Latest Episodes
Episode 25
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May 31, 2024
Estate Planning Strategies for the Wise Retiree
In this episode, Daniel and Raz discuss the importance of planning for what happens after you die. Will your loved ones be taken care...
00:14:09
Episode 24
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May 30, 2024
Paychecks and ‘Playchecks’
Creating multiple streams of income in retirement is crucial to living the lifestyle you want. On today’s episode, Daniel and Raz discuss how to...
00:13:47
Episode 23
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May 29, 2024
Using Roth IRAs to Build Tax-Free Wealth
A Roth account is one of only two tax-free investments available to Americans today. In this episode, Daniel and Raz clear away the confusion...
00:14:35
Episode 22
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May 28, 2024
How Long-Term Care Works in Retirement
Healthcare is one of, if not the biggest, expenses in retirement. On today’s show, Daniel and Raz talk about options for those of us...
00:14:44
Episode 21
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May 24, 2024
Does Your Retirement Plan Have a Volatility Buffer?
If you’re tired of riding the Wall Street roller coaster, this is the episode for you! Daniel and Raz discuss how to protect your...
00:14:07
Episode 20
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May 22, 2024
Tax Planning with Roth Accounts & Life Insurance
As a licensed tax attorney, Daniel Razvi knows how to plan effectively for his clients when it comes to their taxes in retirement. On...
00:13:26