In this episode, host David McKnight tackles a question about the tax bracket at which you should stop contributing to the Roth IRA and start contributing to the traditional IRA. The inspiration for this episode was a recent episode of The Money Guy Show. David believes that advice such as that shar...
Listen to EpisodeDavid McKnight looks at a recent study on retirees that seems to tell a different story compared to what many people in the U.S. tend to believe. Americans often view guaranteed lifetime income annuities skeptically – they’re perceived as a drag on the growth of their stock market portfolio. Accord...
Listen to EpisodeThe episode explores whether the proposed Department of Government Efficiency (DOGE) will move the needle when it comes to the U.S. debt crisis. Some people see DOGE as the bold move America needs to solve its looming debt crisis. Elon Musk believes that DOGE can rip out at least $2 trillion out of...
Listen to EpisodeThe episode kicks off with David McKnight sharing his view of the guru’s approach: “to go about half an inch deep and ten miles wide.” David discusses a sort of clash that financial planning gurus are creating by trying to attract — or even 'steal' — clients from financial planners who already have...
Listen to EpisodeThis episode is based on David McKnight’s interview with Lane Martinsen on Financial Fast Lane. David shares how he started in the financial planning industry, as well as the backstory of his new book, The Guru Gap. The Guru Gap focuses on several financial gurus such as Dave Ramsey, Suze Orman, Cla...
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