Latest Episodes
October 09, 2024
The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD
Guest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging ...
00:06:00
October 01, 2024
Protecting Yourself from Scams & Data Breaches with Michael Bruemmer, Experian
Fraud, identity theft and data breaches have become part of our everyday lives. So far in 2024, there have been more than 1,300 data...
00:06:10
Episode 29
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June 14, 2024
How a CRUT May Help Your Estate Plan
In this episode, Daniel and Raz revisit the topic of Charitable Remainder Unitrusts, also known as CRUTs. This type of tool is used by...
00:15:10
Episode 28
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June 07, 2024
Inflation's Impact on Your Retirement
Daniel and Raz discuss how inflation today could affect your retirement tomorrow. They also share some tips on how to plan for future inflation...
00:14:03
Episode 27
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June 06, 2024
What You Should Know About the Commercial Real Estate Market
On this episode, Daniel and Raz look at the current state of the commercial real estate market. They also highlight the importance of diversification...
00:15:04
Episode 26
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June 03, 2024
Why the IRS Owns Part of Your Retirement Savings
Daniel and Raz reveal how much of your retirement savings is yours – and how much may actually belong to the government. If you...
00:14:32