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 19, 2023 Retirement Lessons From the US Open
The US Open is one of the toughest tests of golf. Participants talk about playing defensive and par is a good score. Greg goes through the retirement lessons we can learn from that mindset.
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8 min
June 17, 2023Father’s Day special: Financial lessons from dad | A big sell job inside your 401(k) | How the Tax Map helps with your 401(k) and your Roth | Most of us don’t have a Will, do you need one? | Las Vegas is changing some of the casino games
How did your dad influence the way you handle money?

The Target Date Fund: 401(k) tool or marketing ploy?

As you get closer to retirement, should you lean more toward the Roth than the 401(k)?

What can we learn about retirement planning from blackjack and the US Open?

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1 hr
June 10, 2023Statistically the stock market is up about 75% of the time. Why shouldn’t we go all in? | Why has the “magic number” we need for retirement shot up so much? | Is your 401(k) the riskiest place for your money?
What happens if the stock market isn’t kind to you in the first few years of retirement?

We used to believe a million dollars would provide a great retirement. Why is Wall Street telling us we need so much more?

The 401(k) replaced the pension. Should we rethink that?

Rising interest rates have brought back CDs, Money markets, and annuities. How “boring” is the new investing trend.

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1 hr 1 min
May 29, 2023 Why I left my fiduciary advisor
At Golden Reserve, we regularly point out the conflict between retirement plans designed for you to enjoy your money and financial advisors that get paid more if you don’t spend your money. We highlight a story that clearly shows this flaw in the system.
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15 min
May 27, 2023Warren Buffett’s secret we can learn from | Is your retirement plan a copy of a million others? | You have more pension options than you think | How much of your retirement income will depend on Social Security?
What do you absolutely have to get right before retirement?

Does your family history matter in financial planning?

How Golden Reserve goes far beyond the cookie cutter portfolio approach.

Pensions can be great unless you’re single.

Should you expect your retirement principle to never go down?

What is the real definition of fiduciary?

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59 min
May 22, 2023 When Your “Check Retirement Light” Goes On
You have a check engine light in your car, which means it’s time for a tune up. Is the "check retirement" light going off in your head? What should be your next step?
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8 min
May 22, 2023Retirement insights: Social Security, income options, decisions about risk, taxes, and how we arrived at a 10-dollar cookie
Join Greg Aler of Golden Reserve on Expedition Retirement as he dives into the flaws of the financial industry when it comes to retirement planning.

If your “check retirement light” is on, what is your next step?

What 89% of people want from their 401(k) but aren’t getting.

You’ve saved a good nest egg. You’ve won the game, why are you still at risk?

How tax laws penalize the widow.

What we can learn from a 10-dollar cookie in Las Vegas.

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1 hr
May 15, 2023 Offense wins games, will defense win retirement?
Finding the balance between the need for growth and the need for protection with your retirement money.
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8 min
May 13, 2023A retirement lesson from the concession stand at Fenway Park | A millennial is shocked as her grandparents search for assisted living | The new opportunity with interest rates | What will be your biggest cost in retirement?
If you feel stuck in an annuity contract, can you get out?

Protecting against the nursing home getting all of your money.

Interest rates keep going up, but for how long?

Over 30 cents of every dollar you have in retirement will go here.

Can you build a sustainable retirement on 4% to 5% growth?

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1 hr
May 08, 2023 Your Retirement Timeline: Important ages and what you should be thinking about at each age
Certain financial moves in your life will come by reaching a certain age. Greg runs down the important milestone ages and what opportunities they bring.
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14 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.