Latest Episodes
July 03, 2026
The Retirement Myth of Paying Off Your House
For many Americans, paying off the mortgage is considered a major retirement milestone. But what if becoming mortgage-free isn't always the smartest financial decision?...
00:14:47
June 26, 2026
Is AI Creating the Next Market Bubble? What Retirees Need to Know
The stock market continues to climb, fueled largely by excitement surrounding artificial intelligence. But are these gains built on solid fundamentals—or are investors watching...
00:15:01
June 19, 2026
Using Tax Strategies, Bonus Depreciation, and Business Ownership to Reduce Retirement Taxes
Most retirees understand that taxes don't disappear in retirement—but what if there were ways to strategically reduce them? In this episode of Optimize Your...
00:14:50
May 13, 2026
Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
May is Military appreciation month, a time to honor the men and women who serve and have served our great nation…And while we honor...
00:02:12
April 03, 2026
TikTok Tax Advice Could Send You to Jail: What Actually Works (Attorney Reveals All)
Think that TikTok tax hack sounds amazing? It might land you in jail. Tax attorney Daniel Razvi and his father Raz cut through the...
00:14:10
March 27, 2026
Why the 4% Rule Is Killing Your Retirement (And What to Do Instead)
Your advisor asks about your "risk tolerance"—but that's the wrong question entirely. Tax attorney Daniel Razvi and his father Raz dismantle three sacred cows...
00:14:30