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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

00:14:29

Risk, Fees and Taxes

Optimize Your Retirement ·

2025/02/28

If you only listen to one episode of the show, it should be this one. Daniel and Raz highlight several ways they can help you reduce the three biggest killers in retirement: risk, fees and taxes. Learn how to optimize your investment portfolio, reduce tax burdens, and preserve more of your hard-earned money, all while preparing for a stress-free retirement. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434

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00:14:08

CRUT and Capital Gains

Optimize Your Retirement ·

2025/02/21

This episode explores tax-efficient strategies for reducing capital gains and maximizing financial benefits when selling high-value assets like businesses or real estate. Daniel and Raz highlight the advantages of a Charitable Remainder Unitrust (CRUT), which can lower taxes, provide lifetime income, and support charitable causes. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the

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00:14:08

CRUT and Capital Gains

Optimize Your Retirement ·

2025/02/21

This episode explores tax-efficient strategies for reducing capital gains and maximizing financial benefits when selling high-value assets like businesses or real estate. Daniel and Raz highlight the advantages of a Charitable Remainder Unitrust (CRUT), which can lower taxes, provide lifetime income, and support charitable causes. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the

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00:14:18

Could Trump Cut Business Taxes?

Optimize Your Retirement ·

2025/02/14

Several provisions of the Tax Cut and Jobs Act of 2017 are set to expire at the end of the year, but the lower tax rates for businesses are here to stay. On this episode, Daniel and Raz discuss what further changes the new Trump administration could make to the business tax code – and how it could affect you. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show &

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00:14:18

Could Trump Cut Business Taxes?

Optimize Your Retirement ·

2025/02/14

Several provisions of the Tax Cut and Jobs Act of 2017 are set to expire at the end of the year, but the lower tax rates for businesses are here to stay. On this episode, Daniel and Raz discuss what further changes the new Trump administration could make to the business tax code – and how it could affect you. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show &

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00:08:02

Bonus Interview: Mark Steber, Chief Tax Information...

Optimize Your Retirement ·

2025/02/06

The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you are thinking of procrastinating, think again! Matt McClure speaks with Mark Steber of Jackson Hewitt Tax Service about importance of filing soon, changes to tax law this year, and more things to consider. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show &

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00:08:02

Bonus Interview: Mark Steber, Chief Tax Information...

Optimize Your Retirement ·

2025/02/06

The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you are thinking of procrastinating, think again! Matt McClure speaks with Mark Steber of Jackson Hewitt Tax Service about importance of filing soon, changes to tax law this year, and more things to consider. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show &

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00:14:19

What Does a New Trump Administration Mean for You?

Optimize Your Retirement ·

2025/01/31

As Donald Trump returns to the White House, Daniel and Raz break down the president’s campaign promises when it comes to taxes and regulation. What could the new administration mean for your bottom line? Listen to find out. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show & Hosts:Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi. The father and son team has a

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00:14:19

What Does a New Trump Administration Mean for You?

Optimize Your Retirement ·

2025/01/31

As Donald Trump returns to the White House, Daniel and Raz break down the president’s campaign promises when it comes to taxes and regulation. What could the new administration mean for your bottom line? Listen to find out. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show & Hosts:Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi. The father and son team has a

en

00:14:35

How We Help Solve Your Retirement Planning Problems

Optimize Your Retirement ·

2025/01/24

This time around, Daniel and Raz discuss how they recently helped a client solve several financial issues to give them a stronger plan for retirement. It’s just one example of how they can help you navigate the often confusing path toward the retirement of your dreams. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show & Hosts:Hosted by Tax Attorney Daniel Razvi & Imran

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00:14:35

How We Help Solve Your Retirement Planning Problems

Optimize Your Retirement ·

2025/01/24

This time around, Daniel and Raz discuss how they recently helped a client solve several financial issues to give them a stronger plan for retirement. It’s just one example of how they can help you navigate the often confusing path toward the retirement of your dreams. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show & Hosts:Hosted by Tax Attorney Daniel Razvi & Imran

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00:13:24

How Much Risk Should You Take?

Optimize Your Retirement ·

2025/01/17

As retirement approaches, deciding how much risk to take with your investments can feel like walking a financial tightrope. In this episode, we explore strategies to balance growth and security, ensuring your nest egg lasts throughout your golden years. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show & Hosts:Hosted by Tax Attorney Daniel Razvi & Imran "Raz"

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00:13:24

How Much Risk Should You Take?

Optimize Your Retirement ·

2025/01/17

As retirement approaches, deciding how much risk to take with your investments can feel like walking a financial tightrope. In this episode, we explore strategies to balance growth and security, ensuring your nest egg lasts throughout your golden years. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show & Hosts:Hosted by Tax Attorney Daniel Razvi & Imran "Raz"

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00:14:21

Solving Problems for Bob and Carol

Optimize Your Retirement ·

2024/12/20

During this episode, Daniel and Raz discuss a real-life scenario involving married clients Bob and Carol (not their real names). The couple came to Higher Ground Financial Group with several problems common to retirees and pre-retirees today. Listen up to hear how Daniel and Raz were able to help solve those issues. Chances are you can relate to Bob and Carol – and the solutions could help you, too! Book a Free Meeting with Daniel and Raz For More Information: Higher Ground

en

00:14:21

Solving Problems for Bob and Carol

Optimize Your Retirement ·

2024/12/20

During this episode, Daniel and Raz discuss a real-life scenario involving married clients Bob and Carol (not their real names). The couple came to Higher Ground Financial Group with several problems common to retirees and pre-retirees today. Listen up to hear how Daniel and Raz were able to help solve those issues. Chances are you can relate to Bob and Carol – and the solutions could help you, too! Book a Free Meeting with Daniel and Raz For More Information: Higher Ground

en

00:07:38

BONUS Episode: Hospital patients are even safer today...

Optimize Your Retirement ·

2024/12/17

With Guest: Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association Hospital patients are even safer today than they were in 2019. That’s according to a new report by the American Hospital Association (AHA). Retirement.Radio’s Matt McClure speaks with Dr. Chris DeRienzo with the AHA about the study, what led to the results, and how lessons learned from the pandemic are helping improve patient outcomes. Book a Free Meeting with

en

00:07:38

BONUS Episode: Hospital patients are even safer today...

Optimize Your Retirement ·

2024/12/17

With Guest: Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association Hospital patients are even safer today than they were in 2019. That’s according to a new report by the American Hospital Association (AHA). Retirement.Radio’s Matt McClure speaks with Dr. Chris DeRienzo with the AHA about the study, what led to the results, and how lessons learned from the pandemic are helping improve patient outcomes. Book a Free Meeting with

en

00:14:38

Volatility Buffer and Guardrails

Optimize Your Retirement ·

2024/12/13

Markets go up and down all the time. When the swings get wider, do you have protection for your assets? This time around, Daniel and Raz discuss the importance of having a volatility buffer as part of your investment strategy – and how you can put up some guardrails to protect your retirement. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show & Hosts:Hosted by Tax

en

00:14:38

Volatility Buffer and Guardrails

Optimize Your Retirement ·

2024/12/13

Markets go up and down all the time. When the swings get wider, do you have protection for your assets? This time around, Daniel and Raz discuss the importance of having a volatility buffer as part of your investment strategy – and how you can put up some guardrails to protect your retirement. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show & Hosts:Hosted by Tax

en

00:14:19

Rental Properties and CRUT

Optimize Your Retirement ·

2024/12/06

Should you become a landlord? It could be a great source of income during retirement, but it comes with its burdens, as well. During this episode, Daniel and Raz discuss the pros and cons of owning rental properties – and how charitable remainder unitrusts (CRUTs) fall into the picture. Book a Free Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG) -- About the Show & Hosts:Hosted by Tax Attorney

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159 results

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