Podcast Episodes

What REALLY Happened with Kyle Busch's $8 Million Lawsuit against Pacific Life

Season 1 Episode 367

David McKnight looks at what happened when NASCAR legend Kyle Busch reportedly lost $8+ million in what was supposed to be a tax-free retirement plan…

4 months, 2 weeks ago

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The Financial Guru Hall of Shame--Who's Leading You Off a Cliff?

Season 1 Episode 366

David McKnight focuses on three of the biggest names in personal finance – Dave Ramsey, Suze Orman, and Ken Fisher – and why you should be careful wi…

4 months, 3 weeks ago

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Suze Orman Says 3%, Bill Bengen Says 4.7%--Who's Right on Sustainable Withdrawal Rates?

Season 1 Episode 365

David McKnight compares the approach of some of the biggest names in personal finance: Suze Orman, and William "Bill" Bengen (the man who invented th…

5 months ago

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Why Dave Ramsey's Roth Conversion Advice Could Cost You a Fortune

Season 1 Episode 364

David McKnight discusses one of the most destructive pieces of retirement advice he has ever heard: that you should never do a Roth conversion in ret…

5 months, 1 week ago

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Four Ways to Pay Tax on Your Roth Conversion

Season 1 Episode 363

David McKnight addresses something that can make or break your Roth conversion strategy: how you actually pay the tax.

David kicks things off by shar…

5 months, 2 weeks ago

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I'm 52 Years Old and Have No Bonds in My Portfolio (Smart or Dangerous?)

Season 1 Episode 362

David McKnight explains why he has chosen to avoid bonds entirely and why you might want to rethink how you protect your portfolio as you approach re…

5 months, 3 weeks ago

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Dave Ramsey is Right About Bonds, but Not for the Reasons He Thinks

Season 1 Episode 361

David McKnight addresses something Dave Ramsey has been saying for years: "You should NEVER own bonds in retirement!"

David points out that the tool …

6 months ago

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What is the Power of Zero Retirement Philosophy?

Season 1 Episode 360

David McKnight walks you through what he believes to be the retirement strategy of the future: the Power of Zero approach.

Congress recently passed t…

6 months, 1 week ago

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Greatest Retirement Mistake

Season 1 Episode 359

While on the golf course with his son, David McKnight got asked a question, by a couple of men in their early 70s, every pre-retiree and retiree wond…

6 months, 2 weeks ago

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The Hidden Costs of Whole Life Insurance

Season 1 Episode 358

For many people, an approach that incorporates whole life insurance has become part of their broader retirement strategy. Is that a good way to go? T…

6 months, 3 weeks ago

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