Latest Episodes
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
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