Today’s episode is a podcast guest interview David McKnight did for Josh Jalinski’s The Financial Quarterback Podcast. David gives Josh’s audience a quick bio that spans from his early days in the financial services space in 1997 all the way to…
David McKnight takes a closer look at Suze Orman’s take on annuities – and at why she recommends her audience avoid them at all costs. Suze Orman labels the 5.4% compounded annual rate of growth one of her audience members (Janet) has had over the…
Suze Orman: Here’s Why Annuities Are So Bad! (Avoid Them at All Costs!) Read More »
As tax laws evolve and retirement planning becomes more complex, adopting tax-efficient strategies can help preserve more of your wealth for the future. One approach that I share with clients frequently is the “Power of Zero” concept. This strategy focuses on reducing taxable income during retirement by utilizing tax-advantaged accounts and strategic income planning. At […]
Understanding the Power of Zero Concept for Wealth Management in 2025 Read More »
This episode looks at whether you qualify or not for the $200 billion Social Security benefits approved by the U.S. Congress. Host David McKnight shares that, with the current status quo, the Social Security Trust Fund is on pace to go bust by 2033….
Congress Approves $200 Billion in Additional Social Security Benefits: Do You Qualify? Read More »
In this episode, host David McKnight tackles a question about the tax bracket at which you should stop contributing to the Roth IRA and start contributing to the traditional IRA. The inspiration for this episode was a recent episode of The Money Guy…
At What Tax Bracket Should I STOP Contributing to Roth: Responding to The Money Guy Show Read More »
David McKnight looks at a recent study on retirees that seems to tell a different story compared to what many people in the U.S. tend to believe. Americans often view guaranteed lifetime income annuities skeptically – they’re perceived as a…
New Study: Retirees with Annuities Spend MORE than Those Who Rely on Investments Alone Read More »
Copyright © 2021 Hanson Wealth Management
Advisory Services offered through TLG Advisors, Inc, a Registered Investment Advisor, 26 west Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Hanson Wealth Management is not affiliated with TLG Advisors, Inc
Site powered by Illuminated Advisors