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Ep 286: Why Ken Fisher Does NOT Want You to Do a Roth Conversion

April 24, 2024
Today’s video is from David’s conversation with financial advisor Bruce Hosler. They discuss why financial advisors like Ken Fisher don't want you to do Roth conversions. David reveals why there is a lot of incoming resistance from financial "Gurus" about moving to tax-free and using the tools neces...

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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 286
Why Ken Fisher Does NOT Want You to Do a Roth Conversion
April 24, 2024Duration: 14:08

Today’s video is from David’s conversation with financial advisor Bruce Hosler. They discuss why financial advisors like Ken Fisher don't want you to do Roth conversions. David reveals why there is a lot of incoming resistance from financial "Gurus" about moving to tax-free and using the tools neces...

Listen to EpisodeListen to Episode
Ep 285
How Much of Your Social Security is REALLY Getting Taxed? (and At What Rate?)
April 17, 2024Duration: 09:10

How much of your social security is getting taxed, at what rate, and is there anything you can do about it? Unfortunately, the IRS doesn't make it easy for people to understand how much of their social security is taxable and at what rate. David explains that the best way to understand social securi...

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Ep 284
Why Don't More Financial Advisors Recommend Indexed Universal Life?
April 10, 2024Duration: 10:27

This episode addresses whether the mainstream financial planning community is justified in avoiding Indexed Universal Life. Lately, social media has been filled with videos praising the virtues of a financial tool known as Indexed Universal Life (IUL). David explains why the IUL has been taking such...

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Ep 283
Your Roth Conversion Roadmap for the Next 10 Years and Beyond
April 3, 2024Duration: 06:54

David discusses how much of your IRA you should convert, in what amounts and over what time frame. If you’re not convinced by the possible dramatic increase in tax rates in 2031 to bump you into the 32% bracket, you’re not alone… A whole battery of experts predict that tax rates will have to rise dr...

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Ep 282
Clark Howard Says Fixed Indexed Annuities Stink! (My Response)
March 27, 2024Duration: 09:52

David addresses Clark Howard’s viewpoint that seems to want to invite people to never consider a fixed index annuity.  Despite interacting with thousands of financial advisors who offer fixed index annuities every year, David has never heard one of them describe them the same way as Clark Howard. Si...

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