Fire Your Financial Advisor by Golden Reserve

How much insurance do you really need in retirement? | Should your investing habits change as you near retirement? | What can we learn about income planning from Jimmy Buffet? | Why taxes are not a do-it-yourself project


Listen Later

  • How much insurance is necessary past the age of 60?
  • 85 Trillion dollars will pass from boomers to their heirs. How will you handle those decisions?
  • Watch out for “The Name Game” in the financial industry.
  • Only 5% of Jimmy Buffet’s wealth came from his music. How did he create his other income and what can we learn from it?
  • How the Golden Reserve Tax Map can help you from making a big tax mistake.     

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Fire Your Financial Advisor by Golden ReserveBy Greg Aler

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