The Clipboard Test for Your Financial Advisor

What if the reason you're getting the same retirement answers is because everyone's asking the same questions? Greg Aler pulls back the curtain on the retirement industry and explains why so many advisors follow the same playbook, focusing on investments before addressing the risks that can have th…

Are You Waiting Too Long to Tap Your 401(k)?

The conventional wisdom says spend taxable money first and leave your 401(k) alone. But is that always the right conversation? Greg takes a closer look at retirement withdrawal strategies, IRA taxes, and why following a one-size-fits-all rule may overlook important considerations. Subscribe or fol…

Are You Making This Mistake with Your 401(k)? | How to Decide on Giving Your Kids Inheritance Early? | The Challenge of Retirement Planning When You and Your Spouse Have an Age Gap

On this episode: If you give money to your kids in their 20s and 30s it can make a big difference in their life. But how do you do it without putting your retirement at risk? Many couples have an age gap of more than 5 years. How does that affect your retirement planning? Subscribe or follow so yo…

Are You Saving for a Retirement You'll Never Enjoy? | Is Your IRA Feeding Uncle Sam Instead of Your Kids? | Are You Paying $4,000 an Hour for Five Hours a Year?

On this episode: Retirees spent just 11.8% of their savings over 20 years, and almost half did it on purpose. So what are they saving it for? Most retirees put their energy into picking investments. Meanwhile, taxes could take up to 40% of their biggest account. Ask your advisor how many clients th…

Would You Know What You're Paying Your Advisor If Your Kids Asked? | Two Brothers, Same IRA, Very Different Tax Bills | Is Your Advisor Speeding with Your Life Savings?

On this episode: A 63-year-old couple trusted the same advisor for 15 years. Then their son asked one simple question, and the answer was harder to hear than they expected. Two brothers started with $450,000. Ten years later, their balances looked almost identical, except one of them was carrying a…

No Cheeseburger in Paradise for the Jimmy Buffett Estate

Jimmy Buffett left his wife $275 million. She can’t get it because it’s tied up in court. Subscribe or follow so you never miss an episode! Check out The Fire Your Financial Advisor Retirement Show on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.

How Your Retirement Plan is Like a Jigsaw Puzzle | Can You Spend Too Much in Your First Year of Retirement? | Another Opinion on Roth Conversions and RMDs

On this episode: What is the most important piece of your retirement plan? Many people are spending 10% of their savings in the first year of retirement. Is that too much? One advisor says the “tax time bomb” is no big deal. Subscribe or follow so you never miss an episode! Check out The Fire You…

I Took My Retirement to Two Different Advisors with Very Different Results

How do you decide if the advice you are getting is right for you when you get two differing opinions? Subscribe or follow so you never miss an episode! Check out The Fire Your Financial Advisor Retirement Show on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.

Does All This Talk About Interest Rates Mean Anything to Your Retirement? | It's Time to Stop Listening to Kevin O'Leary | Is Your Estate Plan Worth the Paper It's Printed On? | Someone Who Is Letting Financial Headlines Dictate His Retirement Decision

On this episode: The up and down on interest rates. What works in your favor? We are now calling Kevin O'Leary, WEARY O'LEARY. A Will and a Trust is not enough without managing the details. He hates his job and he has the money...but the headlines are holding him back. Subscribe or follow so you n…

Should retirees “Buy the Dip?”

In retirement, should you be looking for opportunity in the stock market or should you leave those days behind? Subscribe or follow so you never miss an episode! Check out The Fire Your Financial Advisor Retirement Show on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & …