Latest Episodes
Episode 7
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May 06, 2024
Volatility Buffer
Daniel and Raz discuss volatility in the stock market and how you can protect yourself from the ups and downs of the Wall Street...
00:13:51
Episode 6
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May 03, 2024
All About Annuities
Annuities can be a wonderful tool for retirement – and can provide a stream of income you can never outlive. Daniel and Raz discuss...
00:14:35
Episode 5
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April 26, 2024
A Different Take on Diversification
When people think of diversifying their assets, they usually think of investing in different asset classes of stocks. On this episode, Daniel and Raz...
00:13:32
Episode 4
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April 25, 2024
Sometimes Timing Can be Everything
Sometimes timing can be everything. On this episode, Daniel and Raz explain Sequence of Returns Risk and how it can have a huge impact...
00:13:40
Episode 3
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April 24, 2024
What is a CRUT?
In this episode, Daniel and Raz explain Charitable Remainder Unitrusts (CRUT) and who might benefit from them. For More Information: Higher Ground Financial Group...
00:14:22
Episode 2
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April 23, 2024
The Ins-and-Outs of Social Security
In this installment of Optimize Your Retirement, Daniel and Raz discuss the different options for when to begin claiming your benefits – and how...
00:14:31