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Don't Buy an IUL Until You Listen to This Podcast!

Season 1 Episode 257

David breaks down a recent article by financial advisor Brian Manderscheid on what insurance agents don't tell you about Indexed Universal Life (IUL)…

2 years, 5 months ago

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1-minute Summary of Every David McKnight Book on Retirement

Season 1 Episode 256

David gives a 1-minute summary of all his books on retirement. 

The Power of Zero: How to Get to the 0% Tax Bracket and Transform Your Retirement.

T…

2 years, 6 months ago

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My Review of the Anti-IUL Book "Lapsed"

Season 1 Episode 255

David reviews an anti-IUL book, LAPSED, written by financial advisor Elan Moas, who believes IULs are designed to fail rather than succeed.

According…

2 years, 6 months ago

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Dave Ramsey Says You Can Take an 8% Withdrawal Rate in Retirement! (Is He Right?)

Season 1 Episode 254

Today's episode revolves around whether Dave Ramsey is right – or wrong – in saying that people can take an 8% withdrawal rate in retirement.

A group…

2 years, 6 months ago

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The Truth About Doug Andrew's Retirement Philosophy

Season 1 Episode 253

David starts the conversation by describing why he's not a huge fan of Doug Andrew's retirement philosophy.

David then talks about the differences be…

2 years, 6 months ago

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Why do Major Money Institutions HATE Tax-free Investing?

Season 1 Episode 252

David starts the conversation by breaking down his book, Power of Zero, and the problem with America's ever-rising national debt.

For David, the goal…

2 years, 7 months ago

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Dave Ramsey Is WRONG About Fixed Indexed Annuities

Season 1 Episode 251

David starts the conversation by describing why he believes Dave Ramsey is wrong about Fixed Indexed Annuities.

In a recent live call, Dave Ramsey re…

2 years, 7 months ago

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Financial Guru Loses $400k to Ill-Advised Roth Conversion (Is Your Money Safe?)

Season 1 Episode 250

David starts the conversation by describing how a financial guru, Derek Sall, allegedly lost $400k in an ill-advised Roth conversation.

According to …

2 years, 7 months ago

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Jeremy Schneider--All CPAs, CFPs and FInancial Advisors Hate IUL (My Response)

Season 1 Episode 249

Jeremy Schneider is a financial guru who claims to have retired at the age of 36 with four million dollars.

He recently shared an anecdote about a yo…

2 years, 7 months ago

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The Truth About Dave Ramsey's Investment Philosophy

Season 1 Episode 248

Regardless of your age, proximity to retirement, or financial profile, Dave Ramsey recommends the exact same investment allocation: divided equally a…

2 years, 8 months ago

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