Podcast Episodes
Back to SearchHow Roth IRAs and Life Insurance Can COMPLETELY SHIELD You and Your Heirs From a Doubling of Tax Rates
Season 1 Episode 247
The national debt is fast approaching $32 trillion dollars, nearly double from only a few short years ago. Neither parties are blame-free for the sit…
2 years, 8 months ago
Why the Roth IRA Is NOT Enough (Graham Stephan Is Wrong!)
Season 1 Episode 246
There are a number of popular finance YouTube personalities like Graham Stephan talking about how you can be a millionaire by simply contributing $18…
2 years, 8 months ago
How to Implement the Power of Zero Retirement Strategy
Season 1 Episode 245
Step one of the Power of Zero strategy is to realize that due to unfunded obligations for Social Security, Medicare, and Medicaid and interest on the…
2 years, 8 months ago
The Case for Contributing 30% of Your Retirement Savings to an LIRP
Season 1 Episode 244
Your LIRP functions as the ideal volatility buffer because it grows safely and productively in a tax-free way.
According to a recent study by Ernst &…
2 years, 8 months ago
Dave Ramsey Is Disastrously Wrong on Roth Conversions
Season 1 Episode 243
The biggest issue with Dave Ramsey's view on Roth Conversions, and most of his advice in general, is his one-size-fits-all approach which costs his l…
2 years, 9 months ago
Roth Conversions: Avoid This Bracket at All Costs!
Season 1 Episode 242
We know for sure that we currently have three more years of historic tax rates.
The good news is that it's fairly likely that those tax rates will be…
2 years, 9 months ago
Here's Why They're Going to Extend the Trump Tax Cuts Before 2024
Season 1 Episode 241
The Trump tax cuts went into effect at the end of 2017, but because they lacked a supermajority of approval in Congress those tax cuts had an expirat…
2 years, 9 months ago
Do ALL Financial Gurus Hate Cash Value Life Insurance?
Season 1 Episode 240
For David, financial gurus seem to hold a deep hatred for permanent life insurance – be it whole life, universal life, index universal life, or varia…
2 years, 9 months ago
Should you do a Roth 401(k) or a Traditional 401(k)? (The Answer May Surprise You!)
Season 1 Episode 239
The decision of whether to contribute to a Roth 401(k) or a Traditional 401(k) all comes down to whether you are likely to be in a higher tax bracket…
2 years, 10 months ago
Ramit Sethi is WRONG About Annuities and Cash Value Life Insurance
Season 1 Episode 238
When it comes to investing, I'll Teach You to Be Rich author Ramit Sethi sees whole life insurance, annuities, and Primerica as major red flags.
Davi…
2 years, 10 months ago