Fire Your Financial Advisor by Golden Reserve

When will you seek out retirement advice? Someday? Or will you make today “Day one”? Are you overexposed to stock market risk because you are trying to “catch up”? What can we learn from the 5-year fight over Aretha Franklin’s will?   If your advisor hates annuities, do you know the real reason why? Should a Roth IRA be part of your retirement strategy?   See omnystudio.com/listener for privacy in...

Your 401(k) is infested with taxes. Your 401(k) has limited investment choices. Your 401(k) can have unnecessary fees. Your 401(k) does not end in a check like a pension. When it comes to retirement planning, is your 401(k) obsolete?    See omnystudio.com/listener for privacy information.

How can you be master of your money and not allow your money to be the master of you? Historically the market returns 7 to 8%. What if we saw an extended time of only 2% returns? Why are lawsuits up against fiduciaries? Is the 401(k) model now out of date? Do you need to wean yourself off of the stock market? See omnystudio.com/listener for privacy information.

If you like to visit a casino, it’s not shocking that the rules on some of the games are changing in favor of the house. Many people feel that way about the financial industry. How do you identify it and tip the rules in your favor for retirement? See omnystudio.com/listener for privacy information.

How Golden Reserve is helping you fight back against a financial system built more for them than for you. Our politicians keep changing the rules on how and when we can access our retirement money. Ken Fisher says inflation is dead and this year will be a huge bull market... How a Golden Reserve Elder Law Attorney can help with the important legal papers of retirement. See omnystudio.com/listener...

A survey was done about what it takes to be rich. While everyone had a big number in mind, the survey also found that many people aren’t looking at that number and have other definitions of what it really means to be rich. See omnystudio.com/listener for privacy information.

What happens when mom and dad leave you without a will and an estate plan? No one wants to hear this word at a retirement meeting. Are you using your 401(k) as a piggy bank? What is your idea of being rich? Is it always connected to your bank account?  See omnystudio.com/listener for privacy information.

Warren Buffett knows investing. He has a warning about what could be the number one enemy of your success. See omnystudio.com/listener for privacy information.

How to choose that person to help you through the retirement planning process. Wisdom from Warren. The marketing campaign against annuities. How much is true? You want to enjoy your money in retirement. Does your financial advisor feel the same way? See omnystudio.com/listener for privacy information.

The US Open is one of the toughest tests of golf. Participants talk about playing defensive and par is a good score. Greg goes through the retirement lessons we can learn from that mindset. See omnystudio.com/listener for privacy information.

How did your dad influence the way you handle money? The Target Date Fund: 401(k) tool or marketing ploy? As you get closer to retirement, should you lean more toward the Roth than the 401(k)? What can we learn about retirement planning from blackjack and the US Open? See omnystudio.com/listener for privacy information.

What happens if the stock market isn’t kind to you in the first few years of retirement? We used to believe a million dollars would provide a great retirement. Why is Wall Street telling us we need so much more? The 401(k) replaced the pension. Should we rethink that? Rising interest rates have brought back CDs, Money markets, and annuities. How “boring” is the new investing trend.  See omnystudio...

At Golden Reserve, we regularly point out the conflict between retirement plans designed for you to enjoy your money and financial advisors that get paid more if you don’t spend your money. We highlight a story that clearly shows this flaw in the system. See omnystudio.com/listener for privacy information.

What do you absolutely have to get right before retirement? Does your family history matter in financial planning? How Golden Reserve goes far beyond the cookie cutter portfolio approach. Pensions can be great unless you’re single. Should you expect your retirement principle to never go down? What is the real definition of fiduciary?    See omnystudio.com/listener for privacy information.

You have a check engine light in your car, which means it’s time for a tune up. Is the "check retirement" light going off in your head? What should be your next step? See omnystudio.com/listener for privacy information.

Join Greg Aler of Golden Reserve on Expedition Retirement as he dives into the flaws of the financial industry when it comes to retirement planning. If your “check retirement light” is on, what is your next step? What 89% of people want from their 401(k) but aren’t getting.  You’ve saved a good nest egg. You’ve won the game, why are you still at risk? How tax laws penalize the widow. What we can l...

Finding the balance between the need for growth and the need for protection with your retirement money. See omnystudio.com/listener for privacy information.

If you feel stuck in an annuity contract, can you get out? Protecting against the nursing home getting all of your money. Interest rates keep going up, but for how long? Over 30 cents of every dollar you have in retirement will go here. Can you build a sustainable retirement on 4% to 5% growth? See omnystudio.com/listener for privacy information.

Certain financial moves in your life will come by reaching a certain age. Greg runs down the important milestone ages and what opportunities they bring. See omnystudio.com/listener for privacy information.

What financial products have the ability to change with the times? The Trump Tax Reforms will expire in 2026. How will that affect you? How one NFL quarterback showed what was most important to him when he signed his first contract. A guide to retirement planning by age. See omnystudio.com/listener for privacy information.

The Government is constantly looking for new ways to tax us. Greg shows how the Golden Reserve Tax Map can help you cut your tax bill in retirement. See omnystudio.com/listener for privacy information.

How much of your retirement money do you want on the blackjack table? Will you spend more in retirement than in your working years? Interest rates are up. Where should I put my money? Having a sensible estate plan for your money. Taxes: Do you want Uncle Sam’s plan or your plan?  See omnystudio.com/listener for privacy information.

The financial world is full of warnings about running out of money in retirement. Why doesn’t Wall Street want us to enjoy our money? See omnystudio.com/listener for privacy information.

How a Golden Reserve Tax Map can help you reduce taxes in retirement. The financial industry spreads fear that you will run out of money. How do you go into retirement with confidence to spend? The 60/40 portfolio: Is it making a comeback? Why does one 401(k) work better than another? Actors, musicians, and pro athletes all use annuities to defer income. Why wouldn’t they be good for the rest of u...

How much should you watch or act on information and predictions that you see on financial TV? Mom always told us, “consider the source.” See omnystudio.com/listener for privacy information.