Latest Episodes
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
Episode 1
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April 22, 2024
All About Roth IRAs and Roth Conversions
On the series premiere of Optimize Your Retirement, Daniel and Raz clear up the confusion surrounding one of the only tax-free investments for your...
00:14:08