Registered Investment Advisor Podcast Market Domination

David McKnight graduated from Brigham Young University with Honors in 1997. Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily and numerous other national publications. David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto, Canada and is a multiple Top of the Table qualifier.

His bestselling book The Power of Zero has sold over 200,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. In 2019 The Power of Zero was ranked as the #9 best financial resource in the country by Forbes Magazine. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach. He and his wife Felice have seven children.

Listen to this insightful RIA episode with David McKnight about how to get your clients to the 0% tax bracket.
Here is what to expect on this week’s show:
- How Americans need to shift their retirement saving strategies because of the potential increase in tax rates.
- Why the conventional wisdom of saving in tax-deferred vehicles such IRAs might not be the best move.
- How it can be difficult to convince your clients to pay taxes now instead of waiting to pay in the future when the tax rate might be higher.
- Why Americans need to educate themselves about the future of tax rates.
- How there are many benefits to tax-free retirement planning and what they are.

Connect with David:
Links Mentioned:
powerofzero.com

X
@mcknightandco
Facebook
facebook.com/davidmcknightandcompany
LinkedIn
linkedin.com/in/thepowerofzero
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Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets.

Chris founded TheTechnicalTraders.com, a platform that provides investors with Asset Revesting signals and education on using technical analysis and position and risk management. He is also the author of the books “Technical Trading Mastery” and “Asset Revesting,” his newest book, which explores this innovative investment method.

Chris’ investment philosophy is grounded in the belief that diversification and the buy and-hold strategy can be dangerous for mature investors. Instead, he advocates for only owning assets that are rising in value, selling those that are in decline, and using technical analysis to identify and confirm these trends and price action. This approach helps investors achieve above-average returns while minimizing risk.

Listen to this insightful RIA episode with Chris Vermeulen about the art of technical trading.
Here is what to expect on this week’s show:
- How technical analysis focuses on following price actions and trends across different asset classes.
- Why The Technical Traders uses technical analysis to identify market directions and trends for investment.
- Hos the Consistent Growth Strategy used by The Technical Traders aims to protect capital and profit from both rising and falling markets.
- Why The Technical Traders focus on ETFs and rotate capital into assets that meet their risk criteria and are trending up.
- How a significant market correction is imminent and there should be a strategy that provides an alternative to traditional buy-and-hold or active trading.

Connect with Chris:
Links Mentioned:
thetechnicaltraders.com

X
@TheTechTraders
Facebook
facebook.com/TheTechnicalTraders
LinkedIn
linkedin.com/in/tradingtechnicalanalysis





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Based in Georgia and Florida, Chris Quintana is a financial strategist and estate planner renowned for her innovative financial planning and alternative investment strategies. With a focus on empowering women in financial literacy, Quintana is a trusted advisor committed to her clients' success.

Listen to this insightful RIA episode with Chris Quintana about how to find financial freedom.
Here is what to expect on this week’s show:
- How the financial system and the government are rigged against the people.
- Why the 45-year retirement plan using the stock market is flawed.
- How people need help from attorneys and CPAs with their tax and estate planning.
- Why having a podcast is a great way to get new clients and referrals.
- How inflation is probably higher than what is being reported to the masses.

Connect with Chris:
Links Mentioned:
cqconsultingservices.com

X
@CQConsulting4U
Instagram
@chrisquintana_fc
Facebook
facebook.com/CQfinancialconsulting
LinkedIn
linkedin.com/in/christinaquintana
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Bartlett President, Wealth Advisor, and Principal Holly Mazzocca serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client. Holly also serves as a wealth advisor. Her areas of focus include multi-generational families and women in transition. Holly lends her expertise on several committees that reflect key areas of specialty, and is a leading voice on Bartlett’s Environmental, Social, and Governance (ESG) team, focused on sustainable investing. She is a passionate champion of Bartlett’s women-centric service initiatives.

Listen to this insightful RIA episode with Holly Mazzocca about empowering women in finance.
Here is what to expect on this week’s show:
- How Barlett helps clients navigate personal and exciting transitions such as retirement or selling a business.
- Why maintain communication and a strong culture is important when you have offices across multiple states.
- How Bartlett focuses marketing efforts on digital experiences, events, and leveraging their expertise by working with business owners.
- Why legacy planning and charitable giving require thoughtful planning and discussions.
- How it’s vital to focus on long-term results in an industry that focuses on short-term gains.

Connect with Holly:
Links Mentioned:
bartlett1898.com

Instagram
@bartlett1898
Facebook
facebook.com/Bartlett1898
LinkedIn
linkedin.com/company/bartlettwealthmanagement





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Unlocking Precious Metals Secrets

– The RIA Podcast with Seth Greene Episode 148 Dana Samuelson
Dana Samuelson is the President of American Gold Exchange and has 43 years in the industry. He enjoys an impeccable national reputation for honesty and integrity with his peers and his clients. He has flawlessly overseen transactions approaching $2 billion and he’s looking forward to his next $2 billion.

A professional numismatist since 1980, Dana worked for some of the most influential precious metals trading companies in the nation before founding AGE in 1998. For nearly a decade he was a personal protege of James U. Blanchard III, one of the true giants of the industry and the individual most responsible for re-legalizing the private ownership of gold in the U.S.

For twelve years Dana served on the Board of Directors of the Professional Numismatists Guild, an exclusive nonprofit organization composed of the world's top rare coin and paper money experts, whose primary mission is to make the hobby safe for collectors and investors by maintaining rigorous standards of excellence among dealers.

As PNG President in 2016, Dana conceived of and helped to establish the industry anti-counterfeiting task force, which today works with the Secret Service and Homeland Security to interdict and seize counterfeit coins and bars coming to the country from Asia.

In 2020, Dana worked with the Commodity Futures Trading Commission (CFTC) in their quest to end the allegedly fraudulent business practices of a precious metals seller to elderly IRA investors. The CFTC closed the business and seized their assets. The case is pending in court.

American Gold Exchange is a leading national mail order precious metals and vintage US gold coin company operating out of Austin, TX with an A+ Better Business Bureau rating and almost perfect Trust Pilot customer reviews.

Listen to this insightful RIA episode with Dana Samuelson about unlocking precious metals secrets.
Here is what to expect on this week’s show:
- How American Gold Exchange is a national mail-order physical precious metals and vintage US gold and silver coin dealership.
- Why American Gold Exchange specializes in mainstream, widely traded items.
- How American Gold Exchange offers a market for modern minted gold and silver bullion coins and bars.
- Why precious metals ownership offers insulation from financial crises and inflation.
- How the volatility in Bitcoin has led some to consider investing in precious metals for their stability.

Connect with Dana:
Links Mentioned:
amergold.com

X
@AmGoldEx
Instagram
@amgoldex
Facebook
facebook.com/AmericanGoldExchange
LinkedIn
linkedin.com/company/American-gold-exchange-inc





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From Equity Analyst to Personal CFO
– The RIA Podcast with Seth Greene Episode 147 Jon Ekoniak, CFP®
Jon Ekoniak’s professional career blends across a range of investment and financial experience. He understands firsthand the financial challenges and opportunities that executives face and is very astute at helping to simplify complex financial issues to generate long-term financial success.

Prior to joining Bordeaux Wealth Advisors, Jon served in various executive roles in Silicon Valley and Denver. He served as an equity analyst at Robertson Stephens and Piper Jaffray where he conducted in-depth research on software stocks. He then joined one of the software companies that he followed, Oracle, helping his group grow their revenues more than fivefold to over $1.0 billion. He then returned to financial services to join Charles Schwab & Co where he led a consulting team to many of the elite independent wealth management firms across the country.

Listen to this insightful RIA episode with Jon Ekoniak about transitioning from being an equity analyst to becoming a personal CFO.
Here is what to expect on this week’s show:
- How Bordeaux Wealth Advisors positions itself as a personal CFO for clients, offering comprehensive financial services.
- How the firm specializes in tax guidance, estate planning, and investments, including alternatives like private equity and venture capital.
- Why satisfied clients are a great way to lead to new client acquisition.
- How Bordeaux Wealth Advisors focuses on finding the best managers for various asset classes rather than investing in individual equities.
- Why it’s important to stay ahead of your clients’ needs and market trends.

Connect with Jon:
Links Mentioned:
bordeauxadvisors.com
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