Today’s episode of The Power of Zero Show looks at a recent podcast episode in which Suze Orman recommended having three to five years of living expenses in cash during retirement. Experts have long debated the rate at which retirees can draw down…
A well-balanced retirement strategy requires careful attention to both investment risk and tax efficiency. Diversification in retirement planning is about more than just asset allocation—it’s
The Power of Diversification: Balancing Risk and Tax Efficiency in Retirement Planning Read More »
Today’s episode addresses five reasons why a Roth IRA is one of David KcKnight’s favorite tax-free investments. Unlike other retirement accounts, Roth IRAs give you 100% liquidity on all contributions. While David isn’t necessarily…
5 Huge Benefits of the Roth IRA! Read More »
This episode of The Power of Zero Show is part of David McKnight’s podcast interview with Caleb Guilliams and Tom Wall, PhD. David touches upon a recent Ernst & Young study where whole life insurance was used as a buffer-type strategy. When it…
Two Huge Problems with Whole Life Insurance Read More »
Today’s episode of The Power of Zero Show features part of David McKnight’s conversation with Caleb Guilliams and Tom Wall, PhD. David kicks things off by addressing the liquidity issue. Handing a chunk of your retirement savings over to an…
Academics LOVE Annuities – Why Do Investors HATE Them? Read More »
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