Podcast Episodes
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Season 1 Episode 8
There is no retirement planning class based on the Power of Zero book, but there is one that David created. He’s taught it to hundreds of advisors across the country. The Power of Zero is not the bas…
Published on 6 years, 8 months ago
Power of Zero Documentary with David McKnight
Season 1 Episode 7
Some people don’t read books. Creating a documentary is a way to reach those people.
Plenty of people read the book but are still unconvinced that tax rates are going to be higher in the future than …
Published on 6 years, 8 months ago
The Tax Sale of a Lifetime with David McKnight
Season 1 Episode 6
One of the things we tell 75 million Baby Boomers preparing to retire is that tax rates are going to be higher in the future.
Some people will point to the latest tax cuts and think that the urgency …
Published on 6 years, 8 months ago
The Life Insurance Retirement Plan with David McKnight
Season 1 Episode 5
The tax free paradigm essentially says there is an ideal amount of money you should have in your taxable and tax deferred buckets. Everything above and beyond that should be systematically reposition…
Published on 6 years, 9 months ago
The Power of Tax Free Investments with David McKnight
Season 1 Episode 4
Do you believe tax rates will be higher in the future than they are today?
There is about $21 trillion in the 401(k)’s and IRA’s across the country. If you were to look at the cumulative amount of mo…
Published on 6 years, 9 months ago
Tax Deferred Investments with David McKnight
Season 1 Episode 3
The number one piece of information you should consider when thinking about your tax deferred bucket is what you think the tax rate will be when you take out your money. Will it be higher or lower?
Y…
Published on 6 years, 9 months ago
The Taxable Bucket with David McKnight
Season 1 Episode 2
The taxable bucket contains investments that you get to pay a tax on. Things like savings accounts, money markets, stocks, and bonds.
You know your investment is taxable when you receive a 1099 from …
Published on 6 years, 9 months ago
The Coming Tax Storm with David McKnight
Season 1 Episode 1
There is a massive disconnect between what people think the future of tax rates will look like and what they are doing to prepare for it.
If you believe that tax rates will be 1% higher than they ar…
Published on 6 years, 10 months ago