A Hero of Zero: Modern Retirement Strategies

NAIFA's Advisor Today Podcast Series

David McKnight is a renowned financial advisor and expert in zero-tax retirement planning, having assisted thousands of Americans in achieving the zero percent tax bracket. He has frequently appeared in numerous national publications, including Forbes, USA Today, the New York Times, Fox Business, CBS Radio, and Bloomberg Radio. With four #1 Amazon best-selling books to his credit, including The Power of Zero, Look Before You LIRP, The Volatility Shield, and Tax-Free Income for Life, David has established himself as a leading authority in retirement planning. In his acclaimed book, The Power of Zero, he presents a comprehensive guide on how to achieve a 0% tax bracket in retirement through a carefully crafted, step-by-step approach.

In this episode…

Many individuals in the United States invest a significant portion of their retirement savings in tax-deferred accounts such as 401Ks and IRAs, leaving them vulnerable to a potential decrease in their savings if tax rates rise in the future. What’s more, many early-career financial advisors aren’t aware of alternative retirement savings methods and continue to advise their clients on traditional approaches. Where can financial advisors receive updated and forecasted retirement planning information to serve clients effectively?

The escalating US debt has caused significant polarization, and it may disrupt traditional retirement options with an impending freight train of onerous taxes and stringent austerity measures. So, building a strategy that maximizes retirement savings and minimizes tax obligations is crucial. For emerging financial advisors, retirement expert David McKnight recommends attending industry conferences like Heroes of Zero to learn about the current and future tax environment as well as repositioning assets into cash-value life insurance policies. From there, these professionals can provide their clients with guidance and resources to make informed decisions.

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with a renowned financial advisor and expert in zero-tax retirement planning, David McKnight. They discuss the Heroes of Zero conference, The Power of Zero book, the four-step process for attaining the 0% tax bracket in retirement, and the benefits of attending the Heroes of Zero conference.