Recent Episodes
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Debunking Doug Andrew’s Roth IRA Hit Job Video
Apr 30, 2025 – 12:01 -
What Percentage of Your Retirement Savings Should You Have in Traditional IRA vs. Roth?
Apr 23, 2025 – 06:55 -
The Five Cardinal Rules of Roth Conversions
Apr 16, 2025 – 08:11 -
How to Take Advantage of the Retirement Income Valley for Roth Conversions
Apr 9, 2025 – 06:14 -
In What Order Should I Spend Down My Assets in Retirement?
Apr 2, 2025 – 07:17 -
Suze Orman Says Have 3 to 5 Years of Living Expenses in CASH During Retirement (Good Idea?)
Mar 26, 2025 – 10:33 -
5 Huge Benefits of the Roth IRA!
Mar 19, 2025 – 07:07 -
Two Huge Problems with Whole Life Insurance
Mar 12, 2025 – 15:25 -
Academics LOVE Annuities – Why Do Investors HATE Them?
Mar 5, 2025 – 05:04 -
How IUL Fits in a Balanced Approach to Tax-Free Retirement
Feb 26, 2025 – 14:31 -
Your Authoritative Guide to Tax-Free Retirement Planning in 2025
Feb 19, 2025 – 11:20 -
Expecting a Pension? Strongly Consider a Roth Conversion
Feb 12, 2025 – 06:39 -
Dave Ramsey: Fire Your Tax Advisor for Recommending a 401(k)!
Feb 5, 2025 – 00:00 -
The Guru Gap: How America’s Financial Gurus Are Leading You Astray and How to Get Back on Track
Jan 29, 2025 – 01:03:30 -
Suze Orman: Here’s Why Annuities Are So Bad! (Avoid Them at All Costs!)
Jan 22, 2025 – 09:25 -
Congress Approves $200 Billion in Additional Social Security Benefits: Do You Qualify?
Jan 15, 2025 – 06:28 -
At What Tax Bracket Should I STOP Contributing to Roth: Responding to The Money Guy Show
Jan 8, 2025 – 06:33 -
New Study: Retirees with Annuities Spend MORE than Those Who Rely on Investments Alone
Jan 1, 2025 – 06:06 -
The US Debt Crisis: Will DOGE Really Move the Needle?
Dec 25, 2024 – 05:55 -
Why I Wrote a Book Exposing Dave Ramsey
Dec 18, 2024 – 08:04 -
First Major Book Critical of Dave Ramsey Retirement Advice Set to Publish
Dec 11, 2024 – 29:29 -
First Book Critiquing Dave Ramsey's Retirement Advice Set to Publish
Dec 4, 2024 – 20:29 -
How to Tell If a Financial Guru Is Telling You the Truth
Nov 27, 2024 – 10:58 -
What Trump’s Election Means for Your Roth Conversion Strategy
Nov 20, 2024 – 05:52 -
The Huge ERROR in the Dave Ramsey-George Kamel Plan to Pay Off Your Home in 10 Years
Nov 13, 2024 – 07:05 -
The Top 6 Reasons to Do a Roth Conversion
Nov 6, 2024 – 06:54 -
Understanding the Tricky Roth 401(k) Distribution Rules
Oct 30, 2024 – 04:52 -
Is Dave Ramsey STILL Wrong on Roth Conversions?
Oct 23, 2024 – 10:45 -
Grant Cardone: Never Own a Home, Go to College or Invest in a 401(k)! (YIKES)
Oct 16, 2024 – 12:46 -
The Easiest, Low-Hassle Way to Become a Millionaire (2nd Place isn’t even close)
Oct 9, 2024 – 06:57 -
Ben Shapiro: Here’s What Will Happen to the National Debt Under Kamala Harris
Oct 2, 2024 – 11:55 -
How Do I Do a Roth Conversion and Which Forms Will I Need?
Sep 25, 2024 – 04:51 -
Eight IUL Deal-breakers You Should Watch Out For
Sep 18, 2024 – 30:27 -
Updated Rules on Missed RMDs
Sep 11, 2024 – 06:11 -
4 Ways to Build Tax-Free Wealth for High-Income Earners
Sep 4, 2024 – 09:18 -
Can I Avoid IRMAA When Doing a Roth Conversion?
Aug 28, 2024 – 06:06 -
Suze Orman goes on EPIC IUL Rant--“I’m BEGGING you not to do them!”
Aug 21, 2024 – 10:02 -
The #1 Reason Why People Don't Do a Roth Conversion
Aug 14, 2024 – 08:00 -
Why You Must Do a Roth Conversion Before Your Spouse Dies (Bonus: Your Kids Will Love You)
Aug 7, 2024 – 13:52 -
Critiquing George Kamel’s 8-Step Plan for a Successful Retirement (#5 Will Sink You)
Jul 31, 2024 – 09:45 -
How Life Insurance and Annuities Can Help Maximize Your Retirement
Jul 24, 2024 – 12:59 -
Will Trump Extend The Tax Cuts If Elected?
Jul 17, 2024 – 13:04 -
Can Social Security, Medicare and Medicaid Be Saved?
Jul 10, 2024 – 11:03 -
How the Current U.S. Debt-to-GDP Trajectory Could Kill Your Retirement Plan
Jul 3, 2024 – 12:32 -
How Soon Will AI Replace Financial Advisors?
Jun 26, 2024 – 11:16 -
Beware of This Tax Bracket When Doing a Roth Conversion
Jun 19, 2024 – 08:25 -
The Ticking Time Bomb in Your Cash Value Life Insurance
Jun 12, 2024 – 15:17 -
The Most Dangerous Retirement Advice from Suze Orman, Dave Ramsey and Ken Fisher
Jun 5, 2024 – 17:33 -
The Fatal Flaw in Suze Orman and Dave Ramsey's Retirement Planning Advice
May 29, 2024 – 07:22 -
Here’s What Happens When You Put 30% of Your Retirement Savings into Cash Value Life Insurance
May 22, 2024 – 06:00
Recent Reviews
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SanediertybirtGreatGood stuff
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Interested bystanderDo your homeworkHis advice on Roth conversions may not always be applicable. Ben Shapiro was ?
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gooaaatt#123Love this contentThis guy is great
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slickydickeyrickyKnowledgeable ResourceLoved David’s book “The Power of Zero”. Excited to listen to his podcast for additional insights on how to improve and prepare for my retirement.
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MinpinchipoUnconventional insights presented in a politically neutral formatDavid's content is contrary to a lot of conventional financial advice and most of the FIRE community but there is valuable content here. His show is politically neutral which makes it all the more appealing and rare - nothing more that I dislike than listening to angry right wing or left wing rants on podcasts. You won't find that here. Signed, a fan for the past 3+ years.
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phgnwestBest financial podcastI just started listening to this podcast after reading Power of Zero book and Tax Free Income for Life. I was really impressed by the reasoning and strategies mentioned in both the books. I love listening to this podcast and I am trying to listen to all the previous episodes.
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KDubb3311Worth a listen from the beginningI’ve listened to every podcast and I am way more knowledgeable about money. If you believe taxes are going up, listen and learn what to do!
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sunshine 121212GreatThis podcast provides useful information that is easy to follow and very applicable to investing and preparing for retirement. It is one of my favorite financial podcasts.
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Pennsylvania old cootHighly informativeI just found this podcast. Unlike many podcasts on retirement finances, this one provides highly informative discussions with strategies and facts that are truly useful. Most seem to provide superficial information followed by a pitch to use their services. I have listened to two episodes and have two or three action items. My thanks to the people who put this podcast together.
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JoeJoe1375A Fresh Perspective on Retirement StrategyDavid chooses fresh ways each week to discuss how the “401k or bust” retirement strategy can be dangerous. I appreciate his humanistic approach to discussing these issues. Actionable and usable advice every episode.
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Nm3015 Stars - 0 Taxes!I love this podcast. David brings great insight into ways of getting and staying in the 0% tax bracket.His methods will save hundreds of thousands, if not millions of dollars in taxes for those that listen to and adopt his approach. I am a financial advisor with a background in taxes, and everything that David says absolutely passes the sniff test. We are in historically low tax rates right now, and Congress continually seems to just kick the can down the road, meaning that eventually we are going to have to pay,And when the days and increase taxes come, I want as much sheltered from those tax increases for myself and my clients as possible.
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LouieTheLilacPowerful !This podcast contains very important information for working individuals who are contributing to tax deferred savings plan through their employment. Diversify your assets by putting your hard earned dollars into tax free accounts and investments.
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