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PODCAST

Optimize Your Retirement

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 biggest retirement killers: risk, fees & taxes. Daniel and Imran are the founders of Higher Ground Financial Group. HGFG aims to provide clients with only the highest quality information, services, and products to help them reach their financial goals. Schedule your FREE video call with Daniel & Raz at

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All Episodes

00:06:10

Protecting Yourself from Scams & Data Breaches with...

Optimize Your Retirement ·

2024/10/01

Fraud, identity theft and data breaches have become part of our everyday lives. So far in 2024, there have been more than 1,300 data breaches. Last year consumers reported losing more than $10 billion to fraud, the highest dollar amount ever reported, according to the Federal Trade Commission (FTC). Experian’s 2024 U.S. Identity and Fraud report reveals how consumers feel about cyber threats and their online footprint. Identity theft (84%) and stolen credit card information

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00:15:10

How a CRUT May Help Your Estate Plan

Optimize Your Retirement ·

2024/06/14

In this episode, Daniel and Raz revisit the topic of Charitable Remainder Unitrusts, also known as CRUTs. This type of tool is used by people who want to be sure their wishes are carried out after they pass away. Listen-in for all the details and to learn how you could benefit by having a CRUT in your legacy and estate plan. Book a Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:15:10

How a CRUT May Help Your Estate Plan

Optimize Your Retirement ·

2024/06/07

In this episode, Daniel and Raz revisit the topic of Charitable Remainder Unitrusts, also known as CRUTs. This type of tool is used by people who want to be sure their wishes are carried out after they pass away. Listen-in for all the details and to learn how you could benefit by having a CRUT in your legacy and estate plan.Book a Meetingwith Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:14:03

Inflation's Impact on Your Retirement

Optimize Your Retirement ·

2024/06/07

Daniel 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 Meetingwith Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:14:03

Inflation's Impact on Your Retirement

Optimize Your Retirement ·

2024/06/07

Daniel 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 Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:15:04

What You Should Know About the Commercial Real Estate...

Optimize Your Retirement ·

2024/06/06

On 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 Meetingwith Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:15:04

What You Should Know About the Commercial Real Estate...

Optimize Your Retirement ·

2024/06/06

On 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 Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:14:32

Why the IRS Owns Part of Your Retirement Savings

Optimize Your Retirement ·

2024/06/03

Daniel 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 Meetingwith Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:14:32

Why the IRS Owns Part of Your Retirement Savings

Optimize Your Retirement ·

2024/06/03

Daniel 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 Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:14:09

Estate Planning Strategies for the Wise Retiree

Optimize Your Retirement ·

2024/05/31

In 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 Meetingwith Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:14:09

Estate Planning Strategies for the Wise Retiree

Optimize Your Retirement ·

2024/05/31

In 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 Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:13:47

Paychecks and ‘Playchecks’

Optimize Your Retirement ·

2024/05/30

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 Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:13:47

Paychecks and ‘Playchecks’

Optimize Your Retirement ·

2024/05/30

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 Meetingwith Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:14:35

Using Roth IRAs to Build Tax-Free Wealth

Optimize Your Retirement ·

2024/05/29

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 about these types of accounts and explain how to kick the IRS out of your retirement plan. Book a Meetingwith Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:14:35

Using Roth IRAs to Build Tax-Free Wealth

Optimize Your Retirement ·

2024/05/29

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 about these types of accounts and explain how to kick the IRS out of your retirement plan. Book a Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:14:44

How Long-Term Care Works in Retirement

Optimize Your Retirement ·

2024/05/28

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 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 Meetingwith Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:14:44

How Long-Term Care Works in Retirement

Optimize Your Retirement ·

2024/05/28

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 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 Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:14:07

Does Your Retirement Plan Have a Volatility Buffer?

Optimize Your Retirement ·

2024/05/24

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 Meetingwith Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:14:07

Does Your Retirement Plan Have a Volatility Buffer?

Optimize Your Retirement ·

2024/05/24

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 Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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00:13:26

Tax Planning with Roth Accounts & Life Insurance

Optimize Your Retirement ·

2024/05/22

As 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 Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

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159 results

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