Fire Your Financial Advisor by Golden ReserveFire Your Financial Advisor by Golden Reserve

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?

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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.

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Fire Your Financial Advisor by Golden Reserve

The Fire Your Financial Advisor Podcast by Golden Reserve is for every-day retirees. We challenge fi 
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