David McKnight
Best-selling author and tax strategist focused on retirement income planning, known for The Power of Zero and The Guru Gap and for advocating math-based approaches to annuities, Roth conversions, and LIRPs.
Best podcasts with David McKnight
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30 snips
Nov 10, 2025 • 1h 1min
532: Debunking Advice From Financial "Gurus" to Create An Efficient Retirement Income Plan with David McKnight
David McKnight, a best-selling author and tax strategist, challenges conventional financial wisdom and debunks misleading advice from so-called financial gurus. He explores the psychological appeal of simple guru guidance and its risks, particularly around annuities and withdrawal strategies. McKnight emphasizes the importance of math-based retirement planning and discusses the implications of tax cuts on Roth conversions. With insights on managing longevity risk and the role of insurance, he offers a refreshed perspective on securing a financially sound retirement.
Jan 19, 2025 • 40min
490: Investing Tips with David McKnight
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.
