Podcast Episodes
Back to SearchThe Biggest Objection to a Tax-Free Retirement
Season 1 Episode 187
"I don't want to pay the taxes on my Roth Conversion" is the single greatest objection David sees every week.
David believes that whoever makes that …
3 years, 10 months ago
The Truth About Municipal Bonds
Season 1 Episode 186
Today's podcast explains why it might be a massive mistake to invest in municipal bonds. The reason why this is such an important topic is our unusua…
3 years, 10 months ago
The Tax Freight Train Bearing Down on Your Retirement Plan
Season 1 Episode 185
For David, the problem is that the U.S. has promised its people way more than it can afford to pay. The debt clock says $30 trillion, which is a mind…
3 years, 10 months ago
The Truth About Dave Ramsey
Season 1 Episode 184
In this episode, David wants to share the truth about Dave Ramsey, look at the two pillars of his financial worldview, and deconstruct those beliefs.…
3 years, 10 months ago
What is the Obamacare Surtax (And Should You Worry About It)?
Season 1 Episode 183
David explains how Obamacare surtax, which was introduced back in 2013 when Obamacare passed, works and who it affects.
The 3.8% of Obamacare surtax …
3 years, 10 months ago
When Should You Draw Social Security in a Rising Tax Rate Environment?
Season 1 Episode 182
This episode revolves around when you should draw social security in a rising tax environment.
David believes that if you have taken stock of the fis…
3 years, 11 months ago
Should High Income Earners Do Roth Conversions?
Season 1 Episode 181
This episode focuses on a question David recently got from a couple – they made $650,000 per year and wanted to know whether they should consider doi…
3 years, 11 months ago
A Huge Surprise in the Secure Act 2.0
Season 1 Episode 180
In May 2021, David recorded a podcast that focused on the Secure Act 2.0, the follow-up to the Secure Act that completely killed the stretch IRA and …
3 years, 11 months ago
When is the True Fiscal Day of Reckoning for Our Country?
Season 1 Episode 179
In this episode, David focuses on the true fiscal day of reckoning for the U.S., and how it should inform important retirement decisions when it come…
3 years, 11 months ago
The LIRP vs Stock Market Investing
Season 1 Episode 178
The idea behind today's episode comes from a conversation David had with someone at a recent event he spoke at. He praised the LIRP as the "perfect S…
4 years ago