Podcast Episodes
Back to SearchThe Latest on Joe Biden's Tax Plan
Season 1 Episode 127
Now that Joe Biden has the pandemic relief bill behind him, he can begin to focus on his tax plan which he heavily campaigned on before the election.…
4 years, 11 months ago
Busting the Annuity Myths: My Interview with Tom Hegna (Part 2)
Season 1 Episode 126
If you have a history of premature death or cancer in your family you may still be a good candidate for an annuity. If your spouse has longevity it c…
5 years ago
Busting the Annuity Myths: My Interview with Tom Hegna (Part 1)
Season 1 Episode 125
Popular speakers in the financial and retirement space like Ken Fisher and Suzy Orman have made annuities rather unattractive. The major objection ha…
5 years ago
How to Protect Yourself from Our Country's Fiscal Challenges: My Interview with Van Mueller (Part 2)
Season 1 Episode 124
The amount of money that we've printed over the course of the past year and what we'll print in 2021 is equivalent to the entire economy of Japan.
Va…
5 years ago
How to Protect Yourself from Our Country's Fiscal Challenges: My Interview with Van Mueller (Part 1)
Season 1 Episode 123
The general public should definitely be paying attention to the impact of inflation and what's driving it. The government has gone to such ridiculous…
5 years ago
"From Forever Taxed to Never Taxed": My Interview with Ed Slott (Part 2)
Season 1 Episode 122
Some people have a concern about the implications of the tax arbitrage they could be receiving if they just waited. This is the key to the Roth plans…
5 years ago
"From Forever Taxed to Never Taxed": My Interview with Ed Slott (Part 1)
Season 1 Episode 121
Ed Slott has a new book coming out called The New Retirement Savings Time Bomb. It's the updated version of the original book written 20 years ago wh…
5 years, 1 month ago
An 8-Year Extension on Middle Class Tax Cuts?
Season 1 Episode 120
Joe Biden's tax proposal has serious implications for anyone attempting to use the Power of Zero paradigm for their retirement planning.
We know that…
5 years, 1 month ago
Financial Planning Changes and Updates for 2021
Season 1 Episode 119
There are some basic updates and thresholds you need to be aware of if you're interested in implementing the Power of Zero strategy.
The first change…
5 years, 1 month ago
Changes to Section 7702 -- An LIRP Christmas Miracle
Season 1 Episode 118
Due to low prevailing interest rates, the federal government has restricted the ability of industry experts to show the robust rates of return that L…
5 years, 1 month ago