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:
One of the Biggest Dangers to Your Retirement Security May Be…YOU! | Jack Bogle and a Super Simple Retirement Portfolio | Are You Responsible for Your Parents Debts When They Pass?
On this episode of Fire Your Financial Advisor: Can you “break the bank” on a retirement whim? Sometimes boring is better with investing. Is Vanguard taking it too far? When the estate had bills, how much do you have to pay? Subscribe or follow so you never miss an episode! Check out Fire Your Fi…
48:12
Your Will Shouldn’t Be a Surprise—How Inheritance Can Tear Families Apart
If your kids are shocked by what’s in your will, the damage may already be done. On this episode of Fire Your Financial Advisor, Greg Aler digs into why inheritances so often spark family conflict and how unclear estate planning can turn grief into litigation. Greg draws from years as an estate at…
12:43
When Clickbait Tries to Run Your Portfolio | The IRMAA Boogeyman and the IRA Tax Bomb | Bill Murray, Wrigley Green and a Memory That Hit Hard
On this episode: Headlines scream disaster—are you letting clickbait steer your retirement plan and risk tolerance? One Medicare premium bump can distract from the bigger IRA tax math—especially for spouses and heirs. A neat rule of thirds sounds simple—until your goals, emotions, and income needs …
55:09
Should You Push Your Social Security Off and Live on Your 401(k)?
What are the pros and cons of dipping into your 401(k) to let your Social Security payment grow? 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.
09:17
Dealing With One of the Most Uncomfortable Feelings in Retirement | A New 401(k) Idea You Need to Know About | My Advisor Invested My Money Without Asking Me
On this episode: Coming to grips with watching your balance go down in retirement. Should you ever put personal money into a workplace 401(k)? What happens when your advisor invests your money in ways you never asked for? Subscribe or follow so you never miss an episode! Check out Fire Your Finan…
1:00:05
The Annuity Backlash Doesn’t Match the Math
Everyone loves to hate annuities—yet $464 billion poured into them last year. What do all those retirees know that the loudest critics don’t? 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: F…
10:12
Why Are You Still Writing Checks to the IRS in Retirement? | Do “401(k) Boosters” Really Mean Higher Returns—or Just Higher Costs? | Should an Unrealized Inheritance Be Part of Your Retirement Plan?
On this episode: Without all that employer income, why do retirees get into tax troubles? IRAs often look like savings—but they can turn into one of the biggest tax liabilities retirees and their families face. A headline promises to boost your 401(k), but what’s actually being added behind the sce…
47:57
When Your Advisor’s Account Is Up More Than Yours | What Will Give You Retirement “Sticker Shock?” | A Move Many Have Discovered That Is Leading to Retirement Happiness
On this episode: The fallacy of “When you do better, we do better.” Hidden costs that may surprise you in retirement. Many happy retirees have established this bucket of money. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at Golde…
54:01
A Big Retirement Question: Should I Pay Off My Mortgage or Not?
Being debt free is a great goal in retirement. But at what cost? Sometimes paying off that mortgage makes more psychological sense than financial sense. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow o…
07:30
The Retirement Pothole Nobody Thinks They Will Hit
70 percent of us will need some kind of care in our elder years. That care could be VERY expensive. Saying, “That will never happen to me” is not a good strategy. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com o…
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