The Fire Your Financial Advisor Retirement Show by Golden Reserve

By Greg AlerBusiness News Education Investing How To Business News

The Fire Your Financial Advisor Retirement Show by Golden Reserve episodes

June 23Avoiding Mistakes in the First 5 Years of Retirement | Too Many Assumptions in an IRA-to-Roth Conversion? | How Did This Guy Get Stuck in Probate for 5 Years?
On this episode:

Many retirement plans fail in the first 5 years of retirement…why?

Is an IRA-to-Roth conversion a good move for you? One article says be careful.

How one man had to wait 5 years to settle his father’s estate, only to find out about a big tax surprise.

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49 min
June 16Have You Put Your Retirement Plans on Hold Because You Are Nervous About The Market? | This Article on Tax Planning Got Pulled Down Quickly....Why? | Did I Use My Inheritance Correctly?
On this episode:

The over heated stock market, the war, and inflation: Are these things keeping you from retiring?

Have we found the perfect number for your IRA-to-Roth conversion?

The purpose for a Will and how you spend your inheritance.

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See omnystudio.com/listener for privacy information.
49 min
June 02 Silence is Not Golden in Estate Planning
Maybe your family is one that doesn’t talk about money. That can come back to haunt you after the passing of a loved one.

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14 min
May 30Should We Be Nervous About the Current Stock Market? | Are Dividend Paying Stocks Still a Good Retirement Option? | The New Number on How Much You Spend Per Month in Retirement
On this episode:

When tech stocks are up 200%, is it real?

Whirlpool stopped paying its dividend after 70 years. Does that mean something?

Want to know how much you’ll need per month in retirement? The new averages are out.

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55 min
May 26 How “Type A” People Might Struggle in Retirement
You may love your job and gladly work 60 hours a week. What challenges does that bring for your retirement?

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13 min
May 23When Work Ends and You Retire, What Comes Next? | The Quiet Growth of Annuities and What’s Driving It | Are You Overpaying for Financial Advice?
On this episode:

Some people retire with strong finances but still struggle—because retirement isn’t just about the numbers.

Why are annuities suddenly gaining traction among retirees?

Retirement withdrawals aren’t always rule-based—how you pull income can be more flexible than you might expect.

Family inheritance plans can look simple on paper, but real-life dynamics often make them far more complicated.

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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.
48 min
May 19 10 Signs You Are Ready to Retire
Ever look out the window at work longing to be out there instead of at your desk? Most everybody does, but it takes on a different meaning in your 60s. Greg is joined by Golden Reserve President Phil Huff to discuss when you know it’s time to be done.

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11 min
May 16One of the Biggest Dangers to Your Retirement Security May Be…YOU! | Jack Bogle and a Super Simple Retirement Portfolio | Are You Responsible for Your Parents Debts When They Pass?
On this episode of Fire Your Financial Advisor:

Can you “break the bank” on a retirement whim?

Sometimes boring is better with investing.

Is Vanguard taking it too far?

When the estate had bills, how much do you have to pay?

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Check out Fire Your Financial Advisor on YouTube!

Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.
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49 min
May 12 Your Will Shouldn’t Be a Surprise—How Inheritance Can Tear Families Apart
If your kids are shocked by what’s in your will, the damage may already be done.

On this episode of Fire Your Financial Advisor, Greg Aler digs into why inheritances so often spark family conflict and how unclear estate planning can turn grief into litigation. Greg draws from years as an estate attorney to explain common flashpoints—unequal distributions, family businesses, estranged children, and last‑minute changes—and why will contests almost never end well. The conversation focuses on intent, communication, and documentation, highlighting why tough conversations held early can shape very different outcomes later.

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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.
13 min
May 09When Clickbait Tries to Run Your Portfolio | The IRMAA Boogeyman and the IRA Tax Bomb | Bill Murray, Wrigley Green and a Memory That Hit Hard
On this episode:

Headlines scream disaster—are you letting clickbait steer your retirement plan and risk tolerance?

One Medicare premium bump can distract from the bigger IRA tax math—especially for spouses and heirs.

A neat rule of thirds sounds simple—until your goals, emotions, and income needs refuse to fit the buckets.

DIY investing feels great in your 60s—what happens when paperwork, health, and life events collide in your 70s?

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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.
56 min

About The Fire Your Financial Advisor Retirement Show by Golden Reserve

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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.