Many times people who seek help planning for retirement are more successful than those who don’t. So why do 75% of people NOT use a financial advisor. We go through the list and show how Golden Reserve is changing the story.

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Golden Reserve Founder Greg Aler and Retirement Planner Phil Huff discuss markets, risk, AI, investment fees, and the real story behind your Social Security benefit.

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After the Super Bowl, every team is looking to rebuild or refresh for next season. Is it time for you to do the same thing with your retirement plan?

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On this episode:

• What do we usually see when people come in for a second opinion?
• Don’t be Bad Santa when passing down money.
• How Golden Reserve is different with how you pay for services.
• As you plan don’t forget what happened in 2008.

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You’ve saved and saved over the years. What does that mean you will get per month in retirement? Social Security is one part, what about the rest?

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On this week's show:

• Evaluating what you pay and what you get from your financial advisor.
• Don’t saddle your kids with a huge tax bill.
• You want to sell your business to fund your retirement? Timing is key.
• What will your paycheck be each month in retirement?

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In your 20s, 30s, 40s and even 50s, you may have put a lot of money into the stock market. But in retirement they tell you to pull back on that risk. Is there a percentage that most people use?

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On this week's show:

• Having your money at risk may be ok when you’re young. What should your stock market risk be in retirement?

• The financial question no one can answer.

• Should you pay your conversion tax bill with savings or your IRA?

• Is your future annuity payment in danger because your insurance company is stretched?

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The last wishes of a family member should be spelled out in a will. But what if that will has surprises and causes family problems? It happens a lot. How can you avoid it?

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On this week's show:

• Why is 2025 a good year to retire?
• When Grandpa’s last wishes seem unfair.
• Worried about running out of money? One professor says go all in on the stock market.
• What will be your legacy when you are gone? Money or memories?

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