How to Create Tax-Free Income for Life with David McKnight
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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Пікірлер: 14
Enjoyed this very in depth presentation! I really appreciate Casey's presentations.
@retirewithpurpose
3 жыл бұрын
We are so glad you enjoyed this podcast! We'll be sure to let Casey know you enjoyed it.
"not assets but income that matters..."
Fear sells.
Please have the expert on this show answer a question for me. If President Clinton passed a law that allows the US citizens and government to take part in European market trading which is over 3 trillion per day why is there such a high national debt?? Obviously, the US government could simply provide funding to trade on the European market and eliminate the national debt considerably. Especially when funds that are traded in the private wealth sector of most European Banks remains safe in the account holders account while the funds are being traded!
Taxes are important but thinking you need millions is delusional because it's what your expenses are that determine your need.
@retirewithpurpose
Жыл бұрын
You nailed it - it's not the amount of money you make, it's how much you keep!
I gotta visit the national parks before they close them
Life insurance sales pitch
@WingChunGungFu
2 жыл бұрын
Indexed Universal Life (IUL)? Or Whole Life? Edit: found out it’s IUL. Stay far away. IUL will implode - stick with Whole Life infinite banking and invest in Real estate and businesses with it. Whole life should not be seen as an investment, but a tool to make your investments better
@danielleon5074
10 ай бұрын
Research internal revenue code 7702 and it’s often overlooked benefits to be a complement to a more tax efficient retirement.
"guaranteed streams of income...."
@guppers8064
2 жыл бұрын
I e been getting social security and a pension no other guaranteed income