Estate Planning Attorney Tim Stallings joins the show to discuss some misconceptions that retirees have about Estate Planning.

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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.

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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.

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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 They are outdated and just taking up space.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?”

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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.

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When your kids inherit your lifetime of savings, how would they handle it? Will they be responsible, or will they spend it all in a short period of time? How you can have a say in making your money last, even after you're gone.

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Unnecessary fees can be more risky than inflation. The limits of Robo-Advisors in supporting retirement. A listener question about Estate Planning and avoiding probate. What is the right risk to take in retirement? 

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Many people have no clue about how much they are paying for their retirement accounts. They don’t write a check every month, so it must be free, right? Wrong. Greg breaks down how the financial industry charges and how it takes a lot of digging to find out the truth.

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Understanding Uncle Sam’s plan for your IRA taxes is a big part of planning for your Retirement. Particularly the 'widows and kiddos' penalty he has in store if you don’t have the right plan. Learn how having a Tax Map can make all the difference when it comes to saving your IRA dollars.

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Is 6 hours enough time to develop your Roadmap for Retirement – and what should it include? A Newark, OH caller asks how to protect his IRA from Uncle Sam in retirement. Why relying on a family member as a caregiver may not be the safest plan for long-term care. The realties of a recession and your retirement plans. Why the ‘widow' penalty and 'kiddos’ penalty are all part of Uncle Sam’s plan for your IRA. Talking about the right time to do Roth conversions. Learn about Greg’s upcoming book release, ‘Fire Your Financial Advisor’. The bitter truth about fees, and how they get away with it.

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