Optimize Your Retirement

By Daniel Razvi & Imran Razvi

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

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FAQs about Optimize Your Retirement:

How many episodes does Optimize Your Retirement have?

The podcast currently has 88 episodes available.

Optimize Your Retirement episodes:

May 07, 2024 Life Insurance
When you think of life insurance you probably don’t think of being able to use it for retirement. On this episode, Daniel and Raz bust that myth and explain the many uses of this often-overlooked tool.
For More Information: Higher Ground Financial Group
Contact Us at 1-888-263-4434 (888-263-HGFG)
Book a Meeting with Daniel and Raz
...more
14min
May 06, 2024 Volatility Buffer
Daniel and Raz discuss volatility in the stock market and how you can protect yourself from the ups and downs of the Wall Street roller coaster.
For More Information: Higher Ground Financial Group
Contact Us at 1-888-263-4434 (888-263-HGFG)
Book a Meeting with Daniel and Raz
...more
14min
May 03, 2024 All About Annuities
Annuities can be a wonderful tool for retirement – and can provide a stream of income you can never outlive. Daniel and Raz discuss the different types of annuities and how each could be useful for you.
For More Information: Higher Ground Financial Group
Contact Us at 1-888-263-4434 (888-263-HGFG)
Book a Meeting with Daniel and Raz
...more
15min
April 26, 2024 A Different Take on Diversification
When people think of diversifying their assets, they usually think of investing in different asset classes of stocks. On this episode, Daniel and Raz discuss a different kind of diversification: tax diversification.
For More Information: Higher Ground Financial Group
Contact Us at 1-888-263-4434 (888-263-HGFG)
Book a Meeting with Daniel and Raz
...more
14min
April 25, 2024 Sometimes Timing Can be Everything
Sometimes timing can be everything. On this episode, Daniel and Raz explain Sequence of Returns Risk and how it can have a huge impact on your retirement.
For More Information: Higher Ground Financial Group
Contact Us at 1-888-263-4434 (888-263-HGFG)
Book a Meeting with Daniel and Raz
...more
14min
April 24, 2024 What is a CRUT?
In this episode, Daniel and Raz explain Charitable Remainder Unitrusts (CRUT) and who might benefit from them.
For More Information: Higher Ground Financial Group
Contact Us at 1-888-263-4434 (888-263-HGFG)
Book a Meeting with Daniel and Raz
...more
15min
April 23, 2024 The Ins-and-Outs of Social Security
In this installment of Optimize Your Retirement, Daniel and Raz discuss the different options for when to begin claiming your benefits – and how to make a social security plan to navigate the current instability of the government program.
For More Information: Higher Ground Financial Group
Contact Us at 1-888-263-4434 (888-263-HGFG)
Book a Meeting with Daniel and Raz
...more
15min
April 22, 2024 All About Roth IRAs and Roth Conversions
On the series premiere of Optimize Your Retirement, Daniel and Raz clear up the confusion surrounding one of the only tax-free investments for your retirement.
Find out how our unique planning strategies can help you and your family.
For More Information: Higher Ground Financial Group
Contact us Today at 1-888-263-4434 (888-263-HGFG)
Book a Meeting with Daniel and Raz

...more
15min

FAQs about Optimize Your Retirement:

How many episodes does Optimize Your Retirement have?

The podcast currently has 88 episodes available.