David starts the conversation by breaking down his book, Power of Zero, and the problem with America’s ever-rising national debt. For David, the goal of the book is to guide people on how to move their assets into tax-free retirement vehicles -…
This is the third installment of a tax-free retirement income case study that I have adapted from the book Tax-Free Income for Life by David McKnight. It may reference The Power of Zero, another book by David McKnight. In this article, I’m excited to bring you the conclusion of a case study featuring Mike and …
Strategic Tax-Free Retirement Income: A Case Study Part III Read More »
David starts the conversation by describing why he believes Dave Ramsey is wrong about Fixed Indexed Annuities. In a recent live call, Dave Ramsey revealed why he is not a fan of annuities and what you should consider doing instead. Dave…
David starts the conversation by describing how a financial guru, Derek Sall, allegedly lost $400k in an ill-advised Roth conversation. According to Sall, you’re way more likely to have a lower income in retirement than you have today, so you’ll…
Jeremy Schneider is a financial guru who claims to have retired at the age of 36 with four million dollars. He recently shared an anecdote about a young millionaire who owned around $90,000 in cash value life insurance. The reaction of the host was…
Regardless of your age, proximity to retirement, or financial profile, Dave Ramsey recommends the exact same investment allocation: divided equally among four types of funds; growth, growth and income, aggressive growth, and international. Dave’s…
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