Podcast Episodes
Back to SearchEight IUL Deal-breakers You Should Watch Out For
Season 1 Episode 307
This episode is part of David McKnight's interview with Mark Byelich, founder and owner of Attleboro Wealth Management.
David and Mark discuss why th…
1 year, 6 months ago
Updated Rules on Missed RMDs
Season 1 Episode 306
This episode looks at the recent IRS updates on the required minimum distributions due for 2024 and 2025.
David touches upon which accounts are and …
1 year, 6 months ago
4 Ways to Build Tax-Free Wealth for High-Income Earners
Season 1 Episode 305
Today's episode addresses how to create multiple tax-free income streams that don't show up on the IRS's radar and that contribute to you being in th…
1 year, 6 months ago
Can I Avoid IRMAA When Doing a Roth Conversion?
Season 1 Episode 304
David starts the conversation by explaining what IRMAA is, if you should be worried about it when doing a Roth conversion, and whether there are ways…
1 year, 7 months ago
Suze Orman goes on EPIC IUL Rant--"I'm BEGGING you not to do them!"
Season 1 Episode 303
This episode addresses Suze Orman's epic IUL rant on her Women and Money podcast.
Suze Orman begged her audience not to do Index Universal Life insur…
1 year, 7 months ago
The #1 Reason Why People Don't Do a Roth Conversion
Season 1 Episode 302
David and Mark Byelich talk about why people don't want to pay a tax before the IRS absolutely requires it of them.
David touches on the 2018 documen…
1 year, 7 months ago
Why You Must Do a Roth Conversion Before Your Spouse Dies (Bonus: Your Kids Will Love You)
Season 1 Episode 301
Today's episode is part of David's interview with Mark Byelich.
David and Mark address Mark's concept of "suddenly single".
David once met an Uber dr…
1 year, 7 months ago
Critiquing George Kamel's 8-Step Plan for a Successful Retirement (#5 Will Sink You)
Season 1 Episode 300
This episode addresses the 8-step plan for a successful retirement plan that was recently shared by Dave Ramsey's "sidekick," George Kamel.
Just like…
1 year, 8 months ago
How Life Insurance and Annuities Can Help Maximize Your Retirement
Season 1 Episode 299
Today's video comes from David's interview with Dave Christy.
They discuss how life insurance and annuities can help maximize your retirement.
They …
1 year, 8 months ago
Will Trump Extend The Tax Cuts If Elected?
Season 1 Episode 298
Today's video is part three of David's interview with Dave Hall.
They discuss whether Trump will extend the tax cuts if re-elected.
David cites a re…
1 year, 8 months ago