Daniel and Raz reveal how much of your retirement savings is yours – and how much may actually belong to the government. If you find that your nest egg is smaller than you thought, they offer some strategies to minimize your tax burden during your golden years.
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Episode
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January 24, 2025
This time around, Daniel and Raz discuss how they recently helped a client solve several financial issues to give them a stronger plan for...
00:14:35
Episode
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June 20, 2025
In this eye-opening episode of Optimize Your Retirement, Daniel and Raz Razvi—your father-and-son fiduciary team at Higher Ground Financial Group—break down the real difference...
00:14:12
Episode
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February 21, 2025
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