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David H. Kinder, RFC®, ChFC®, CLU®
Jun 300 min read
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David H. Kinder, RFC®, ChFC®, CLU®
Jun 301 min read
EP 6: Will your Roth Keep on Rothin'?
Social Security Provisional Income Formula: https://www-origin.ssa.gov/benefits/retirement/planner/taxes.html Social Security History of...
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David H. Kinder, RFC®, ChFC®, CLU®
May 311 min read
EP5: How Qualified are IRS Qualified Plans for You?
An initial discussion on the terms, conditions, and tax traps of IRS qualified plans. IRS spreadsheet historical tax tables since 1913:...
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David H. Kinder, RFC®, ChFC®, CLU®
May 311 min read
EP4: 15 Year Mortgages: The Math Ain't Mathin'
Under the BEST of circumstances, you'd get a far higher return on your money if you put it elsewhere. Under the WORST of circumstances,...
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David H. Kinder, RFC®, ChFC®, CLU®
May 311 min read
EP3: WSJ Advisor Conflicts of Interest with Fee-based Advisors and Fiduciary Duty
The Wall Street Journal discloses (exposes?) how some advice is given under the guise of fiduciary duty, but really doesn't require...
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David H. Kinder, RFC®, ChFC®, CLU®
May 101 min read
EP 2: The Dave Ramsey 12% Mutual Fund... IT EXISTS!!!
Did Dave Ramsey just 'make up' that 12% figure? Or is it grounded in facts? We found the fund and we discuss it!
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David H. Kinder, RFC®, ChFC®, CLU®
May 91 min read
EP 1: Advisory Bulletin on IUL
Podcast hosts David Kinder, Michael Moffatt, and Curt Gibbs tackle the topic that is taking over most forms of social media: Indexed...
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