Expedition Retirement by Golden Reserve
Expedition Retirement by Golden Reserve
The Expedition Retirement by Golden Reserve podcast 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 indus…Follow the podcast:
Most people agree, these are the hardest things about retirement | Changes for 2025 with your 401(k) | 3 ways to crash your retirement | Why do people ask for a second opinion and how hard is it to switch financial advisors?
On this week's show: What is real and what is perceived about retirement can be two different things. How do we plan for both? Some of you can put more in your 401(k) in 2025. Do you qualify? Avoid these spending mistakes in retirement. Why do people switch advisors and is it difficult to make that…
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How Will a Second Trump Presidency Affect Your Retirement Planning?
Lower capital gains, eliminating taxes on Social Security, lower estate taxes, and the deregulation of Wall Street. These are all issues that could affect your retirement. Will the next Trump administration make it happen and how will it affect you? Subscribe or follow so you never miss an episode…
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Will retirement planning change under Donald Trump? | 3 things to do after the death of a loved one | 4 common purchases people regret in retirement | How to get over “The Fear of Spending.”
On this week's show: Each new administration has different ideas about taxes. How will a second Trump Presidency affect your retirement planning? Estate Planning and Golden Reserve Partner Tim Stallings joins us to talk about losing a loved one. Time Shares, Boats, RVs, and that trip to Alaska or …
1:00:39
Is your retirement plan McBroken?
McDonalds has finally fixed the problem with the shake machines by hiring an independent company to fix them. Why is it important to hire an independent financial advisor rather than going to the big box firms? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or f…
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What if 2025 is a down year in the stock market? | The banks are posting record profits, and you are paying for it | 3 Reasons to have GOOD debt in retirement | Someone you know is not looking forward to the great wealth transfer
On this week's episode: Do you have a strategy for the next market pullback? \ Your next bank statement may show why banks are having a record year. There is good debt and bad debt. How much should you carry into retirement? If you inherited some money, why would your financial advisor be worried? …
59:31
The Moment Your Negative Feelings About Retirement Turn Positive
When we face an uncertain future, we get nervous. How can we help you turn your retirement worries into retirement confidence? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.
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This has been a record year for Roth conversions. Should you be looking at it? | Suze Orman says $2 million in retirement savings is “Chump Change” | Four ideas for passing down money to your kids and grandkids | The moment your negative feelings about retirement turn positive
On this week's show: If most of your money is in a 401(k), here’s a question you should be asking. Suze Orman is at it again, saying you haven’t saved enough. Is she right? Tax-smart ideas of how to pass money down to your family. Many of us are scared about the unknowns of retirement. How can you …
58:48
Everything You Need to Know About the Trump Tax Laws and If They Expire
The Trump Tax Laws are set to sunset at the end of 2025. If he doesn’t win another term as President, it could happen sooner. Either way, what does this mean for you as a tax payer and a person approaching retirement? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.c…
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How much of your retirement planning should be uniquely you? | A large company is doing a lot to help employees with Estate Planning | The Number One Regret of Retirees | The Future of the Trump Tax Cuts | Investing in Gold: A Risky Proposition
On this week's show: Major League Baseball stadiums are all uniquely designed, with different dimensions. How unique should your retirement plan be? Google is stepping up it's estate planning benefits for employees. Many people are delaying their retirement because they think they need more. Is tha…
57:14
Tax Free, Taxable, Tax Deferred. What does it all mean?
You probably know your investments should be diversified. What is TAX diversification? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.
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