TV & Radio Appearances

Alzheimer's Awareness Month : The Financial Burden Families Face
Nov 11, 2018

Certified financial planner and best-selling author Nahum Daniels discusses the impact of illness on retirees, their families and communities as well as the role social security plays—and doesn’t—in securing a retirement lifestyle. 

Oct 23, 2018

Hidden Retirement Risks, Unlock Your Wealth Radio, 2.16.18
Feb 16, 2018

Nahum Daniels discusses the key retirement risks not sufficiently explored by investment-trained advisors who focus only on returns from stocks, bonds and cash. Risks include unprecedented retiree longevity, inflationary losses of purchasing power, demographic drag, market volatility and investment losses and, above all, adverse sequence of returns that can undermine lifestyle sustainability. Social security should be seen as supplemental to the nest egg. Nest egg is ascendant. Pensions are secondary. Viability of social security is questionable. Protect retirement lifestyle. Cultivate a positive retirement psychology.

MONEY MATTERS (Podcast): Retire Reset
Sep 21, 2018

Certified Financial Planner Nahum Daniels explores his portfolio ideas with host Chris Hinsley; a deep dive into the topic of retirement risks and the latest thinking about managing them successfully.   Explains his purpose in writing his book to inform retirees and their advisors about the latest research and findings in retirement dynamics.  Portfolio focus shifts from growth to yield and lifelong income.  Personal nest egg, retirement wealth, must be invested accordingly. Inflation is a major drag on purchasing power. 

Tax Payment Tips for a Year in Transition
FiOS1 News NJ, 3.9.18 &
Mar 09, 2018

Certified Financial Planner and best-selling author Nahum Daniels reviews income tax filing tips for 2017 that will change in 2018 when the Trump Tax Regime takes full effect. Maximize deductions for ’17; steel yourself for big changes in the deductibility of State and local taxes, real estate taxes and mortgage interest in high-tax states like New York, New Jersey and Connecticut.

Tax Confusion in a Transition Year
FIOS1, 4.2.18
Mar 31, 2018

Certified Financial Planner and best-selling author Nahum Daniels explains reasons for taxpayer confusion stuck between the old regime that benefits “deductions” and the new regime that focuses on job creation and lower overall tax rates.

OUR LIVES: The Retirement Crisis among Minorities in particular, especially in Connecticut
News 12 Connecticut, 6.10.18
Jun 10, 2018

Certified Financial Planner and best-selling author of “Retire Reset” Nahum Daniels stresses the importance of saving safely for retirement and not being overly dependent on public programs that tend to be underfunded and over-promised.  Nest egg is most important retirement asset.  We need a mind set that focuses on protecting and nurturing it.

Open Enrollment for Health Savings Accounts
Oct 30, 2018

Certified financial planner and best-selling author Nahum Daniels enumerates the flexible advantages of new Health savings accounts and their possible contribution to retirement planning.

News 12 Connecticut
Dec 15, 2018

Certified financial planner and best-selling author Nahum Daniels recommends a planning-oriented mindset for 2019, a year that may bring increased volatility in investment markets and plenty of uncertainty.  Panic should be avoided.  Plan ahead to save more for retirement and invest smart to avoid market losses.

How to Deal With a Financial Emergency in Retirement, US News & World Report, 7.11.18
Date of Interview: Jul 11, 2018 Link: U.S. News

Is Everyone in Westchester Rich?
January 04, 2019 Link: Westchester Magazine

8 Things to Do After Retiring Early
September 26, 2018 Link: U.S. News

Fixing Financial Fears
October 15, 2018 Link: Newsday

Women and Credit

Women are falling behind when it comes to their credit scores. A new study shows the average credit score for women is 621, while men’s average score is 630. Financial professional Nahum Daniels talked with WTNH about why women have lower credit scores, how it affects their finances and what they can do to bring them up:

1. Be Early
2. Use Cards Lightly
3. Stay Open
4. Dispute Mistakes
5. Ask for a Raise
Useful Links: Click here for a copy of your credit reports | Click here for a sample letter of how to dispute mistakes



The Pink Tax

From baby clothes to shampoo, women pay more than men for hundreds of products they use every day. The only difference is the packaging! So how can women avoid paying the “pink tax”? CERTIFIED FINANCIAL PLANNERTM Nahum Daniels shared some ideas with NY1.

2.Hair care products & razors
Click here for more information about the study and more examples of gender-based pricing.