If you’re tired of riding the Wall Street roller coaster, this is the episode for you! Daniel and Raz discuss how to protect your investments from the wild swings in the markets by creating a volatility buffer in your portfolio.
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Episode 20
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May 22, 2024
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
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April 04, 2025
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
Episode
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December 20, 2024
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