Fire Your Financial Advisor by Golden Reserve
Fire Your Financial Advisor by Golden Reserve
Playlist by Fire Your Financial Advisor by Golden ReserveThe 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. Joi…Follow the podcast:
373 clip(s) in playlist
Ask Greg: Once You Max Out Your 401(k), Then What?
You are invited to submit your questions about investing and retirement with our web site Askgregradio.com. This week we handle a question about your 401(k) and other tax deferred accounts. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Face…
07:05
A Retirement Lesson from AI
Hertz is using AI to find tiny dings in rental cars to charge more. What are the dings in your retirement accounts that are costing you money? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.
11:46
In Retirement Do You Want More Money or More Experiences? | The “Unseen Dings” to Watch Out for in Your Investments | Being Generous to a Fault with Estate Planning
On this episode: A thought that might change your whole attitude about retirement. Fees, taxes, and overlapping. A few things to watch out for in your 401(k). Putting your retirement in jeopardy because you want to help your kids. Subscribe or follow so you never miss an episode! Learn more at …
54:15
Confusion About How Your Pension Fits into Your Retirement Plan
Is your emergency account considered safe money? How does your pension fit in? One retiree is confused about the messages the financial industry is sending. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.
10:20
Retirement Ideas That Sound a Lot Better Than They Are | How Advisors and Retirees Can’t Get on the Same Page | How Many People Are Blindly Following Uncle Sam’s Plan for Their IRA?
On this episode: A retirement lesson from Oreos. How advisors and clients differ on the market risk discussion. Does your advisor do estate planning, or does he/she just pass out business cards? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social:…
1:00:57
A Common Mistake Parents Make in Retirement
Switching the deed on your home to your kids may seem like a good idea, but it can lead to problems. We break them down. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.
09:48
Blowing Up Wall Street Predictions | The Dangers of Over-Estimating Certain Areas of Retirement Success | 401(k) Choices at Retirement
On this episode: How much should we listen to the market predictors? The pros and cons of your 401(k) choices in retirement. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.
53:58
What Do I Do with My RMD if I Don’t Need the Money?
When you turn 73, Uncle Sam says you have to start taking money out of your 401(k) and IRAs. But what if you don’t need it to live? Does it become a big tax headache? Greg breaks down how the RMD options. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow …
10:55
Follow These 5 “D’s” of Estate Planning | A Retirement Lesson from the World Series | There Are Two Very Different Investors in the Stock Market Right Now
On this episode: We have a list to button up your estate planning concerns. Your RMD may be nothing to fear. The magic of deferral. Retirement investors have a different view of this stock market. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow …
1:01:15
2026 Could Bring Major Changes to Your 401(k)
New rules about the 401(k) catch-up provision means you could lose some of your 401(k) options. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.
10:40