Podcast Episodes
Back to SearchShould a Single Person Own an LIRP?
Season 1 Episode 77
Under what circumstances should a single person want to own an LIRP? There are a number of scenarios where it can make sense, but it definitely depen…
5 years, 11 months ago
Should I Fund My LIRP or Annuity While the Market Is Down? with David McKnight
Season 1 Episode 76
David often gets questions from people asking why they would want to liquify their investment portfolio to fund their annuity, especially now with th…
5 years, 11 months ago
What You Need to Know about the COVID-19 Stimulus Bill with David McKnight
Season 1 Episode 75
Investors need to understand the latest coronavirus stimulus bill that was just passed. Investors can now take out up to $100,000 from their 401(k) o…
5 years, 11 months ago
Why Now Is the Perfect Time to Do a Roth Conversion with David McKnight
Season 1 Episode 74
The coronavirus downturn in the market is actually the perfect time to do a Roth Conversion because of the double sale that's going on.
The first sal…
6 years ago
Can the LIRP Serve as the Bond Portion of Your Portfolio? with David McKnight
Season 1 Episode 73
A common question that David gets fairly frequently is whether or not the LIRP can be a substitute for the bond portion of a portfolio. A lot of peop…
6 years ago
My Thoughts on the Coronavirus with David McKnight
Season 1 Episode 72
The two single greatest threats to your retirement are tax rate risk and longevity risk. The Power of Zero paradigm is the unified approach to mitiga…
6 years ago
An Ominous Warning from the U.S. Comptroller General with David McKnight
Season 1 Episode 71
It's easy to forget how bad the fiscal situation of the United States actually is unless we are being constantly bombarded by experts telling us the …
6 years ago
The Perils of Paying Long-Term Care Expenses from Your Tax-Deferred Bucket with David McKnight
Season 1 Episode 70
If you're between the ages of 50 and 65, there is a good chance that you have at least one parent or in-law that is going through a long-term care ev…
6 years ago
Is Your Annuity in the Wrong Bucket? with David McKnight
Season 1 Episode 69
99.5% of all annuities are not in the right bucket. There are many reasons to use an annuity: they can be safe and productive, they safeguard against…
6 years, 1 month ago
How Life Insurance Will Replace the Stretch IRA with David McKnight
Season 1 Episode 68
Historically, people who had large IRA's, and who didn't want their beneficiaries to squander their inheritance all in one year, could use a trust to…
6 years, 1 month ago