Latest Episodes
February 06, 2025
Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt
The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you...
00:08:02
January 31, 2025
What Does a New Trump Administration Mean for You?
As Donald Trump returns to the White House, Daniel and Raz break down the president’s campaign promises when it comes to taxes and regulation....
00:14:19
January 24, 2025
How We Help Solve Your Retirement Planning Problems
This time around, Daniel and Raz discuss how they recently helped a client solve several financial issues to give them a stronger plan for...
00:14:35
January 17, 2025
How Much Risk Should You Take?
As retirement approaches, deciding how much risk to take with your investments can feel like walking a financial tightrope. In this episode, we explore...
00:13:24
December 20, 2024
Solving Problems for Bob and Carol
During this episode, Daniel and Raz discuss a real-life scenario involving married clients Bob and Carol (not their real names). The couple came to...
00:14:21
December 17, 2024
BONUS Episode: Hospital patients are even safer today than they were in 2019— with Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association
With Guest: Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association Hospital patients are even safer today than they were...
00:07:38