225: How to Create Tax-Free Income for Life with David McKnight
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 19 July 2021
⏱️ 68 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
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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Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.3 | His newest book, Job Optional, is a Wall Street Journal |
| 0:21.5 | bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on |
| 0:27.9 | retire with purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven by |
| 0:34.0 | meaning and purpose. Join me this week and every week as we discuss thoughts and ideas |
| 0:40.3 | with some of today's foremost experts in the field of finance and retirement, as well as discussing |
| 0:46.2 | trending topics that could impact your bottom line. These discussions can help you make |
| 0:51.7 | better financial decisions so you can live the lifestyle |
| 0:55.0 | you've always imagined and deserved. |
| 0:57.9 | Welcome to the show. |
| 1:00.0 | Today I'm speaking with David McKnight. |
| 1:02.9 | David is on a mission to protect your retirement savings from the impact of rising taxes. |
| 1:08.2 | With over two decades of experience, David has helped put thousands of Americans |
| 1:13.3 | on the road to the 0% tax bracket. That's right, I said the 0% tax bracket. He has made frequent |
| 1:20.9 | contributions and appearances in Forbes, USA Today, the New York Times, Fox business, Bloomberg, |
| 1:27.3 | and CNBC, among many others. On top of all |
| 1:30.8 | that, his best-selling book, The Power of Zero, was recently made into a full-length |
| 1:35.8 | documentary film. In his latest book, Tax-Free Income for Life, he provides his readers with a |
| 1:41.8 | blueprint for guaranteed tax-free income built to last for the long run. |
| 1:47.8 | He outlines how to create a proactive asset-shifting strategy to shield taxpayers from risk in order to maximize their returns. |
| 1:56.6 | David's previous appearance on this podcast is one of our most downloaded episodes, and I am |
... |
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