When people think of diversifying their assets, they usually think of investing in different asset classes of stocks. On this episode, Daniel and Raz discuss a different kind of diversification: tax diversification.
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Episode
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July 11, 2025
In this eye-opening episode of Optimize Your Retirement, Daniel and Raz take a flamethrower to some of the most misleading “strategies” floating around TikTok,...
00:14:30
Episode
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August 15, 2025
Are Roth conversions always the right move? Not necessarily. In this episode, the Razvis explore who should convert, who shouldn’t, and why the new...
00:14:54
Episode 15
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May 15, 2024
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