David McKnight is on a mission to protect your retirement savings from the impact of rising taxes. With over two decades of experience, David has helped put thousands of Americans on the road to the zero percent tax bracket.
He has made frequent appearances in Forbes, USA Today, New York Times, Fox Business, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor’s Business Daily, Kiplinger’s, MarketWatch and numerous other national publications. On top of all that, his bestselling book, The Power of Zero, was recently made into a full-length documentary film.
In his new book, Tax-Free Income for Life, he provides his readers with a blueprint for a guaranteed, tax-free income stream built to last for the long run. He outlines how to create a proactive asset-shifting strategy to shield taxpayers from risk in order to maximize returns.
David’s previous appearance on this podcast was our most-downloaded episode, and I am thrilled to have him return for an encore. In this conversation, we discuss the tax plan we can expect to see from the Biden administration, what you can do now to insulate yourself from the impact of higher taxes down the road, and why income-not the size of your assets-matters the most in retirement.
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ABOUT YOUR HOST CASEY WEADE:
Casey Weade is the CEO and Founder of Howard Bailey Financial. He graduated from Stetson University with a Bachelor's degree in Finance, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), as well as a certified Chartered Financial Consultant® (ChFC®). In addition, Casey is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance; and, is also Long-Term Care Certified. When he isn’t helping others find financial freedom, Casey enjoys spending time with his wife and three children, as well as hunting, fishing and golfing.
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Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU®, ChFC®, and RICP® designations and marks are the property of The American College, which reserves sole rights to their use, and are used by permission. Job Optional was a #1 Amazon best seller in Retirement Planning on 7/2/19, and a Wall Street Journal eBook Best Seller on 8/9/19.