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Ep 129: The Bernie Sanders Estate Tax Plan

April 21, 2021
Bernie Sanders is heading up the proposals regarding estate taxes, and his proposals are deviating to some extent from what President Biden has campaigned on. Joe Biden’s plan says that the estate tax exemption, which is currently $11.7 million as a single person, or $23.4 million as a married coupl...

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David McKnight
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David McKnight
David McKnight is a highly regarded speaker whose workshop The Power of Zero has been seen by thousands of Americans across the country. He has made frequent appearances on Bloomberg Radio, The New York Times, CNBC, Yahoo! Finance, Nasdaq.com, Reuters, Investor’s Business Daily and numerous other national publications. Most recently David was a main platform speaker at Forum 400, an annual gathering of the top 1% of financial advisors in the country. In the summer of 2014, he was a Focus Speaker at the annual world-wide meeting of the Million Dollar Round Table in Toronto, Canada.

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Ep 129
The Bernie Sanders Estate Tax Plan
April 21, 2021Duration: 15:22

Bernie Sanders is heading up the proposals regarding estate taxes, and his proposals are deviating to some extent from what President Biden has campaigned on. Joe Biden’s plan says that the estate tax exemption, which is currently $11.7 million as a single person, or $23.4 million as a married coupl...

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Ep 128
The Scourge of Modern Monetary Theory
April 14, 2021Duration: 22:58

Modern Monetary Theory (MMT) is a pernicious threat to the Republic and has become a popular theory among left-leaning economists. MMT is less an economical theory than it is a political theory. There are politicians in certain quarters that truly believe that MMT will solve all of our economic prob...

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Ep 127
The Latest on Joe Biden's Tax Plan
April 7, 2021Duration: 18:52

Now that Joe Biden has the pandemic relief bill behind him, he can begin to focus on his tax plan which he heavily campaigned on before the election. Joe Biden’s pledge that nobody making less than $400,000 per year will face tax increases has a small asterisk next to it. That threshold only applies...

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Ep 126
Busting the Annuity Myths: My Interview with Tom Hegna (Part 2)
March 31, 2021Duration: 19:10

If you have a history of premature death or cancer in your family you may still be a good candidate for an annuity. If your spouse has longevity it can still be a good option. Even if you’re not in the best health there are still annuity products with certain features that can still make sense. Some...

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Ep 125
Busting the Annuity Myths: My Interview with Tom Hegna (Part 1)
March 24, 2021Duration: 21:21

Popular speakers in the financial and retirement space like Ken Fisher and Suzy Orman have made annuities rather unattractive. The major objection has to do with the supposed fees of the product, even though many of the annuity options are not actually fee-based products. Ken Fisher has high fees, j...

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