The Fire Your Financial Advisor Retirement Show by Golden Reserve

The Fire Your Financial Advisor Retirement Show by Golden Reserve

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The Fire Your Financial Advisor Retirement Show by Golden Reserve episodes

  • It Is Very Possible You Could Pay MORE Taxes in Retirement

    Most people believe with no job their tax bill will go down in retirement. That is not always true. The question is, what can you do about it?

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    See omnystudio.com/listener for privacy information.

    11 min
  • Dad Gave His House to His Daughter and the Problems Began | Can You Bring Life to Your Old Assets? | How Is That Gold Doing That You Bought Last Year?

    On this episode:

    • A dad in Florida gave his house to his daughter. The 55 plus rule became a problem.
    • Evaluating that old stock from mom and dad.
    • Gold was all the rage last year, now what?

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    See omnystudio.com/listener for privacy information.

    57 min
  • The One Retirement Question That Could Change How You View Market Risk | The Inheritance Assumption That Can Backfire | Could Your IRA Become a Bigger Tax Problem Than You Expect?

    On this episode:

    • Is market volatility really the biggest retirement concern, or is there a more important question hiding in plain sight?
    • "Whatever's left, they can have" sounds simple. Why that mindset may create challenges for spouses, children, and heirs.
    • Healthcare costs, spending habits, and other unexpected realities can reshape retirement faster than many people anticipate.
    • A large IRA could create unexpected tax consequences. Discover why timing may matter more than many retirees realize.
    • Most retirees picked guaranteed income over a lump sum. Their answer reveals an intriguing retirement mindset.
    • Advisor fees can add up over time. A closer look may raise questions many investors never think to ask.

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    Check out Fire Your Financial Advisor on YouTube!

    Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.

    See omnystudio.com/listener for privacy information.

    52 min
  • When Was the Happiest Time of Your Life?

    Studies show that the happiest decade of our life is our 60s. What should you be doing to make that a reality?

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    Check out Fire Your Financial Advisor on YouTube!

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    See omnystudio.com/listener for privacy information.

    9 min
  • Don’t Let This 401(k) Mistake Happen to You | Is This a Good Time to Take a Profit from the Stock Market? | Should You Push Off Social Security and Live Off Other Retirement Accounts?

    On this episode:

    • She bought her dream house on the beach but may have done it the wrong way.
    • Is the greed factor getting you in this stock market?
    • If you delay Social Security and draw off your 401(k), does the math work?

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    Check out Fire Your Financial Advisor on YouTube!

    Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.

    See omnystudio.com/listener for privacy information.

    1 hr 2 min
  • Why Does the Financial Industry Want You to Hate Annuities?

    What if the biggest reason retirees avoid annuities has nothing to do with the product itself? Greg examines why annuities continue setting sales records while remaining one of the most criticized financial tools. He breaks down the differences between annuities, CDs, and market-based investments, explains the role of guarantees and risk management, and shares his perspective on why parts of the financial industry push back against them. Plus, a look at where annuities may fit within a broader retirement strategy.

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    Check out Fire Your Financial Advisor on YouTube!

    Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.

    See omnystudio.com/listener for privacy information.

    12 min
  • The Market Keeps Chasing the Next Big Thing—Should Retirees? | A Financial Advisor's Advice Raised Some Eyebrows | The Biggest Retirement Regrets People Have in Their 60s

    On this episode:

    • Micron's earnings sparked excitement, but market volatility remains. Greg explains why retirement planning shouldn't depend on stock picking or chasing the next hot investment.
    • From 401(k)s to advisory accounts, fees can quietly drain retirement assets. Greg breaks down the true cost of financial advice and why value matters.
    • An advisor suggested borrowing instead of spending retirement money. Greg examines the math, tax consequences, and why some retirement advice may not serve clients.
    • Delayed dreams, working too long, tax mistakes, and outdated estate plans. Greg shares lessons retirees wish they had learned sooner.

    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: Facebook & LinkedIn.

    See omnystudio.com/listener for privacy information.

    52 min
  • Will You Be Writing Checks to the IRS Even in Retirement? | Buffett Just Went to Cash, Should I Do the Same? | Choosing Your Retirement Planner by How They Get Paid

    On this episode:

    • Most people believe they will be in a lower tax bracket and will get tax refunds in retirement. That may not be true.
    • Is it time to pull back on your market risk when you retire?
    • Financial advisors get paid in many ways. What is right for you?

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    Check out Fire Your Financial Advisor on YouTube!

    Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.

    See omnystudio.com/listener for privacy information.

    57 min
  • Has the Financial Industry Been Lying to You?

    What if everything the financial industry has told you about retirement isn't quite the full story? Headlines insist you need $1.8 million to retire, yet only 3% of retirees actually have that — and 82% say they have enough and are happy. So what's really going on? On this episode, Greg Aler unpacks why the industry leans on fear, inflation talk, and savings targets to keep retirees uncertain and dependent. 

    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: Facebook & LinkedIn.

    See omnystudio.com/listener for privacy information.

    12 min
  • A Headline the Financial Industry Is Going to Hate | Should You Have All Your Retirement in a 401(k)? | Retirement Tactics That Have Become Out of Date

    On this episode:

    • Maybe we don’t all need a million dollars to retire.
    • Are we all leaning too much on our 401(k) money?
    • It worked for mom and dad, why won’t it work for me?

    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: Facebook & LinkedIn.

    See omnystudio.com/listener for privacy information.

    52 min

About The Fire Your Financial Advisor Retirement Show by Golden Reserve

From the publisher's feed

The Fire Your Financial Advisor Retirement Show 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.

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