This time around, Daniel and Raz highlight two of the most important retirement killers: risk and taxes. How can you eliminate market risk on a portion of your portfolio? How can you avoid overpaying in taxes? Tune in to find out!
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Episode
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December 06, 2024
Should you become a landlord? It could be a great source of income during retirement, but it comes with its burdens, as well. During...
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June 06, 2025
Think you’re stuck paying 15%+ in capital gains taxes? Think again. In this episode, Daniel and Raz reveal advanced tax planning strategies for retirees,...
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Episode
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January 17, 2025
As retirement approaches, deciding how much risk to take with your investments can feel like walking a financial tightrope. In this episode, we explore...
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