Latest Episodes
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
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