Fire Your Financial Advisor by Golden Reserve

Special Guest, VP Mike Pence, and Greg Aler are both writing books— who’s gonna sell more? Greg had the opportunity to sit with the former VP, learn more about his background and get his honest thoughts on Social Security (spoiler: he believes it’s the moral obligation of our country), as well as taxes and long-term care when it comes to planning for retirement.  See omnystudio.com/listener for pr...

Greg sits down with former Vice President Mike Pence to talk about his new book, the future of Social Security and two of our retirement boulders: Taxes and Long-term Care. Stocks for growth and bonds for safety? Warren Buffet says no. We are desensitized to the small fees we pay in our lives, and the financial industry knows it. Studies show 70% of women leave their financial advisor when the hus...

You’ve heard Greg talk about the 4 Boulders of Retirement. But what goes into developing the Retirement Roadmap needed to avoid those boulders. See omnystudio.com/listener for privacy information.

Discussions & Learnings: What your Dad taught you about money and what you hope to pass onto your kids.  What exactly happens when you call us, and how we can help immediately Navigating Taxes, Fees, Market Risk and Long-term Care in retirement Up vs. down Retirement Mountain and how strategies need to change JP Morgan Chase says there’s going to be “Market Hurricane” - how to care less Why being...

It’s hard to relate to big name athletes that make over 100 million dollars a year. But when you look at the much smaller number of their take home pay, we can relate. We are all dealing with taxes and advisor fees pulling away at our bottom line. Greg talks about two of the big Fee and Tax boulders we solve for Retirees at Golden Reserve. See omnystudio.com/listener for privacy information.

With all the talk of recession, is 100% of your life savings still on the blackjack table? Can you afford the ‘friendship’ with your Financial Advisor? Lebron James is dealing with the same fee and tax issues as our retirees. The realities of when annuities work and don’t work – what is the middle ground? A retired teacher is concerned about the advice she is getting from her advisor. See omnystud...

Warren Buffett loves stocks. Can you mimic his approach to investing in retirement? Spoiler alert: probably not. See omnystudio.com/listener for privacy information.

Warren Buffett loves stocks and market risk, should you? Many investors are backing out of this market to cash. Is that good advice? A great year in the stock market turned out to be a great year for Uncle Sam. Why are you still helping him? Should you have money in a Target Date Fund in your 401(k)? A Columbus teacher wonders if her financial advisor is giving good advice. Why all the debate abou...

Many people believe that Medicaid covers long term care expenses. There is some truth to that but there is a catch. Greg and special guest Anna Christine (an attorney with AlerStallings) explain the important details you need to know. See omnystudio.com/listener for privacy information.

Two of the big boulders of retirement are market risk and advisor fees. Let’s cut down on those costs and send more of that money your way. See omnystudio.com/listener for privacy information.

The bigger the risk, the higher the return, right? Trying to “catch up” right before retirement might be your biggest mistake. Sometimes boring is better. See omnystudio.com/listener for privacy information.

There is more and more interest in planning for the high cost of long-term care. But is there an age when it’s too late to have the conversation? See omnystudio.com/listener for privacy information.

The cost of long-term care can wipe out a lifetime of retirement savings. Many people still believe that Medicare and Medicaid will pay for it. Greg breaks down the truth and the myths. See omnystudio.com/listener for privacy information.

Nothing comes for free, especially when it comes to your retirement accounts. Investment and advisor fees can take tens of thousands from your retirement savings. Is there anything you can do about it? See omnystudio.com/listener for privacy information.

Inflation is causing stress on a lot of families. Some people are delaying retirement, and some are coming out of retirement. Can you build a retirement plan that gives you protection from future inflation? See omnystudio.com/listener for privacy information.

There is plenty of negative press about annuities. If that’s true, why do so many people use them? Greg breaks down the pros and cons of annuities. See omnystudio.com/listener for privacy information.

Each year, Bill Murray and his brothers host the Caddyshack Golf Tournament in St. Augustine, Florida. Greg was able to sit down with them and talk about the movie Caddyshack, retirement, and find out the worst financial advice they ever received. See omnystudio.com/listener for privacy information.

You have a “check engine” light in your car. Are you paying attention to your “check retirement” light? Studies show many people have to cut back their spending in retirement. Will you? Taking the guess work out of retirement planning. Why does your Social Security decision become more complicated if you are married? Greg talks to Bill Murray and his brothers about Caddy Shack, retirement, and the...

You can now buy a ticket for a 90-minute space ride for about 500 thousand dollars. If that’s not your thing, what kind of retirement can you build with the same amount? See omnystudio.com/listener for privacy information.

The report card is in on Wall Street fund managers, and we’d be generous to give them a “D” in stock picking. How can you take 100% of the risk and get 30% of the return? Welcome to Mutual Fund investing. How the Tax Boulder gets bigger in retirement. What are some of the most affordable ways to cover the high cost of Long-term care? See omnystudio.com/listener for privacy information.

Estate Planning Attorney Tim Stallings joins the show to discuss some misconceptions that retirees have about Estate Planning. See omnystudio.com/listener for privacy information.

How you deal with taxes BEFORE retirement should be very different IN retirement. If you don’t have a plan for taxes, Uncle Sam has a plan for you. Greg breaks down some of the surprises that retirees’ encounter and how the Golden Reserve Tax Map can help you limit your tax liability. See omnystudio.com/listener for privacy information.

A better way to think about annuities as interest rates rise. What to do if you have retirement account money all over the place. How financial advisor fees work and how to avoid them. The importance of having a relationship with a retirement planner when a crisis hits. How the tax boulder changes when you retire and why you need a TAX MAP. See omnystudio.com/listener for privacy information.

In everyone’s closet, there are clothes that haven’t been worn in years. They are outdated and just taking up space. Do you have the same thing going on with your retirement accounts? What do you have that needs to go to “Financial Goodwill?” See omnystudio.com/listener for privacy information.

The truth about taxes and the Secure Act 2.0.  A caller asks about protecting assets as her spouse has an emergency care need. When to toss certain investments and advisors. Retirement plans without a legal foundation may not be a plan at all. If you are concerned about the market crashing, you may not have a retirement plan. See omnystudio.com/listener for privacy information.