Fire Your Financial Advisor by Golden Reserve

Should all the recession talk concern you? | The secret to beating Uncle Sam is to pay taxes early | What many people believe about Social Security is wrong | The benefits of a Roth conversion


Listen Later

  • That dreaded “R” word and it’s not “Recession” 
  • You’re most likely up 170% over the last 10 years
  • Our Tax Map puts more money in your pocket, less in Uncle Sam’s
  • Do NOT wait until you’re 72 to take money out of the IRA
  • Widow’s and Kiddo’s tax - their higher earning rates could be a big hit
  • We’re the sheep dogs, the financial advisors are the wolves
  • Our flat-fee approach vs. their 1-2% certainty off the top
  • We make your retirement exciting by making your planning boring

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

Fire Your Financial Advisor by Golden ReserveBy Greg Aler

  • 4.1
  • 4.1
  • 4.1
  • 4.1
  • 4.1

4.1

15 ratings


More shows like Fire Your Financial Advisor by Golden Reserve

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,214 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,942 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

454 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

755 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,323 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

445 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

519 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

746 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

533 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

666 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

804 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

559 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

856 Listeners

Your Money Guide on the Side by Tyler Gardner

Your Money Guide on the Side

1,298 Listeners