're not convinced by the possible dramatic i…
1 year, 11 months ago
Clark Howard Says Fixed Indexed Annuities Stink! (My Response)
Season 1 Episode 282
David addresses Clark Howard's viewpoint that seems to want to invite people to never consider a fixed index annuity.
Despite interacting with thous…
2 years ago
Is IUL the Dream Investment that Doug Andrew Claims?
Season 1 Episode 281
Doug Andrew called the IUL a dream investment, but is it the silver bullet retirement account he claims it to be?
David goes through Doug Andrew's c…
2 years ago
The Two 5-Year Roth Rules Explained
Season 1 Episode 280
This episode explores the two different five-year rules for Roth IRAs instituted by the IRS to prevent people from abusing them.
The first five-year …
2 years ago
Warren Buffet Says AVOID Financial Advisors Like the Plague (Is He Right?)
Season 1 Episode 279
At a recent Berkshire Hathaway annual shareholder meeting, Warren Buffett shared his thoughts on why he sees financial advisors as the worst people t…
2 years ago
George Kamel Swings and Misses on Indexed Universal Life
Season 1 Episode 278
George Kamel recently released a video on index universal life. On the surface, it looks like a ruthless exposé of a financial scam that millions of …
2 years, 1 month ago