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Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi. The father and son team has a passion for guiding people toward financial freedom by helping individuals understand and reduce the three ... more
FAQs about Optimize Your Retirement:How many episodes does Optimize Your Retirement have?The podcast currently has 88 episodes available.
June 07, 2024Inflation's Impact on Your RetirementDaniel and Raz discuss how inflation today could affect your retirement tomorrow. They also share some tips on how to plan for future inflation so you can retire with confidence.Book a Meeting with Daniel and RazFor More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)...more15minPlay
June 06, 2024What You Should Know About the Commercial Real Estate MarketOn this episode, Daniel and Raz look at the current state of the commercial real estate market. They also highlight the importance of diversification with your investments to offset potential losses.Book a Meeting with Daniel and RazFor More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)...more16minPlay
June 03, 2024Why the IRS Owns Part of Your Retirement SavingsDaniel and Raz reveal how much of your retirement savings is yours – and how much may actually belong to the government. If you find that your nest egg is smaller than you thought, they offer some strategies to minimize your tax burden during your golden years.Book a Meeting with Daniel and RazFor More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)...more15minPlay
May 31, 2024Estate Planning Strategies for the Wise RetireeIn this episode, Daniel and Raz discuss the importance of planning for what happens after you die. Will your loved ones be taken care of? Having a proper estate plan is key to ensure they are.Book a Meeting with Daniel and RazFor More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)...more15minPlay
May 30, 2024Paychecks 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 get paychecks to take care of your necessary expenses – AND “playchecks” to live out your retirement dreams.Book a Meeting with Daniel and RazFor More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)...more14minPlay
May 29, 2024Using Roth IRAs to Build Tax-Free WealthA Roth account is one of only two tax-free investments available to Americans today. In this episode, Daniel and Raz clear away the confusion about these types of accounts and explain how to kick the IRS out of your retirement plan.Book a Meeting with Daniel and RazFor More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)...more15minPlay
May 28, 2024How Long-Term Care Works in RetirementHealthcare is one of, if not the biggest, expenses in retirement. On today’s show, Daniel and Raz talk about options for those of us who may find ourselves in a long-term care situation. Medicare doesn’t cover everything, so you will need to plan for it yourself!Book a Meeting with Daniel and RazFor More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)...more15minPlay
May 24, 2024Does 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 investments from the wild swings in the markets by creating a volatility buffer in your portfolio.Book a Meeting with Daniel and RazFor More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)...more15minPlay
May 22, 2024Tax Planning with Roth Accounts & Life InsuranceAs a licensed tax attorney, Daniel Razvi knows how to plan effectively for his clients when it comes to their taxes in retirement. On this episode, he and his father, Raz, discuss the only two tax-free investments available to Americans: Roth accounts and life insurance.Book a Meeting with Daniel and RazFor More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)...more14minPlay
May 21, 2024Are You a Pathological Saver?On this episode, Daniel and Raz talk about how to avoid being a “pathological saver.” They’ll discuss ways you can increase your return on your hard-earned money while still keeping safety in mind.Book a Meeting with Daniel and RazFor More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG) ...more15minPlay
FAQs about Optimize Your Retirement:How many episodes does Optimize Your Retirement have?The podcast currently has 88 episodes available.