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Apr 3, 2019

Episode 16: Taxes in Retirement (Continued)

In this 4-part series on taxes in retirement we have been highlighting the concepts of Author David McKnight’s bestselling book titled “The Power of Zero” and his follow-up book “Look before you LIRP”

On this week’s show, we are going to finish up our discussion...


Mar 13, 2019

Episode 15: Taxes in Retirement- Look Before You LIRP!

In this 4-part series on taxes in retirement we have been highlighting the concepts of Author David McKnight’s best-selling book titled “The Power of Zero.” If you read that book, many of you were probably the least familiar with the LIRP.

The LIRP is a...


Mar 6, 2019

Episode 14: Taxes in Retirement & The Power of Zero (continued)

We are picking up on where we left off on last week’s show! Did you do your homework? Did you pull out a piece of paper and draw the 3 tax buckets, label them properly, and start to count your assets? If you didn’t, don’t worry, we’ll do a quick...


Feb 27, 2019

Episode 13: Taxes in Retirement & The Power of Zero

“The hardest thing to understand in the world is the income tax” Albert Einstein

I think you might be surprised at the person who is credited with that quote. Any guesses?

Well, it’s someone who is arguably considered to be one of the smartest people to ever have...


Dec 12, 2018

Welcome to Round 4 of our Q & A series! What in world is going on with the markets lately?! Today we are going to discuss this and put this information in perspective. Additionally, we’re going to discuss how to effectively stretch out a spousal IRA. This is our last episode of our 4 part Q & A series. Of course...