How Popular Gurus Are Failing Investors w/ David McKnight
Description
What’s the real cost of following mainstream financial gurus? Josh brings back bestselling author David McKnight to unpack his latest book, The Guru Gap: How America’s Financial Gurus Are Leading You Astray, and How to Get Back on Track. They dissect "advice" from popular figures like Dave Ramsey and Suze Orman, highlighting why their broad strategies might not work for everyone—and what you can do instead.
Josh and David dig into nuanced financial strategies, including Roth conversions, annuities, and life insurance, explaining how these tools can help mitigate longevity risk and take advantage of current tax laws. They also discuss how Trump-era tax cuts impact Roth planning and why personalized advice beats generic rules of thumb every time. Plus, the two bond over the joys and challenges of raising seven kids each.
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