Greg Aler

Fire Your Financial Advisor by Golden Reserve

Business EN ↓ 419 episodes

The Fire Your Financial Advisor Podcast by Golden Reserve is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social:...

Author

Greg Aler

Episodes

Dividend Paying Stocks: Is It Still a Good Idea? 12.08.2025 7:58

One big company just cut their stock dividend in half. Is this a trend? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and YouTube . Or Call us at 855-546-2074 to schedule an appointment. See omnystudio.com/listener for privacy information.

7 Assumptions People Make About Retirement That Could Hurt You | “All I get from my Financial Advisor is invoices!” | My IRA-to-Roth Conversion Hit a Snag 09.08.2025 55:58

On this episode: Taxes, the markets, inflation, and your health. Don’t assume it will remain the same. How often do you hear from you advisor? It’s a problem, but a good problem. 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.

72% of Seniors Say They Wish They Had Done THIS Before Retirement 05.08.2025 9:02

Many seniors skip this retirement tax strategy. Then they get into their 70s and regret 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.

Filling the Upcoming Gap in Your Social Security Check | A 401(k) With Fees 64 Times the Norm! | Many Advisors are Using a Strategy Now That They’ve Never Used Before 02.08.2025 53:47

On this episode: Social Security may cut your check soon by 20%. What do you do? Is your 401(k) loaded with fees? How many financial advisors are turning to…GASP…annuities to fill retirement income needs. 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...

The Saving and Income Formulas Don’t Work 29.07.2025 7:08

The rule of thumb is that you need to replace 80% of your current income to continue your lifestyle in retirement. Does that formula work? 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.

Greg Aler and Tim Stallings on Estate Planning Issues of Protecting Your IRA, Your Savings, and Your House | You Want to Retire but You Aren’t at Retirement Age | How Much Faith Do You Have in the Stock Market Going Forward 26.07.2025 55:58

On this episode: Protecting your assets against the high cost of long-term care. Should you put your kids on the title of your home? You can’t handle work one more day, but you feel you are too young to retire. Will the market go up another 150% in the next 10 years? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and...

Over Half of Us are Terrified of THIS in Retirement 22.07.2025 9:05

Can you replace some or all of your paycheck in retirement? It’s an issue many of us don’t know how to solve. 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 Closer Look at the Big Beautiful Bill and How It Could Affect Your Retirement Planning | How Often Does the Market Crash? | What Retirees Say They Are “Terrified” Of 19.07.2025 55:48

On this episode: Taxes, Social Security, and Medicare: What are the changes under the Big Beautiful Bill? We are all scared of the next stock market crash. Should we be? How can we solve the problem that scares retirees the most? 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 p...

Where NOT to Put Your Retirement Money 15.07.2025 12:30

There is lots of advice out there on where to put your money. We have a list of 7 places NOT to put your money. 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 Huge Advisor Foul Up | 7 Places NOT to Put Your Retirement Money | An NFL Quarterback Gets a Tax Surprise | The Rage About Rates: Does It Really Matter? 12.07.2025 56:20

On this episode: What to do when your advisor makes a mistake. Avoid these places with your retirement money. How does all the talk about interest rates effect you?   A retirement lesson from the Road Runner and the Coyote. 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 pr...

Does Your Advisor Call You Back? 08.07.2025 9:20

What happens when your financial advisor won’t call you back? We break down the risks, the red flags, and what to do when silence costs you. 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 Are We Asking, “How Does My Retirement Compare to Everyone Else?" 05.07.2025 7:58

You see it in the financial headlines. How much should I have saved at this age? For some reason we want to know how we are doing compared to everyone else. Is that a good thing or not? 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.

TINA is Back! (And We’re Not Talking Tina Turner) 01.07.2025 9:08

TINA (There is no alternative) is how people feel about the stock market. If you want growth, it’s the only game in town. But is that true? 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 3 Worst Things to Inherit | The Big Retirement Issue People Ignore | What Could Grab Half Your Retirement Money? (And It’s Not the Stock Market) | Should You Live Off Your IRA to Let Your Social Security Grow 28.06.2025 54:19

On this episode: Don’t be Bad Santa when sending money and assets to your children. The upside and downside of living into your 90s. A down stock market isn’t your only enemy in retirement. 4 trillion dollars are in these funds in 401(k)s and maybe they shouldn’t be. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook ,...

Retirement Advice from Clint Eastwood 24.06.2025 7:24

Clint Eastwood doesn’t want to do sequels when he makes movies. Are you stuck in a financial plan that is “the same old thing”? 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.

Is 2008 Still Affecting Your Investment Decisions? | How Much Should You Have in Your Cash Account? | How Much Will Politics Affect Your Retirement Accounts? 21.06.2025 55:29

On this episode: Moving on from the scarring of the 2008 financial crisis. Where is your comfort zone with cash, and what should that account be used for? Retirement laws are constantly changing. How do you stay ahead? 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...

Uncle Sam: The Rottweiler of Retirement 17.06.2025 8:53

June is Dog Bite Awareness Month. How much of a bite will Uncle Sam take out of your retirement money? 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 “Running Out of Money” Crowd May Be Lying to You | When Should You Get Off the Market Roller Coaster? | How Many People Have Actually Saved a Million Dollars for Retirement? 14.06.2025 54:49

On this episode: A new study says with savings and Social Security together your retirement money could last 40 years or more. At what point should you start to ease out of the stock market? You’ll be shocked at how many people are having a successful retirement and don’t have a million dollars. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow...

A New Trend with Estate Planning 10.06.2025 7:04

Some boomers are electing to skip their kids and send their inheritance down to their grandchildren. We explore the pros and cons and what to watch out for. 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.

Fire Your Financial Advisor Podcast Trailer 09.06.2025 0:45

The Fire Your Financial Advisor Podcast by Golden Reserve is for every-day retirees. Join us each week for straight shooting, honest advice on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings.  Subscribe or follow so you never miss an episode! Learn mor...

Is the Fear of Running Out of Money Overblown? | Do You Have “Fire Starters” in Your Portfolio? | A New Trend in Inheritance | Norm on Cheers Helps Us with Retirement 07.06.2025 57:35

On this episode: A new study says maybe you won’t run out of money in retirement. What are the potential trouble spots in your retirement plan? Skipping right to the grandchildren for inheritance. Classic lines from the financial industry that don’t hold up. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook , LinkedIn and Yo...

Tax Nightmare at Age 90 03.06.2025 5:05

When you get into retirement, you’ll pay fewer taxes…right? Not always. We have a story that shows how important it is to consider IRA-to-Roth conversions in your 60s. 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.

Overcoming the Fear of Running Out of Money in Retirement | Do You Have a “Newark” Portfolio? | These RMDs Are Killing Me! 31.05.2025 56:22

On this episode: Developing a “pension-like” income. Is your Financial Advisor communicating or are you in a blackout? A possible snag in the IRA-to-Roth conversion. 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.

Are You Making These Retirement Tax Mistakes? 27.05.2025 5:20

Greg Aler talks about minimizing taxes on your IRA and 401k in retirement, how improper tax planning could cost you half your savings and strategies to help you keep more of your money. 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 Do We Solve the Fear of Running Out of Money? 24.05.2025 8:08

The fear of running out of money in retirement is real, even for people with a lot of savings. What will it take to give you the confidence to spend and enjoy your retirement? 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.