Seeing is believing in retirement planning | What part of your portfolio needs a good scrubbing? | Estate Planner Tim Stalling joins us to talk about avoiding mistakes with inheritance, the pros and cons of putting your house in your child’s name, and how much should you share about your will
On this week's show: How doing the math on your retirement can make it real. Finding the dirt in your portfolio. The pitfalls of estate planning shortcuts. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.
Thanks, Mom, for all that you taught me
Financial lessons in life can come from many difference places, but sometimes the example that you see day in and day out from mom can be just as meaningful. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.
April was the worst month of 2024 in the market. Will it continue? | What is “hostile territory” in retirement planning? | A lesson from Tom Hanks | What is your income side hustle in retirement? | A salute to mom
On this week's show: The market ups and downs continue. What does it mean to retirement savers? A phrase you don’t want to hear from your financial advisor. After Social Security and 401(k)s, where does your next check come from? Financial lessons from Mom for Mother’s Day. Subscribe or follow so…
4 Retirement Mistakes to Avoid in 2024 | Do You Know Your Tax Bill In Retirement? | Does a Financial Advisor Really Get You Ahead? How Do You Know if You’re Covered with the Income You Need for Retirement?
On this week's show: Greg outlines the most common mistakes he sees people make as they plan for retirement. When it comes to taxes, there are the informed and the uninformed. Which are you? Is gold a good idea to protect yourself from a market crash? Subscribe or follow so you never miss an epis…
Should you be buying gold right now?
You see the ads on TV and radio. Now even Costco is selling gold. Should you include gold in your retirement portfolio? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.
Estate Planning Attorney Tim Stallings talks about wills, trusts, long term care options and building a lasting inheritance | Things you SHOULD splurge on in retirement | Three signs you’ve outgrown your financial advisor
On this week's show: The conversation about protecting your money goes further than simply guarding against a market pull back. Estate Planning Attorneys Greg Aler and Tim Stallings dive into the legal issues you need to address in your retirement planning. Why financial advisors DON’T want you to …
3 Signs You’ve Outgrown Your Financial Advisor
Is your financial advisor giving you the value you deserve? Are they focused only on investments or retirement planning? Is the advisor that got you TO retirement the same advisor that should guide you THROUGH retirement? Subscribe or follow so you never miss an episode! Learn more at GoldenReser…
5 Things You’ll Never Regret Having in Your Retirement Plan
Only 18% of retirees have a written retirement plan. If you want to put it down on paper, where do you start? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.
Is this inflation number the new norm? | Outrageous advisor fees you should avoid | Extra steps to consider for early retirement planning? | A 401(k) lesson from Will Ferrell
On this week's show: What does this falling market and rising inflation number mean to you? Why no one is talking about advisor fees, but they should be. What happens if you want to retire before Medicare age? The tax trap of the 401(k). Subscribe or follow so you never miss an episode! Learn m…
The fee structure in the financial industry is crazy!
Where else in the world do they charge you for a product or service by how much money you have? NO WHERE! Except the financial industry... Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.