According to David, Ken Fisher’s hate toward annuities is visible in what can be considered “one of the most successful attacks on any financial product in history”.
David discusses why, in his opinion, Ken Fisher sees annuities as the perfect marketing tool to build his own asset management firm.
There are two things annuities can do that no other financial product can – David explains what they are.
Academic studies that go back to the early 1960s seem to suggest that annuities are the best way to maximize retirement income.
There appears to be a massive information gap facing a generation of retirees who are unaware of the value annuities can play in helping them spend more income in retirement.
David shares an example by Dr. Michael Finke, one of the foremost experts on the benefits of guaranteed lifetime income.
David touches upon whether what Ken Fisher is doing can be considered illegal.
Mentioned in this episode:
David's books: Power of Zero, Look Before You LIRP, The Volatility Shield, Tax-Free Income for Life and The Infinity Code
DavidMcKnight.com
DavidMcKnightBooks.com
PowerOfZero.com (free 3-part video series)
@mcknightandco on Twitter
@davidcmcknight on Instagram
David McKnight on YouTube
Get David's Tax-free Tool Kit at taxfreetoolkit.com
Ken Fisher
Richard Thaler’s New York Times articles
Peter Diamond
“Ken Fisher Can’t Have It All” by Dr. Michael Finke
First Glimpse at Your Tax Bracket in 2026 (And What It Will Cost You)
How Gen Z Should Save for Retirement
Why Ken Fisher Does NOT Want You to Do a Roth Conversion
How Much of Your Social Security is REALLY Getting Taxed? (and At What Rate?)
Why Don't More Financial Advisors Recommend Indexed Universal Life?
Your Roth Conversion Roadmap for the Next 10 Years and Beyond
Clark Howard Says Fixed Indexed Annuities Stink! (My Response)
Is IUL the Dream Investment that Doug Andrew Claims?
The Two 5-Year Roth Rules Explained
Warren Buffet Says AVOID Financial Advisors Like the Plague (Is He Right?)
George Kamel Swings and Misses on Indexed Universal Life
Suze Orman vs. Dave Ramsey on Sustainable Withdrawal Rates in Retirement
Is a 100% Tax-Free Retirement Really Possible?
A Recent Penn Wharton Study Says that the U.S. has 20 Years to Fix Debt or Face Cataclysm
How to Figure Out How Much Money to Save for Retirement
The Best Way to Make Sure Your Money Lasts as Long as You Do
Exposing the IUL TikTok Trap
Expert Warns Your Effective Tax Rate Could Double by 2030
HonestMath.com Weighs In on Dave Ramsey's Epic Meltdown Over the 4% Rule
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