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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

00:14:05

Real Talk About Real Estate

Optimize Your Retirement ·

2024/05/09

Planning 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 Group Contact Us at 1-888-263-4434 (888-263-HGFG) Book a Meeting with Daniel and Raz

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00:13:36

Longevity Risk

Optimize Your Retirement ·

2024/05/08

The 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 Group Contact Us at 1-888-263-4434 (888-263-HGFG) Book a Meeting with Daniel and Raz

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00:13:36

Longevity Risk

Optimize Your Retirement ·

2024/05/08

The 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 Group Contact Us at 1-888-263-4434 (888-263-HGFG) Book a Meetingwith Daniel and Raz

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00:13:31

Life Insurance

Optimize Your Retirement ·

2024/05/07

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 Meetingwith Daniel and Raz

en

00:13:31

Life Insurance

Optimize Your Retirement ·

2024/05/07

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

en

00:13:51

Volatility Buffer

Optimize Your Retirement ·

2024/05/06

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 Meetingwith Daniel and Raz

en

00:13:51

Volatility Buffer

Optimize Your Retirement ·

2024/05/06

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

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00:14:35

All About Annuities

Optimize Your Retirement ·

2024/05/03

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

en

00:14:35

All About Annuities

Optimize Your Retirement ·

2024/05/03

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 Meetingwith Daniel and Raz

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00:13:32

A Different Take on Diversification

Optimize Your Retirement ·

2024/04/26

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 Meetingwith Daniel and Raz

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00:13:32

A Different Take on Diversification

Optimize Your Retirement ·

2024/04/26

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

en

00:13:40

Sometimes Timing Can be Everything

Optimize Your Retirement ·

2024/04/25

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

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00:13:40

Sometimes Timing Can be Everything

Optimize Your Retirement ·

2024/04/25

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 Meetingwith Daniel and Raz

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00:14:22

What the CRUT?

Optimize Your Retirement ·

2024/04/24

In this episode, Daniel and Raz explain Charitable Remainder Unit Trusts (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 Meetingwith Daniel and Raz

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00:14:22

What is a CRUT?

Optimize Your Retirement ·

2024/04/24

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

en

00:14:31

The Ins-and-Outs of Social Security

Optimize Your Retirement ·

2024/04/23

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

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00:14:31

The Ins-and-Outs of Social Security

Optimize Your Retirement ·

2024/04/23

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 Meetingwith Daniel and Raz

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00:14:08

All About Roth IRAs and Roth Conversions

Optimize Your Retirement ·

2024/04/22

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 Meetingwith Daniel and Raz

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00:14:08

All About Roth IRAs and Roth Conversions

Optimize Your Retirement ·

2024/04/22

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

en

159 results

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