Introducing How Popular Gurus Are Failing Investors w/ David McKnight from The Financial Quarterback® Podcast: Your Game Plan to Protect Your Money and Retirement.

Follow the show: The Financial Quarterback® Podcast: Your Game Plan to Protect Your Money and Retirement

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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DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to [email protected].