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What Is a Risk Multiplier? with David McKnight

Season 1 Episode 57

When someone is talking about a risk multiplier, they are essentially talking about longevity risk. The longer you live, the more likely it is for yo…

6 years, 3 months ago

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When Bumping from a 12% to a 22% Tax Bracket Makes Sense with David McKnight

Season 1 Episode 56

David is generally very reluctant to recommend something that would cause someone to bump from a 12% tax bracket into a 22% tax bracket. We're trying…

6 years, 4 months ago

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The 12 Rules for a Power of Zero Retirement with David McKnight

Season 1 Episode 55

Rule #1: Everyone's situation is different, and there is no cookie cutter approach. You can't pick up the Power of Zero book and have the exact recip…

6 years, 4 months ago

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The Holy Grail of Financial Planning with David McKnight

Season 1 Episode 54

When David is working with a client, his recommendation is to reach the zero percent tax bracket is by having 5 to 7 streams of tax-free income. Thes…

6 years, 4 months ago

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What is the Public Pension Liability Crisis? with David McKnight

Season 1 Episode 53

There are three words that don't get mentioned very much, but they should scare the dickens out of you. Those words are Public Pension Liabilities. I…

6 years, 4 months ago

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What is an L.I.R.P. Conversion? with David McKnight

Season 1 Episode 52

David becomes very uneasy when advisors recommend that their clients take the money in their IRA and convert all of it into an LIRP. The LIRP has a l…

6 years, 5 months ago

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Meet the Politician Who Sounds Exactly Like a Power of Zero Advisor with David McKnight

Season 1 Episode 51

There are two people today that are making waves in the national conversation for what they are saying about the national debt.

This first is Ken Fis…

6 years, 5 months ago

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Should I Take the Lump Sum Option with My Pension? with David McKnight

Season 1 Episode 50

What are the implications of taking your pension normally versus a lump sum? A lot of companies offer the lump sum as a way to get out from under the…

6 years, 5 months ago

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Why Line 10 Is My Very Favorite Line on the Tax Return with David McKnight

Season 1 Episode 49

Line 10 on your tax return can be a great joy for you in retirement. Before the tax cuts of 2018, you may have known it as Line 43, and it simply mea…

6 years, 5 months ago

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The Hallmarks of a True Power of Zero Advisor with David McKnight

Season 1 Episode 48

Over the years David has noticed a number of advisors who have professed to be Power of Zero advisors, but there are a number of significant shortfal…

6 years, 5 months ago

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