Latest Episodes
Episode 22
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May 28, 2024
How Long-Term Care Works in Retirement
Healthcare is one of, if not the biggest, expenses in retirement. On today’s show, Daniel and Raz talk about options for those of us...
00:14:44
Episode 21
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May 24, 2024
Does Your Retirement Plan Have a Volatility Buffer?
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...
00:14:07
Episode 20
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May 22, 2024
Tax Planning with Roth Accounts & Life Insurance
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 19
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May 21, 2024
Are You a Pathological Saver?
On this episode, Daniel and Raz talk about how to avoid being a “pathological saver.” They’ll discuss ways you can increase your return on...
00:14:12
Episode 18
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May 20, 2024
Inflation and the Stock Market
How do rising prices affect your investments? Daniel and Raz discuss several different scenarios on this episode. Plus, how a comprehensive retirement plan can...
00:14:12
Episode 17
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May 17, 2024
Managing Risk with Insurance Solutions
Daniel and Raz discuss some important steps you can take to reduce or eliminate one of the biggest retirement killers: risk. Insurance should play...
00:13:41