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October 27, 2020 59 min

There are two questions that we’ve been getting a LOT lately: What will happen if Trump gets re-elected? What happens if Biden is elected?  We’ll help answer these questions and figure out if you need to do anything to prepare. 

Then Beau hops on a call with David McKnight, author of “The Power of Zero: How to Get to the 0% Tax Bracket and Transform Your Retirement.” We talk about how you can reach that elusive goal of paying no taxes — and why it might not be quite as elusive as you think.

DISCUSSION TOPICS

  • Meeting Carl Lubbe, our co-host
  • “Majority of workers expect their ‘retirement’ to include a job, survey shows”
  • “How To Make Investment Bets On November Elections”
  • How COVID-19 has affected many retiree’s travel plans
  • Safe travel alternatives
  • Is it really possible to pay 0 taxes in retirement?
  • What you can start doing today to lower your tax burden
  • Why it matters that tax rates will have to be higher in the future
  • The ideal amount of money to have in savings
  • Trying to change the paradigm for CPAs
  • Making a plan for long-term care


  • Resources:

  • davidmcknight.com
  • “The Power of Zero: How to Get to the 0% Tax Bracket and Transform Your Retirement”
  • Watch “The Power of Zero” documentary on Amazon


  • The Retirement Resource is produced by Crate Media.

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