Podcast Episodes
Back to SearchTax-Free Income for Life Preview, Part 3 – The Secret to Mitigating Tax-Rate Risk and Longevity Risk within the Very Same Financial Plan
Season 1 Episode 107
Today's episode covers the last secret to mitigating the two most concerning risks of people planning to retire.
People are afraid of running out of …
5 years, 4 months ago
Tax-Free Income for Life Preview, Part 2 – How the Traditional Approach to Lifetime Income Annuities Could Spell Disaster for Your Retirement
Season 1 Episode 106
In the previous episode, David explained the surprising benefits of having a guaranteed income stream in retirement via an annuity, including living …
5 years, 4 months ago
Tax-Free Income for Life Preview, Part 1 – The Surprising Benefits of Guaranteed Lifetime Income
Season 1 Episode 105
This is the first of three podcasts leading up to the release of David's latest book, Tax-Free Income For Life. According to a number of surveys, the…
5 years, 4 months ago
The Real Tax Implications of Biden's 401(k) Proposal
Season 1 Episode 104
Joe Biden is coming for your 401(k) and it's actually worse than David portrayed it in previous episodes of the podcast.
Under Joe Biden's tax propos…
5 years, 5 months ago
The Post-Mortem on Trump's First Term
Season 1 Episode 103
Today's podcast is based on a recent article penned by Maya MacGuineas titled The Debt is Huge Because Trump Kept His Promises. Maya also appeared in…
5 years, 5 months ago
What is The Elite POZ Advisor Group?
Season 1 Episode 102
In every single book David has written he talks about why it's so important to have a trusted and trained advisor in the Power of Zero paradigm.
Ther…
5 years, 5 months ago
5 Tax Changes You Can Expect If Donald Trump Is Re-Elected
Season 1 Episode 101
Should Donald Trump win a second term in the Presidency there could be significant changes to the tax code.
Donald Trump hasn't laid out a fully real…
5 years, 5 months ago
Why Most People Are Doing HSAs All Wrong
Season 1 Episode 100
There is a benefit in the tax code that goes largely ignored. The holy grail of financial planning is an investment that gives you a tax deduction on…
5 years, 6 months ago
The Grand Unified Theory on a Happy Retirement, Part 2 – Principles 6-12
Season 1 Episode 99
A quick recap of the first principles covered in the previous episode. #1 Mitigate longevity risk with an income annuity. #2 Your income annuity only…
5 years, 6 months ago
The Grand Unified Theory on a Happy Retirement, Part 1 – Principles 1-6
Season 1 Episode 98
There are 12 basic principles that make up the Grand Unified Theory when it comes to retirement planning.
The first section tackles mitigating longev…
5 years, 6 months ago