David talks about the Power of Zero “philosophy,” as well as a recent Penn Wharton study saying that, if all we do is continue on this same course, by 2043 there will be no arrest in the financial collapse of our country. 95% of Americans have the…
How Gen Z Should Save for Retirement Read More »
Today’s video is from David’s conversation with financial advisor Bruce Hosler. They discuss why financial advisors like Ken Fisher don’t want you to do Roth conversions. David reveals why there is a lot of incoming resistance from financial…
Why Ken Fisher Does NOT Want You to Do a Roth Conversion Read More »
How much of your social security is getting taxed, at what rate, and is there anything you can do about it? Unfortunately, the IRS doesn’t make it easy for people to understand how much of their social security is taxable and at what rate. David…
How Much of Your Social Security is REALLY Getting Taxed? (and At What Rate?) Read More »
This episode addresses whether the mainstream financial planning community is justified in avoiding Indexed Universal Life. Lately, social media has been filled with videos praising the virtues of a financial tool known as Indexed Universal Life…
Why Don’t More Financial Advisors Recommend Indexed Universal Life? Read More »
David discusses how much of your IRA you should convert, in what amounts and over what time frame. If you’re not convinced by the possible dramatic increase in tax rates in 2031 to bump you into the 32% bracket, you’re not alone… A whole battery…
Your Roth Conversion Roadmap for the Next 10 Years and Beyond Read More »
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