Fire Your Financial Advisor by Golden Reserve
Fire Your Financial Advisor by Golden Reserve
The Fire Your Financial Advisor Podcast by Golden Reserve is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest advice on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar…Follow the podcast:
The One Retirement Question That Could Change How You View Market Risk | The Inheritance Assumption That Can Backfire | Could Your IRA Become a Bigger Tax Problem Than You Expect?
On this episode: Is market volatility really the biggest retirement concern, or is there a more important question hiding in plain sight? "Whatever's left, they can have" sounds simple. Why that mindset may create challenges for spouses, children, and heirs. Healthcare costs, spending habits, and o…
51:44
When Was the Happiest Time of Your Life?
Studies show that the happiest decade of our life is our 60s. What should you be doing to make that a reality? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.
08:10
Don’t Let This 401(k) Mistake Happen to You | Is This a Good Time to Take a Profit from the Stock Market? | Should You Push Off Social Security and Live Off Other Retirement Accounts?
On this episode: She bought her dream house on the beach but may have done it the wrong way. Is the greed factor getting you in this stock market? If you delay Social Security and draw off your 401(k), does the math work? Subscribe or follow so you never miss an episode! Check out Fire Your Finan…
1:01:13
Why Does the Financial Industry Want You to Hate Annuities?
What if the biggest reason retirees avoid annuities has nothing to do with the product itself? Greg examines why annuities continue setting sales records while remaining one of the most criticized financial tools. He breaks down the differences between annuities, CDs, and market-based investments, …
11:04
The Market Keeps Chasing the Next Big Thing—Should Retirees? | A Financial Advisor's Advice Raised Some Eyebrows | The Biggest Retirement Regrets People Have in Their 60s
On this episode: Micron's earnings sparked excitement, but market volatility remains. Greg explains why retirement planning shouldn't depend on stock picking or chasing the next hot investment. From 401(k)s to advisory accounts, fees can quietly drain retirement assets. Greg breaks down the true co…
51:24
Will You Be Writing Checks to the IRS Even in Retirement? | Buffett Just Went to Cash, Should I Do the Same? | Choosing Your Retirement Planner by How They Get Paid
On this episode: Most people believe they will be in a lower tax bracket and will get tax refunds in retirement. That may not be true. Is it time to pull back on your market risk when you retire? Financial advisors get paid in many ways. What is right for you? Subscribe or follow so you never miss…
56:21
Has the Financial Industry Been Lying to You?
What if everything the financial industry has told you about retirement isn't quite the full story? Headlines insist you need $1.8 million to retire, yet only 3% of retirees actually have that — and 82% say they have enough and are happy. So what's really going on? On this episode, Greg Aler unpack…
11:41
A Headline the Financial Industry Is Going to Hate | Should You Have All Your Retirement in a 401(k)? | Retirement Tactics That Have Become Out of Date
On this episode: Maybe we don’t all need a million dollars to retire. Are we all leaning too much on our 401(k) money? It worked for mom and dad, why won’t it work for me? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenRese…
51:38
Avoiding Mistakes in the First 5 Years of Retirement | Too Many Assumptions in an IRA-to-Roth Conversion? | How Did This Guy Get Stuck in Probate for 5 Years?
On this episode: Many retirement plans fail in the first 5 years of retirement…why? Is an IRA-to-Roth conversion a good move for you? One article says be careful. How one man had to wait 5 years to settle his father’s estate, only to find out about a big tax surprise. Subscribe or follow so you ne…
48:21
Have You Put Your Retirement Plans on Hold Because You Are Nervous About The Market? | This Article on Tax Planning Got Pulled Down Quickly....Why? | Did I Use My Inheritance Correctly?
On this episode: The over heated stock market, the war, and inflation: Are these things keeping you from retiring? Have we found the perfect number for your IRA-to-Roth conversion? The purpose for a Will and how you spend your inheritance. Subscribe or follow so you never miss an episode! Check o…
48:33