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.

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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.

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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.

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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.

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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.

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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.

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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.

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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!

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Contact Us at 1-888-263-4434 (888-263-HGFG)