Latest Episodes
November 09, 2024
Retirement Red Zone
If you are planning to retire in a few years – or if you are a few years into your retirement – you’re in...
00:14:17
November 04, 2024
Refinance Your Retirement
Now is probably not the best time to refinance your house, but it could be the perfect time to refinance your retirement. Daniel and...
00:14:08
October 25, 2024
Annuity Myths Busted
The word “annuity” is scary to many people, but it shouldn’t be. On this week’s show, Daniel and Raz tell you why the naysayers...
00:14:16
October 18, 2024
The Time for Roth Conversions
Is now a good time to convert your traditional retirement accounts to a Roth IRA? Daniel and Raz tackle that topic on this edition...
00:14:18
October 16, 2024
Social Security Announces Lowest Cost of Living Adjustment in Four Years
GUEST: Jenn Jones, VP of Government Affairs, AARP TOPIC: Each year the Social Security Administration announces the cost-of-living adjustment (COLA) for the upcoming year....
00:06:50
October 11, 2024
New Tax Proposals
This is an election year, and that brings a lot of uncertainty to our financial lives. This week, Daniel and Raz discuss some new...
00:14:15