Fire Your Financial Advisor by Golden Reserve

Every year there is a new number the experts say we need to retire. It keeps going up. But Shark Tank’s Kevin O’Leary has taken it to a new level. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and YouTube . See omnystudio.com/listener for privacy information.

On this week's show: The latest eye-popping number we need for retirement. Part of the financial industry needs a warning label. How reliable is Jim Cramer? What we usually miss in tax planning. A new idea for your 401(k) that has real merit. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and YouTube . See omnystudio.com/l...

Lainey Wilson is a Country Music star and a part on the hit show "Yellowstone". But even with all her success, she still struggles with spending money. Many retirees have the same problem.  See omnystudio.com/listener for privacy information.

On this week's show: Are the 2024 retirement rules changes helping or hurting? Should Social Security use the stock market? Lainey Wilson needed to borrow $100 for Taco Bell. Mom said, “Don’t touch the hot stove.” The financial industry has the same lesson with your 401(k). Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn an...

Greg Aler and Phil Huff of Golden Reserve look at an article for financial advisors on how to justify charging you more. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and YouTube . See omnystudio.com/listener for privacy information.

A 68-year-old widow questions her advisor’s tactics. New verbiage advisors are using to take more of your money. Is the object of retirement to “die with zero?” Have 401(k)s made any improvements in the last 10 years? Is your retirement plan missing a pilot?   Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and YouTube . Se...

Bitcoin gets a lot of press. But how do you invest in it? The SEC has now made it easier with a Bitcoin ETF. Should you make it a part of your portfolio? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and YouTube . See omnystudio.com/listener for privacy information.

Even though Jordan Belfort was wildly successful as a wall street trader, he has a very low opinion of financial advisors. Greg agrees and shares why he feels that way. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and YouTube . See omnystudio.com/listener for privacy information.

Jordan Belfort, “The Wolf of Wall Street,” is out of jail with surprising financial advice. Why part of the Golden Reserve Roadmap for Retirement is to do your taxes each year. How to recover from your financial mistakes. You have most of your savings in a 401(k). Is it on autopilot? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , L...

We look at interest rates, the Fed, markets, regional banks, The Magnificent 7, and more. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and YouTube . See omnystudio.com/listener for privacy information.

It’s the number one fear of people preparing for and in retirement: Running out of money. How the Golden Reserve "Roadmap for Retirement" can help you overcome it.   Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and YouTube . See omnystudio.com/listener for privacy information.

The headlines when the 401(k) came out were great. Now that we are using it in retirement, the headlines have changed. How do you overcome the main drawbacks of the 401(k)? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and YouTube . See omnystudio.com/listener for privacy information.

Moving money from a taxable bucket to a Roth can help with your tax liabilities in retirement. Is there a point when it’s too late? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and YouTube . See omnystudio.com/listener for privacy information.

How much cash is your advisor telling you to have on hand? Should you be buying insurance in your 60s? Is your 401(k) working overtime or stuck in a rut? Another celebrity who should have done better estate planning. Is there an age when Roth conversions no longer help? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and Yo...

Should you rely on your retirement savings to kick off income and never touch your principle? We talk about creating income from your 401(k) and the idea of spending some of your principle. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and YouTube . See omnystudio.com/listener for privacy information.

Why is “spend down” a dirty phrase in the financial world? Can anyone really tell me what a fiduciary is? Batman has lost Robin at Berkshire Hathaway. New ideas from the Senate and the White House to save your retirement money. Ron Barron explains his plan to beat inflation. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn a...

Yahoo Finance compiled a list of things you need to look at in the 5 years before retirement. Greg breaks them down and talks about how Golden Reserve's Roadmap for Retirement can help prepare for that day you hang up the cleats.  See omnystudio.com/listener for privacy information.

Is running out of money a real thing or a financial industry scare tactic? A pension company trying to up your fees. Are you a list maker? Time for your retirement checklist. Dave Ramsey is taking a lot of heat for a controversial statement. How much more money will you make working with a financial advisor?  Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or foll...

We all forget things, but when you see a pattern with your parents, what do you do? How do you step in to prevent a financial mistake due to cognitive decline? See omnystudio.com/listener for privacy information.

You’ve probably seen people who jump into a tub of ice water or into a hole in a frozen lake. The idea is that it’s such a shock to your system that you forget about stress and all the problems of your life to focus on one thing…getting warm. Greg Aler is an advocate of it. He talks about why and the “shocks to the system” that can happen in retirement. Subscribe or follow so you never miss an epi...

If you get the financial green light to retire DO IT! How too much risk can jeopardize your retirement dreams. Shaq has a great lesson for us about preparation. The financial industry wants you to believe that Social Security and your 401(k) is not enough. Is it true? Legendary record producer David Foster and his wife-singer Kathrine McPhee talk about their career and new documentary.   Subscribe...

The number one fear of people going into retirement is running out of money. Is it real or is it a manufactured fear that the financial industry wants you to believe?   Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and YouTube . See omnystudio.com/listener for privacy information.

Should you be worried about or should you celebrate higher interest rates? Myth Buster: Addressing the number one worry of people getting ready for retirement. Now that we are using our 401(k), is it coming up short? Passing down your financial legacy takes some planning. What is the right time to do a 401(k)-to-Roth conversion? Subscribe or follow so you never miss an episode! Learn more at Golde...

We’ve all heard of generation gaps. Different age groups have a hard time relating due to the ways they communicate. It can happen between financial advisors and their clients. Greg breaks down the biggest offenders.   Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and YouTube . See omnystudio.com/listener for privacy info...

How can you be tax efficient with your withdrawals? Greg plays myth buster with what number the financial industry says you need to live. Walking away from your employer paycheck is tough. The Golden Reserve income tent can calm those emotional worries of running out of money. How to approach the mental decline of mom and dad. My financial advisor seems smart, but I don’t understand what he’s sayi...