Hosting a podcast takes a lot of time, but it’s also very rewarding. I’ve interviewed a few people on my show, and I’ve had the opportunity to be interviewed on a few shows as well. One being The Old Dawg’s REI Network The Old Dawg’s REI Network is hosted by Bill Manassero. He presents an engaging series […]

RR Episode 066: Author David McKnight Teaches how to be in a Zero Percent Tax Bracket In this episode, I interview Author David McKnight, who teaches retirees how to be in a zero percent tax bracket. We also talk a bit about a new book he has just released. David talks about how The Power […]

Episode 045: Understanding Insurance Policy Loans for Tax-Free Distribution They say “The devil’s in the details”, well in this episode I’m going to show you how to find salvation and a bunch of financial angels in the nitty gritty details of how you take policy loans from your life insurance policies. It literally makes the difference to […]

Episode 024: Why You Want Asset Optimization, Rather Than Just Financial Planning There are two very different types of financial planning approaches in the world and I’ll bet you’re only aware of one of them. Luckily, I was trained by a 30-year retirement planning veteran who used the other one. Wait until you hear what […]

Episode 023: Renovating Retirement Radio Interview 27 minutes into a passion-filled episode on Asset Optimization, my computer rebooted on it’s own. I hate Microsoft. Here’s a radio interview I did on a station in Tacoma Washington and surrounding areas. But the radio interview is about my eBook, “Renovating Retirement”  Included in this episode: Learning to […]

“It’s all about the balance, not the rate of return, actually, it’s all about the income, not the account balance.” Many people in this world focus on how much rate of return their money is earning. Now, in a previous article, I showed that average rate of return (mean), is a useless deceptive number used […]