New 2020 Professional Photo - cropped.pn

David H. Kinder, RFC®, ChFC, CLU | Insurance and Investments
Dynamic Advanced Wealth Insurance and Financial Solutions
Maximizing Your Social Security Benefits and Minimizing Taxes In Retirement

  • Twitter
  • Facebook
  • LinkedIn

Phone & Text: (951) 313-8208

Email: david@DynamicAdvancedWealth.com

Schedule a Conversation Here:  Calendly

  • Home

    • Meet David H. Kinder, RFC, ChFC, CLU
    • Why I Do What I Do
  • Learning Center

    • Video Learning Library
    • Helpful Strategy Links
  • Dynamic Wealth Strategies Blog

  • Client Access

    • Athene
    • MassMutual
    • One America
    • First Advisors National, LLC
  • Contact

    • Privacy Statement
  • More

    Use tab to navigate through the menu items.
    • All Posts
    • Myths
    • Excuses
    • F.A.Q.'s
    • Planning for Business Owners
    • Financial Entertainers
    Search
    Myth #17: "Just Invest the same way that insurance companies do... without the costs!"
    David H. Kinder, RFC®, ChFC, CLU
    • 5 days ago

    Myth #17: "Just Invest the same way that insurance companies do... without the costs!"

    One common response or objection to life insurance and annuity insurance contracts is that, because they have various expenses or...
    36 views0 comments
    Selling Depreciated Real Estate CAN be WORSE than a 401(k) for taxes!!
    David H. Kinder, RFC®, ChFC, CLU
    • Apr 13

    Selling Depreciated Real Estate CAN be WORSE than a 401(k) for taxes!!

    First my caveat/disclosure: I am NOT an expert in this area. I will reference a couple of links to help round out what I'm going to...
    14 views0 comments
    Myth #16: "I'm going to be in a lower tax bracket when I retire."
    David H. Kinder, RFC®, ChFC, CLU
    • Dec 20, 2021

    Myth #16: "I'm going to be in a lower tax bracket when I retire."

    This is a common phrase that I hear from traditional planners, advisors, CPAs, and attorneys. Here's what's interesting about this...
    147 views0 comments
    The AVERAGE American Pays More Than $525,000 in Tax Over A Lifetime!!!
    David H. Kinder, RFC®, ChFC, CLU
    • Dec 1, 2021

    The AVERAGE American Pays More Than $525,000 in Tax Over A Lifetime!!!

    Republished from: https://www.cpapracticeadvisor.com/tax-compliance/news/21211629/americans-pay-more-than-525000-in-tax-over-a-lifetime...
    31 views0 comments
    When is compounding interest NOT in your best interest?
    David H. Kinder, RFC®, ChFC, CLU
    • Oct 25, 2021

    When is compounding interest NOT in your best interest?

    In the world of financial advice, this would sound like heresy. Why would anyone NOT want compound interest on their wealth? Wasn't...
    45 views0 comments
    Can you save and fund retirement using ONLY life insurance?
    David H. Kinder, RFC®, ChFC, CLU
    • May 14, 2021

    Can you save and fund retirement using ONLY life insurance?

    Indulge me while I start out with this important fact: The rate of return in cash value life insurance SUCKS! And I don't care if you're...
    131 views0 comments
    The IRA Tax That NO ONE Talks About!
    David H. Kinder, RFC®, ChFC, CLU
    • May 5, 2021

    The IRA Tax That NO ONE Talks About!

    I know that's a bold claim, but even I haven't heard of this one until a couple of weeks ago. Once I heard it, I had to go find an...
    176 views0 comments
    I am now an Investment Advisor Representative!
    David H. Kinder, RFC®, ChFC, CLU
    • Apr 9, 2021

    I am now an Investment Advisor Representative!

    Today, I am proud to announce that I have joined with an SEC registered investment advisory firm to offer institutional investment...
    123 views0 comments
    David, can I do tax-exempt retirement strategies... even if I'm uninsurable?
    David H. Kinder, RFC®, ChFC, CLU
    • Mar 24, 2021

    David, can I do tax-exempt retirement strategies... even if I'm uninsurable?

    This is a question I often get from people who have worked with agents in the past, talked to them about their medical history, and...
    108 views0 comments
    Myth #15: Whose Money Is It Anyway?
    David H. Kinder, RFC®, ChFC, CLU
    • Nov 19, 2020

    Myth #15: Whose Money Is It Anyway?

    I talk to insurance agents and financial advisors all over the country. On more than one occasion as we discuss various retirement...
    71 views0 comments
    1
    2345

    3578 Atchison Circle
    Riverside, California  92503-5166

    Phone & Text:

    (951) 313-8208

    Email:

    david@DynamicAdvancedWealth.com

    Regulatory Disclosure:

    David H. Kinder, RFC®, ChFC, CLU is a life, accident & health insurance agent (CA Insurance License #0E54187) and is licensed to do business in the following states:  CA, CT, & NC.   Dynamic Advanced Wealth Insurance and Financial Solutions is the marketing name for David H. Kinder, RFC®, ChFC, CLU and is not affiliated with any other company.  Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Guarantees do not apply to the performance of any particular index option on fixed indexed insurance contracts, or on projected dividends on participating insurance contracts.  Planning results are not guaranteed and are subject to individual situations and circumstances. Listing company client access links under the "Client Access" menu does not constitute any endorsement, filing, or approval of this website or its content by such listed companies.  Client access links are provided for client convenience only.

    ​

    Investment advisor services offered through First Advisors National, LLC | A SEC Registered Investment Advisor firm  www.fanria.com 
     

    ​*Not Legal or Tax Advice:

    The material discussed on this web site is meant for general illustration and/or informational purposes only and it is not to be construed as tax or legal advice, nor does it represent any specific company or specific products.

    For tax or legal services and advice, please consult a licensed professional in your state.  Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary and the information should be relied upon only when coordinated with individual professional advice.

     

    The RFC® designation is conferred and issued by the International Association of Registered Financial Consultants (IARFC) and is used by permission.  The marks of CLU and ChFC are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.  

    ​

    © Dynamic Advanced Wealth Insurance and Financial Solutions; All Rights Reserved

    Privacy Policy | Accessibility Policy

    IARFC 3-in-1 logo 2022.png
    ChFC logo.png
    CLU logo.png
    logo.timeline-og.png