Wealth Formula by Buck Joffrey

490: Investing Tips with David McKnight

Jan 19, 2025
David McKnight, a retirement planning expert and author, joins Rod Zabriskie to challenge traditional investing mindsets. They discuss why sticking to stocks and bonds rarely leads to true wealth and advocate for alternative investments that offer greater upside potential. The duo critiques popular retirement strategies, urging high earners to rethink their approaches while emphasizing sustainable cash flow streams. They also explore innovative financial strategies and highlight opportunities in self-storage and life insurance products.
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