The Power of Zero Podcast

Hosted by David McKnight

Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready? Learn how to avoid the coming tax freight train and maximize your retirement dollars.

When the stock market crashes, most people freeze. Today, David McKnight explains why a Roth conversion may be one of the smartest retirement moves you

Most retirees are told to spend one account at a time, but a smarter retirement planning strategy treats every account as part of a single

Financial planning expert Rob Berger says the biggest challenge in retirement planning is one that no one can solve, since nobody knows how long retirement

Viral TikTok “finfluencer” Tyler Gardner claims his 76-year-old father can stay 100% in stocks. David McKnight breaks down exactly where that approach falls apart. Additionally, he reveals the retirement planning strategy that actually makes a 100% stocks allocation safe, so a market downturn doesn’t force you to sell at the

The five years before retirement are what David McKnight calls the Retirement Danger Zone, a window where a stock market crash could trigger Sequence of Returns Risk and even derail a well-designed plan. In this episode, he breaks down the retirement planning strategies that build an income floor, create a

If you’ve built up $1M in your IRA and $1M in taxable investments, David McKnight has a warning: every year that money stays put, the IRS gets to vote on your tax rate. He breaks down a retirement planning strategy for gradually converting your IRA to Roth – fast enough

WE ARE HERE TO HELP

How much of your hard-earned retirement will you get to keep?

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Join Our Mailing List

Schedule your one-on-one discovery call today