How to Stop the Leaks in Your Financial Plan episode artwork

EPISODE · Oct 31, 2025 · 14 MIN

How to Stop the Leaks in Your Financial Plan

from Optimize Your Retirement · host Daniel Razvi & Imran Razvi

In this episode of Optimize Your Retirement, Daniel Razvi and his dad, Raz, tackle the three biggest threats to your nest egg—risk, fees, and taxes. Discover why deferring taxes may actually cost you more later, how market losses can wreck your retirement income, and why traditional accumulation strategies don’t work once you start drawing down. The Razvis explain how to build a plan that keeps more of what you’ve earned and protects your legacy. Schedule your free consultation at RiskFeesTaxes.com.   -- 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 passion for guiding people toward financial freedom by helping individuals understand and reduce the three biggest retirement killers: risk, fees & taxes.

Episode metadata supplied by the publisher feed · Published Oct 31, 2025

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