David McKnight

2010s

  • 2012 1011 - ThinkAdvisor.com - What's a L.I.R.P.?, By David C. McKnight  ---  [BonkNote]  ---  [link]
  • 2013 0927 - ThinkAdvisor.com - What most retirement gurus get wrong: Want to help your clients reach the zero percent tax bracket? Recommend life insurance, By David McKnight - [link]
    • 2013 - LifeHealthPro - What most retirement gurus get wrong: Want to help your clients reach the zero percent tax bracket? Recommend life insurance, By David McKnight - 3p
  • 2013 - Book - The Power of Zero, Revised and Updated: How to Get to the 0% Tax Bracket and Transform Your Retirement, by David McKnight
  • 2015 1123 - ThinkAdvisor.com - Life insurance as long-term care: Doing double duty, By David McKnight - [link]
  • 2016 0817 - ThinkAdvisor.com - 4 observations: former Comptroller General David Walker, By David McKnight - [link]
    • As part of this tour, Walker recently appeared on a nationwide NAIFA ClientCast where he made more prognostications about our country’s future. Here are a few excerpts from his talk, along with my comments.
  • 2016 1110 - ThinkAdvisor.com - Expect some Americans' tax rates to double, By David McKnight - [link]
  • 2016 - Book - Look Before You LIRP: Why All Life Insurance Retirement Plans Are Not Created Equal, and How to Find the Right One for You, by David McKnight - 102p
  • 2017 - Book - The Power of Zero Marketing Revolution, by David McKnight
  • 2018 0423 - For Some Americans, Your Tax Rate Will Double, by David McKnight - advisorperspectives.com/commentaries/2018/04/23/for-some-americans-your-tax-rate-will-double
    • The former Comptroller General of the Federal Government David Walker once wrote a CNN op-ed entitled Why Your Taxes Could Double. In this article he laid out the case that, sooner or later, tax rates will have to rise, perhaps even double, if our country is to avoid fiscal calamity. The cost of unfunded obligations like Social Security and Medicare will begin to crowd out all other budget items until the government is forced to either double taxes, reduce spending by half, or some combination of the two.
  • 2018 - Book - The Power of Zero, Revised and Updated: How to Get to the 0% Tax Bracket and Transform Your Retirement, by David McKnight
  • 2018 - VIDEO - The Power of Zero: The Tax Train is Coming - David McKnight  ---  [BonkNote]
  • 2019 - Book - The Volatility Shield: How to Vanquish the 4% Rule & Maximize Your Retirement Income, by David McKnight

2020s

  • 2024 1210 - The Power of Zero / David McKnight - New Book on Dave Ramsey and Suze Orman Reveals Secrets They Don’t Want You to Know - [VIDEO-YouTube-29:42]
    • Lane ?
    • Book - The Guru Gap, by David McKnight
    • 1997 - Career Began
    • Information Sources - Then vs. Now
      • Then - Family . Friends - 
      • Now - Google - Dave Ramsey, Suze Orman, Clark Howard, 
    • 2:30 - Wade Pfau, Forewood to Book - "Crown Jewel in the Retirement Planning Scene these days."
    • David McKnight - "We use Math and Actuarial Science to undergird all of our recommendations"
    • 6 - 4% Rule, Dave Ramsey - Caller - Lemmings, 
    • 9 - Target Market - Sophisticated Consumers
    • 11 - Dave Ramsey Circle of Poverty
    • Retirement Invcome - Sequence Risk, 
    • 15 - Financial Gurus vs Mainstream Advisors
    • Academics - Guaranteed Income Annuiities
      • Ken Fischer - I hate Annuities
      • Wade Pfau - 
    • 16 - Tough to get people to write for David McKnight
      • Radioactive Topic - Controversy
      • Lonely Battle
      • First Book of its kind
    • 17 - 10 Issue Dave Ramsey Guy - David McKnight - Large axe to grind - Platform to get it done
    • Looking for a response from Dave Ramsey
    • mathemativally viable retirement strategies
    • 21- hope vs math, logic
    • 22 - Chapters 5 and 6 - Financial Gurus vs Mainstream Advisors
      • Ernst and Young Paper
      • How long your money will last in retirement.
      • "Tax-Free Retirement Strategy that lasts as long as you do."
    • 24 - End Goal / of the Book
      • "Engender a massive dialogue between Americans and Financial Gurus."
    • 25 - Next Book - Millennials
    • 26 - Tax Rates in the Future -
      • David Walker
      • Millenials
    • 28 - Math and Actuarial