Latest Episodes
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
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