Latest Episodes
Episode 20
•
May 22, 2024
Tax Planning with Roth Accounts & Life Insurance
As a licensed tax attorney, Daniel Razvi knows how to plan effectively for his clients when it comes to their taxes in retirement. On...
00:13:26
Episode 19
•
May 21, 2024
Are You a Pathological Saver?
On this episode, Daniel and Raz talk about how to avoid being a “pathological saver.” They’ll discuss ways you can increase your return on...
00:14:12
Episode 18
•
May 20, 2024
Inflation and the Stock Market
How do rising prices affect your investments? Daniel and Raz discuss several different scenarios on this episode. Plus, how a comprehensive retirement plan can...
00:14:12
Episode 17
•
May 17, 2024
Managing Risk with Insurance Solutions
Daniel and Raz discuss some important steps you can take to reduce or eliminate one of the biggest retirement killers: risk. Insurance should play...
00:13:41
Episode 16
•
May 16, 2024
Updates on Retirement Taxes
Taxes aren’t a simple topic, so Daniel and Raz are back with more tax talk. On this episode, they focus on how to generate...
00:13:32
Episode 15
•
May 15, 2024
Risk and Taxes
This time around, Daniel and Raz highlight two of the most important retirement killers: risk and taxes. How can you eliminate market risk on...
00:14:13