Latest Episodes
March 21, 2025
Long-Term Care & Annuities: What You Need to Know Before You Buy
Long-term care is a major retirement concern, but is an annuity with a long-term care feature the right solution? In this episode, Daniel and...
00:14:04
March 14, 2025
Long-Term Care: Do You Really Need Insurance?
Long-term care is one of the biggest financial risks in retirement, but is insurance the best way to protect yourself? In this episode, Daniel...
00:14:36
March 08, 2025
Fiduciary or Not? The Truth About Financial Advice
What does it really mean for an advisor to be a fiduciary? In this episode, Daniel and Raz break down the fiduciary standard, common...
00:14:38
February 28, 2025
Risk, Fees and Taxes
If you only listen to one episode of the show, it should be this one. Daniel and Raz highlight several ways they can help...
00:14:29
February 21, 2025
CRUT and Capital Gains
This episode explores tax-efficient strategies for reducing capital gains and maximizing financial benefits when selling high-value assets like businesses or real estate. Daniel and...
00:14:08
February 14, 2025
Could Trump Cut Business Taxes?
Several provisions of the Tax Cut and Jobs Act of 2017 are set to expire at the end of the year, but the lower...
00:14:18