Podcast Episodes
Back to SearchMy Interview with Rebecca Walser, Author of Wealth Unbroken, Part 2
Season 1 Episode 167
As David explains, there are two ways of controlling our budget: raising revenue or reducing spending (or some combination of the two), just like an …
4 years, 2 months ago
My Interview with Rebecca Walser, Author of Wealth Unbroken, Part 1
Season 1 Episode 166
Rebecca Walser thinks that the 401(k) is a failed experiment. In her opinion, the Revenue Act of 1978 was nothing more than a corporate tax dodge for…
4 years, 2 months ago
Joe Manchin Kills the BBB; What this Means for POZ Strategy
Season 1 Episode 165
David has been tracking Joe Biden's Build Back Better plan for the last 6 months – and the sticking points have been Joe Manchin and Kyrsten Sinema. …
4 years, 3 months ago
Why the National Debt Has Hamstrung the Fed and Legislative Update
Season 1 Episode 164
David's latest book, the Infinity Code, is centered around the story of a shadowy cabal bent on transforming the US monetary policy and has recently …
4 years, 3 months ago
Interview with Doug Orchard, Director of The Baby Boomer Dilemma
Season 1 Episode 163
The Baby Boomer Dilemma came about because of Doug's work with David in the past. After a podcast crowdfunding event last January, Doug received enou…
4 years, 3 months ago
Is Inflation Here to Stay?
Season 1 Episode 162
Inflation is here, the question is "Is it here to stay?" Consumer prices soared in October 2021 and are up 6.2% from a year earlier, the fastest incr…
4 years, 3 months ago
What I Would Do If I Were President
Season 1 Episode 161
As a financial advisor, David came up with the concept of the three buckets and a quick five-minute presentation to convey the idea to clients. This …
4 years, 4 months ago
My Upcoming Book, Legislative Update and Thoughts on Hyperinflation
Season 1 Episode 160
The situation with the Biden infrastructure plan continues to evolve. Senators Joe Manchin and Krysten Sinema have continued to be obstacles in the D…
4 years, 4 months ago
Updated Tax Thresholds for 2022 AND Is the Biden Tax Plan Really Cost Neutral?
Season 1 Episode 159
Joe Biden has talked about how his tax plan is cost neutral, where the increases in taxes on the wealthiest Americans will offset the costs. Maya Mac…
4 years, 4 months ago
How to Access Your 401(k) Prior to 59 1/2 without Penalty
There is a little-known part of the IRS tax code that allows you to access your 401(k) or 403(b) prior to 59 and a half without penalty.
Traditionall…
4 years, 4 months ago