Fire Your Financial Advisor by Golden Reserve

A couple planning for retirement seems to have done a great job, yet they still wonder if they have enough if one of them needs long-term care. How much is enough? 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.

Higher interest rates are actually helping pre-retirees. Why our retirement system is broken. Can you roll the dice on paying for long-term care? Taking Social Security while you are still working can cause a tax problem. What you need to know about Medicare. See omnystudio.com/listener for privacy information.

Halloween is coming up. Is your retirement plan about to run into Jason, Chuckie, Freddy or Ghostface?   See omnystudio.com/listener for privacy information.

How much do wars and other global events affect our stock market? 70% of Americans would leave their financial advisor if they don’t provide tax planning. Is your retirement plan a horror movie waiting to happen? 2008 saw the market go down by over 50%. Many of us are holding positions doing the same thing. Can you trade up to take advantage of these high interest rates?   See omnystudio.com/liste...

We like to say, “Fees are what you pay, value is what you get.” Are you getting value for what you are paying your financial advisor?  See omnystudio.com/listener for privacy information.

Cutting through the financial noise of CNBC and Fox Business. What everybody is asking about their 401(k). How has retirement planning “jump the shark?” We pay fees in many areas of our life. Does that make it ok with your retirement accounts? Home is where your dog lives, and your tax bill.  See omnystudio.com/listener for privacy information.

We highlight a study that puts investors with perfect market timing against those with other simple strategies. You’ll be surprised at the results. See omnystudio.com/listener for privacy information.

Market investing doesn’t have to be as complicated as they say. The S&P 500 has been flat for two years. What are your alternatives? Should you continue with the current rate on your CD? What is your Tax IQ and why is it important? Is Wall Street focused on the real issues of retirement? Why you need a retirement planner, not a financial advisor. See omnystudio.com/listener for privacy information...

By law you can’t call Pringles a chip. By law financial advisors must call themselves a fiduciary. At Golden Reserve neither one of these statements make any sense. See omnystudio.com/listener for privacy information.

How much insurance is necessary past the age of 60? 85 Trillion dollars will pass from boomers to their heirs. How will you handle those decisions? Watch out for “The Name Game” in the financial industry. Only 5% of Jimmy Buffet’s wealth came from his music. How did he create his other income and what can we learn from it? How the Golden Reserve Tax Map can help you from making a big tax mistake....

If you have a financial advisor, do you know what you’re paying them each year? Probably not, because the system they’ve built doesn’t include you writing a check each year. But 1 or 2 percent per year could cost you 40% of your retirement nest egg.  See omnystudio.com/listener for privacy information.

Higher interest rates have people moving away from the stock market. 30 percent of people do all their own investing, until they get to retirement. What brings on the change? If you watch for depressed stocks to find a deal, Bill Gates just took a flyer. How could advisor fees skim 40% of your retirement money? The guy on TV says planning for Long Term Care is easy. Does Greg agree? See omnystudio...

We are conditioned to look at a few things: Our rate of return and our account balance. While those are important factors, there are so many others that are glossed over by the financial industry. At Golden Reserve we are trying to change that. See omnystudio.com/listener for privacy information.

What goes into figuring out your REAL rate of return? How the Golden Reserve Tax Map can lower your tax bill in retirement. The biggest investment company in the world is recommending taking your money OUT of the market. Why? The tale of Dan and Stan: two brothers with the same amount of money that decided to retire at different times with different results. See omnystudio.com/listener for privacy...

We’ve all seen the anti-annuity commercials from Ken Fisher. Is he telling the truth? What is his motivation? Greg breaks it down line by line. #Retirement #RetirementPlanning #RetirementPlanner #Annuities #KenFisher See omnystudio.com/listener for privacy information.

They say you’ll be in a lower tax bracket in retirement. Is it true? What could the Social Security cutbacks cost you? What you need to know about the term fiduciary? How much of the bad press on annuities is true?  See omnystudio.com/listener for privacy information.

What good is that fancy leather bound binder with your financial plan when it’s sitting in a drawer someplace? See omnystudio.com/listener for privacy information.

There are only 7 stocks holding up the S&P 500. How the airlines and the financial industry lie to you. What good is that financial plan without the planning? Is it ok to get into your principle or should you just live off interest in retirement? Uncle Sam’s devious plan with Social Security taxes. How fees could cost you 10 years of retirement money. Don’t assume your retirement will work. Do the...

Over the next few years, over one third of financial advisors will retire. Where does that leave you? Do you stick with the kid they assigned you to or find someone new? See omnystudio.com/listener for privacy information.

Why are 94% of advisors talking to their clients about going back to work? There is good debt and bad debt. What about your mortgage? Are all those radio and TV commercials right about gold? My advisor is retiring. Do I continue with the young guy they assigned me to? If you are getting a big inheritance, who do you share that news with? If you buy an annuity, is your money locked up like a CD? Se...

The Golden Reserve Long Term Care Compass is a part of every Roadmap for Retirement. Greg discusses ways to deal with the rising cost of Long-Term Care without buying insurance. See omnystudio.com/listener for privacy information.

New 401(k) rules that you need to be aware of. How long can this stock market go without tipping into recession? Should your CPA be your retirement planner? Long Term Care insurance is only covering 20% of the bills for our elderly.  What do you want out of your retirement meeting at Golden Reserve?  See omnystudio.com/listener for privacy information.

Why does every Golden Reserve Roadmap for Retirement include the fee filter? This story is a perfect example. It’s not just the fees on the big millionaire accounts. It’s over-charging on the smaller accounts of the hard-working everyday people like you and me. See omnystudio.com/listener for privacy information.

What will it take for you to go into retirement with confidence? The Golden Reserve Fee Filter is a part of every Roadmap for Retirement. Today we tell you why. You need to replace your paycheck in retirement. If your advisor isn’t using every means possible, are they doing their job? Are you using YOUR plan for retirement, or are you following Uncle Sam’s plan?  See omnystudio.com/listener for pr...

Many of us put things off until the last minute. Putting off doing the math on your retirement can have consequences. We talk about making today “Day One” of retirement planning. See omnystudio.com/listener for privacy information.