Category: podcast

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 IRA so that your required minimum distributions can be completely offset by your standard deduction in retirement. David believes that focusing on tax-free retirement strategies is more crucial than ever,

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 from converting too much money with the result of shortening the lifespan of your retirement savings. David believes that the reason why many Americans are racing to convert everything they

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 stress-free retirement if you’re about five years away. The first step is figuring out your retirement income shortfall, the income you’ll need every month in retirement, as well as how

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 should withdraw money from first. It’s important to note that the sequence in which you draw down your retirement dollars can dramatically affect how long your money lasts and how

David McKnight discusses the allocation of $1M if he had it to invest in 2026. David sees a taxable brokerage account as the least efficient

This episode of The Power of Zero Show sees David McKnight discussing the single most hated retirement strategy in America: annuities. Interestingly enough, annuities are also one of the most powerful tools you can use to protect yourself from the biggest financial risk you face in retirement. Longevity risk, a retirement danger most retirees never