Podcast Episodes
Back to SearchEffective Tax Rate vs Marginal Tax Rate in POZ Planning Decisions
Season 1 Episode 177
Today's episode focuses on the difference between your effective and marginal tax rate and which one is relevant in different financial planning cont…
4 years ago
How to Avoid Sequence of Return Risk in Your LIRP
Season 1 Episode 176
David explains how, normally, we think of the sequence of return risk as the risk associated with the order in which you experience investment return…
4 years ago
Two Ways to Use the LIRP to Get to Tax-Free
Season 1 Episode 175
There are dozens of contexts in which life insurance gets used, but 95% of the time, and from a Power of Zero planning standpoint, it gets used in tw…
4 years ago
Can Mitt Romney Save America?
Season 1 Episode 174
David discusses how Mitt Romney is at the forefront of trying to save Social Security, Medicare, Medicaid, solve the national debt problem, all while…
4 years, 1 month ago
How to Best Position the LIRP in Your POZ Strategy
Season 1 Episode 173
Mark Byelich doesn't know when taxes are ever going to be lower than they are right now.
David sees Medicare, not Social Security, as the main issue …
4 years, 1 month ago
The POZ Moves You Should Be Making Right Now
Season 1 Episode 172
Normally, it takes a year to add $1 trillion to the national debt. With Covid-19, we have added $6 trillion to the debt. Something that usually happe…
4 years, 1 month ago
Why Your LIRP MUST Have Interest in Arrears and Daily Sweeps
Season 1 Episode 171
In a previous episode of the Power of Zero Show, David discussed the importance of having a guaranteed 0% loan provision in your LIRP.
Beware: even i…
4 years, 1 month ago
Can Long-Term Capital Gains Push You Into a Higher Tax Bracket for Roth Conversions?
Season 1 Episode 170
Today's episode focuses on outlining the basic differences between long-term capital gains and ordinary income taxes, and showing how they interact w…
4 years, 2 months ago
Why Your LIRP MUST Have a Guaranteed 0% Loan Provision
Season 1 Episode 169
David's upcoming book, The Infinity Code, is a novel that talks about important financial concepts and themes, and that will keep you on the edge of …
4 years, 2 months ago
Is Joe Manchin Coming Back to the Table on Build Back Better?
Season 1 Episode 168
Episode 165 of the Power of Zero show covered how Joe Manchin gave a firm 'No' to Joe Biden's signature legislation, the Build Back Better plan, in i…
4 years, 2 months ago