The Fire Your Financial Advisor Retirement Show by Golden Reserve
The Fire Your Financial Advisor Retirement Show by Golden Reserve
The Fire Your Financial Advisor Retirement Show 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 trillio…Follow the podcast:
No Cheeseburger in Paradise for the Jimmy Buffett Estate
Jimmy Buffett left his wife $275 million. She can’t get it because it’s tied up in court. Subscribe or follow so you never miss an episode! Check out The Fire Your Financial Advisor Retirement Show on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.
14:13
How Your Retirement Plan is Like a Jigsaw Puzzle | Can You Spend Too Much in Your First Year of Retirement? | Another Opinion on Roth Conversions and RMDs
On this episode: What is the most important piece of your retirement plan? Many people are spending 10% of their savings in the first year of retirement. Is that too much? One advisor says the “tax time bomb” is no big deal. Subscribe or follow so you never miss an episode! Check out The Fire You…
58:32
I Took My Retirement to Two Different Advisors with Very Different Results
How do you decide if the advice you are getting is right for you when you get two differing opinions? Subscribe or follow so you never miss an episode! Check out The Fire Your Financial Advisor Retirement Show on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.
06:17
Does All This Talk About Interest Rates Mean Anything to Your Retirement? | It's Time to Stop Listening to Kevin O'Leary | Is Your Estate Plan Worth the Paper It's Printed On? | Someone Who Is Letting Financial Headlines Dictate His Retirement Decision
On this episode: The up and down on interest rates. What works in your favor? We are now calling Kevin O'Leary, WEARY O'LEARY. A Will and a Trust is not enough without managing the details. He hates his job and he has the money...but the headlines are holding him back. Subscribe or follow so you n…
54:53
Should retirees “Buy the Dip?”
In retirement, should you be looking for opportunity in the stock market or should you leave those days behind? Subscribe or follow so you never miss an episode! Check out The Fire Your Financial Advisor Retirement Show on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & …
10:43
How Active an Investor Should You Be in Retirement | Do You Have a Plan When Social Security Cuts Back? | This Woman Fell Right into Uncle Sam’s Tax Trap | Is Inflation A Retirement Killer?
On this episode: How much wheeling and dealing should a retiree do in the stock market? Social Security says they will cut checks back by 28% in 6 years. Are you ready? What you need to know about inherited IRAs. Keeping inflation in perspective. Subscribe or follow so you never miss an episode! …
48:40
A Listener Who Discovered What Is Truly Important in Retirement | Are You Focused Too Much on What Is Moving Your Money Forward Instead of What’s Pulling It Back? | Where You Have Your Money Placed Determines How You Spend It | Legal Documents: The Importance of Getting It in Writing
On this episode: Retirement is a time to spend and enjoy not a time to clip coupons. Why celebrate a 10% market win when you are losing 30% on taxes? How people view monthly income vs their account balance. Covering your bases with the correct legal documents in retirement. Subscribe or follow so …
46:28
Think You Can DIY Your Retirement Taxes? Here's What It Might Cost You | The $3 Trillion Problem Wall Street Doesn't Want to Talk About | The Retirement Account You're Probably Underusing
On this episode: A retired CPA has one warning for his friends. Greg breaks down why taxes get trickier after you stop working — and where DIY filers tend to slip up. Wall Street has a $3 trillion headache, and it's your cash. Greg unpacks why advisors get uneasy when money moves to the sidelin…
50:34
It Is Very Possible You Could Pay MORE Taxes in Retirement
Most people believe with no job their tax bill will go down in retirement. That is not always true. The question is, what can you do about it? 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: …
10:11
Dad Gave His House to His Daughter and the Problems Began | Can You Bring Life to Your Old Assets? | How Is That Gold Doing That You Bought Last Year?
On this episode: • A dad in Florida gave his house to his daughter. The 55 plus rule became a problem. • Evaluating that old stock from mom and dad. • Gold was all the rage last year, now what? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! L…
56:57