Latest Episodes
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
December 13, 2024
Volatility Buffer and Guardrails
Markets go up and down all the time. When the swings get wider, do you have protection for your assets? This time around, Daniel...
00:14:38
December 06, 2024
Rental Properties and CRUT
Should you become a landlord? It could be a great source of income during retirement, but it comes with its burdens, as well. During...
00:14:19
November 27, 2024
Capital Gains Taxes
If you have investments, you should be concerned about the possibility of paying capital gains taxes. On this episode, Daniel and Raz discuss ways...
00:14:19