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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 105 episodes available.
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
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
FAQs about Optimize Your Retirement:How many episodes does Optimize Your Retirement have?The podcast currently has 105 episodes available.