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

Think You Can DIY Your Retirement Taxes? Here's What It Might Cost You | The $3 Trillion Problem Wall Street Doesn't Want to Talk About | The Retirement Account You're Probably Underusing

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On this episode:

  • A retired CPA has one warning for his friends. Greg breaks down why taxes get trickier after you stop working — and where DIY filers tend to slip up.

  • Wall Street has a $3 trillion headache, and it's your cash. Greg unpacks why advisors get uneasy when money moves to the sidelines, and how much risk retirees really need.

  • A listener in Indianapolis has a growing HSA and a big decision. Greg talks through whether to let it compound or put it to work now.

  • A dripping faucet can fill a swimming pool. Greg uses that image to explain how small percentage fees quietly add up, and how a fee analysis reveals what you're paying.

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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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