Latest Episodes
April 11, 2025
The Best and Worst Assets to Leave Your Heirs
Not all inheritances are created equal. Some assets can be passed down tax-free, while others come with hefty tax burdens. In this episode, Daniel...
00:14:07
April 04, 2025
Is Your Retirement Safe? Protecting Your Savings from Market and Policy
With concerns about market volatility and new government policies, many retirees and pre-retirees are wondering if their savings are secure. Daniel and Raz tackle...
00:14:30
March 28, 2025
Is Life Insurance Worth It After 60? The Hidden Wealth Transfer Strategy
Think you’re too old for life insurance? Think again. Daniel and Raz explain why life insurance can be a powerful estate planning tool—even for...
00:14:41
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