Critiquing George Kamel’s 8-Step Plan for a Successful Retirement (#5 Will Sink You)
This episode addresses the 8-step plan for a successful retirement plan that was recently shared by Dave Ramsey’s “sidekick,” George Kamel. Just like in any field of life, a good financial plan benefits from assessing where you are, where you…
How Life Insurance and Annuities Can Help Maximize Your Retirement
Today’s video comes from David’s interview with Dave Christy. They discuss how life insurance and annuities can help maximize your retirement. They start by describing the three different ways cash value life insurance can positively impact…
Will Trump Extend The Tax Cuts If Elected?
Today’s video is part three of David’s interview with Dave Hall. They discuss whether Trump will extend the tax cuts if re-elected. David cites a recent report from the Committee for a Responsible Federal Budget that says that if they extend…
Why a LIRP Might Be Your Retirement Game Changer
Planning for retirement involves exploring various financial products and strategies to build a sustainable income stream you can rely on. One such option gaining popularity is the Life Insurance Retirement Plan (LIRP), which I have mentioned in previous articles. While it might sound unconventional to some, a LIRP can offer unique benefits that could make it a valuable component of your retirement strategy. In this article, we will review the basics you need to know about Life Insurance Retirement Plans and also discuss LIRP advantages you might consider as you devise your retirement income strategy. What is a LIRP?
Can Social Security, Medicare and Medicaid Be Saved?
Today’s episode is part 2 of David’s interview with Dave Hall. David shares his thoughts about moving the retirement age to what it currently is. Dr. Larry Kotlikoff has suggested raising taxes to 4% – 2% on the employee and 2% on the employer…
How the Current U.S. Debt-to-GDP Trajectory Could Kill Your Retirement Plan
Today’s episode is part 1 of David’s interview with Dave Hall. David shares what he considers the fundamentals of his financial movement: “numbers don’t lie.” David cites a recent Penn Wharton study that illustrates two things that should be…