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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.
May 20, 2024Inflation and the Stock MarketHow do rising prices affect your investments? Daniel and Raz discuss several different scenarios on this episode. Plus, how a comprehensive retirement plan can help you!Book a Meeting with Daniel and RazFor More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG) ...more15minPlay
May 17, 2024Managing Risk with Insurance SolutionsDaniel and Raz discuss some important steps you can take to reduce or eliminate one of the biggest retirement killers: risk. Insurance should play a role in your plan, and they tell you how.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more14minPlay
May 16, 2024Updates on Retirement TaxesTaxes aren’t a simple topic, so Daniel and Raz are back with more tax talk. On this episode, they focus on how to generate as much tax-free income as possible in your retirement years.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more14minPlay
May 15, 2024Risk and TaxesThis time around, Daniel and Raz highlight two of the most important retirement killers: risk and taxes. How can you eliminate market risk on a portion of your portfolio? How can you avoid overpaying in taxes? Tune in to find out!For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more15minPlay
May 14, 2024Steady Income vs. One Big NumberDaniel and Raz highlight how retirement is more about income than it is about having one big nest egg number. Saving a lot is great, but how are you going to turn that into an income stream that will last as long as you do?For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more15minPlay
May 13, 2024Leaving Behind a LegacyOn this episode, Daniel and Raz discuss the importance of legacy and estate planning. Don’t put it off because you think it’s too much of a hassle. In reality, it’s too important to delay.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more14minPlay
May 11, 2024Don’t Be Scared of Your MortgageOn this episode, Daniel and Raz discuss why paying off your mortgage may not always be the best thing for retirees today. Plus, they’ll talk about how building equity in your home actually works.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz ...more15minPlay
May 10, 2024Rental Properties for RetirementIs investing in rental properties during your retirement years a good strategy for you? As with so many things, the answer is, “it depends.” Daniel and Raz will give you the pros and cons of owning rentals during your golden years.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more15minPlay
May 09, 2024Real Talk About Real EstatePlanning for retirement may include more than your 401(k), IRA or other types of accounts. What about real estate? On this episode, Daniel and Raz discuss some options for including real property as part of your plan.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more15minPlay
May 08, 2024Longevity RiskThe number one fear of retirees today is running out of money. This time around, Daniel and Raz discuss what’s known as longevity risk, and give you some strategies to plan for it so your money outlives you, not the other way around.For More Information: Higher Ground Financial GroupContact Us at 1-888-263-4434 (888-263-HGFG)Book a Meeting with Daniel and Raz...more14minPlay
FAQs about Optimize Your Retirement:How many episodes does Optimize Your Retirement have?The podcast currently has 88 episodes available.