Latest Episodes
December 17, 2024
BONUS Episode: Hospital patients are even safer today than they were in 2019— with Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association
With Guest: Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association Hospital patients are even safer today than they were...
00:07:38
December 13, 2024
Volatility Buffer and Guardrails
Markets go up and down all the time. When the swings get wider, do you have protection for your assets? This time around, Daniel...
00:14:38
December 06, 2024
Rental Properties and CRUT
Should you become a landlord? It could be a great source of income during retirement, but it comes with its burdens, as well. During...
00:14:19
November 27, 2024
Capital Gains Taxes
If you have investments, you should be concerned about the possibility of paying capital gains taxes. On this episode, Daniel and Raz discuss ways...
00:14:19
November 22, 2024
Social Security COLA and Inflation
Inflation is the “silent tax,” and Social Security attempts to help retirees fight against it by implementing a cost of living adjustment (COLA) every...
00:14:19
November 16, 2024
Emergency Funds
Personal Finance 101 says you should always have an emergency fund available for when the unexpected inevitably happens. But how much should be in...
00:13:53