Podcast Episodes
Back to SearchHow to Dramatically Lower the Tax Bill on Your Roth Conversion
Season 1 Episode 227
David sits down with financial advisor Daniel Rondberg to discuss how to dramatically lower the tax bill on your Roth conversion.
They start the con…
3 years ago
The Top 2 Reasons to Have Indexed Universal Life
Season 1 Episode 226
David starts the conversation by describing why it makes sense to have indexed universal life insurance.
Did you know that any taxes you pay in your…
3 years, 1 month ago
Indexed Universal Life--How to Find the Right Carrier, Product and Advisor
Season 1 Episode 225
David starts the conversation by describing the three most important things you should look for in an IUL.
All good IULs are sponsored by financially…
3 years, 1 month ago
The Difference Between a Social Security Tax and a Penalty (And How to Avoid Them Both)
Season 1 Episode 224
David starts the conversation by describing the difference between a Social Security tax and a Social Security penalty - and whether it's possible to…
3 years, 1 month ago
Three Claims Pro-IUL TikTokkers Make About IUL (And Why They're Wrong)
Season 1 Episode 223
David debunks the top 3 unsubstantiated claims that pro-life insurance agents on social media make about IULs.
David starts the conversation by expla…
3 years, 1 month ago
How to Transform a $1 Million Inheritance into a Tax-Free Juggernaut
Season 1 Episode 222
David goes through five unique strategies to transform a $1 million inheritance into a tax-free asset.
Although a non-qualified inheritance is tax-fr…
3 years, 2 months ago
Indexed Universal Life is Too Expensive! (Dave Ramsey Debunked)
Season 1 Episode 221
Dave Ramsey and other financial gurus claim that indexed universal life insurance(IUL) is expensive and a ripoff. Are they right?
Suzie Orman even s…
3 years, 2 months ago
Dave McKnight versus Chris Kirkpatrick (Debunking Anti-IUL Claims)
Season 1 Episode 220
What are some of the most outrageous anti-IUL claims on the internet today? David debunks some shockingly misleading claims presented by social media…
3 years, 2 months ago
Dave Ramsey vs Indexed Universal Life--5 Claims Debunked
Season 1 Episode 219
What are Dave Ramsey's thoughts on Indexed Universal Life Insurance (IUL)? David debunks the 5 myths presented in Dave Ramsey's article on why you sh…
3 years, 2 months ago
Is Artificial Intelligence the Future of Retirement Planning? (I put ChatGPT to the Test)
Season 1 Episode 218
What is ChatGPT? David starts the conversation by explaining what ChatGPT is and the things that make it so revolutionary.
ChatGPT is so advanced it …
3 years, 2 months ago