Why Ken Fisher Does NOT Want You to Do a Roth Conversion
Today’s video is from David’s conversation with financial advisor Bruce Hosler. They discuss...
14:44
How Much of Your Social Security is REALLY Getting Taxed? (and At What Rate?)
How much of your social security is getting taxed, at what rate, and is there anything you can do...
09:46
Why Don't More Financial Advisors Recommend Indexed Universal Life?
This episode addresses whether the mainstream financial planning community is justified in...
11:03
Your Roth Conversion Roadmap for the Next 10 Years and Beyond
David discusses how much of your IRA you should convert, in what amounts and over what time...
07:30
Clark Howard Says Fixed Indexed Annuities Stink! (My Response)
David addresses Clark Howard’s viewpoint that seems to want to invite people to never consider a...
10:28
Is IUL the Dream Investment that Doug Andrew Claims?
Doug Andrew called the IUL a dream investment, but is it the silver bullet retirement account he...
10:59
The Two 5-Year Roth Rules Explained
This episode explores the two different five-year rules for Roth IRAs instituted by the IRS to...
07:45
Warren Buffet Says AVOID Financial Advisors Like the Plague (Is He Right?)
At a recent Berkshire Hathaway annual shareholder meeting, Warren Buffett shared his thoughts on...
09:09
George Kamel Swings and Misses on Indexed Universal Life
George Kamel recently released a video on index universal life. On the surface, it looks like a...
19:36
Is Ken Fisher's Anti-Annuity Stance Illegal?
According to David, Ken Fisher’s hate toward annuities is visible in what can be considered “one...
08:43
Suze Orman vs. Dave Ramsey on Sustainable Withdrawal Rates in Retirement
Financial expert and author Ric Edelman has stated that, in his opinion, anyone following Dave...
07:10
Is a 100% Tax-Free Retirement Really Possible?
A recent Penn Wharton study found that the federal government will have to dramatically raise...
07:35
A Recent Penn Wharton Study Says that the U.S. has 20 Years to Fix Debt or Face Cataclysm
Former comptroller general of the federal government, David Walker, believes that tax rates will...
07:17
How to Figure Out How Much Money to Save for Retirement
Today’s episode is part 4 of David’s interview for Jesse Wright’s podcast, and it addresses the...
13:47
The Best Way to Make Sure Your Money Lasts as Long as You Do
Today’s episode is part three of David’s interview on Jesse Wright’s podcast. They discuss the...
10:27
Today’s episode is the second part of David’s interview for Jesse Wright’s podcast. Beware of...
16:35
Expert Warns Your Effective Tax Rate Could Double by 2030
Today’s episode is part 1 of David’s appearance on Jesse Wright’s podcast. Jesse asks David...
19:14
HonestMath.com Weighs In on Dave Ramsey's Epic Meltdown Over the 4% Rule
David and Khalen Dwyer discuss HonestMath.com's research proposing a conservative 4% annual...
27:19
The Worst IUL TikTok Video You’ve Ever Seen (Financial Malpractice on FULL Display)
David makes a clear preface: “If anyone ever tells you to cash out your 401k and put it all into...
09:30
How to Take SUSTAINABLE 8% Withdrawal Rates in Retirement (Not the Dave Ramsey Way)
One of the things Dave Ramsey is famous for is telling his audience that they can take...
08:35
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