Category: podcast

David McKnight dissects a topic that causes a lot of confusion for retirees and pre-retirees: How Roth conversions affect social security taxation and Medicare premiums

David McKnight addresses one of the biggest threats to your retirement plan: sequence of returns risk. Are you retired or within 10 years of retirement?

David McKnight breaks down the approach he would follow if he were to invest a $2 million 401(k) in retirement. David points out that when

David McKnight explores the so-called “22% Roth conversion mistake,” which he considers a common and costly mistake when it comes to Roth conversions. He points

David McKnight discusses the three biggest retirement planning mistakes that show up over and over again. Avoiding them will dramatically increase the likelihood that your

David McKnight explores a retirement planning phenomenon that almost nobody discusses, but that has been documented repeatedly in academic research. It’s the idea that when

David McKnight touches upon what he considers the most overlooked tax-free income stream. What he’s referring to is to leave enough money in your traditional

David McKnight addresses an issue he sees more and more in his conversations with retirees and pre-retirees: the so-called Roth over-conversion trap. The problem stems

In this episode of the Power of Zero Show David McKnight gives you a blueprint with the key steps to follow for a successful and

Today’s episode of the Power of Zero Show sees David McKnight address one of the most important decisions you’ll ever make in retirement: where you