Latest Episodes
October 23, 2026
Making the Most of Your TSP in Retirement
The Thrift Savings Plan offers federal employees simple investment choices and exceptionally low costs—but those advantages do not automatically make it a complete retirement-income...
00:14:45
October 16, 2026
Is Your Retirement Plan Truly Comprehensive?
Many financial professionals describe their approach as “holistic” or “comprehensive”—but what does that really mean? Daniel Razvi and Carlos Vasquez explain why managing several...
00:14:26
October 09, 2026
The True Cost of Investment Fees in Retirement
A 1% annual fee may sound small, but over the course of retirement it can quietly consume a significant portion of your savings. Daniel...
00:14:44
October 02, 2026
Hidden Retirement Taxes: When Paying More Now Could Save You Later
Taxes in retirement extend far beyond the familiar federal income-tax brackets. Daniel Razvi and Carlos Vasquez explain how the Net Investment Income Tax and...
00:14:34
September 25, 2026
Rethinking Long-Term Care: Beyond Traditional Insurance
Long-term care can become one of retirement’s largest expenses—but traditional insurance isn’t the only way to prepare. Daniel Razvi and Carlos Vasquez explore hybrid...
00:14:17
August 28, 2026
How Much Emergency Savings Do You Really Need in Retirement?
When planning for retirement, it's easy to focus on growing your investments—but what happens when you need access to your money during a market...
00:14:29