The Fire Your Financial Advisor Retirement Show by Golden Reserve

CNBC’s Jim Cramer said that Facebook (Meta) had no where to go but up. Soon after, it went down over 60% and he issued an on-air apology. How can you take some of the guess work out of your investment choices?

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• It’s never good when your Financial Advisor is in tears. Jim Cramer of CNBC admits to a bad investment call.
• Bad Santa: Gifting with good intentions but with bad tax consequences.
• Limiting your tax liabilities in retirement by having a strategy for that IRA.
• 70% of us will need some kind of Long-Term Care. How can you protect yourself from these extreme costs?

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Greg’s book “Fire Your Financial Advisor!” will be available in February of 2023. One of the reasons he wrote the book are stories like this.  

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• The IRS is changing many rules about tax brackets and contribution levels for 2023. How should you react?
• The wealthy have a secret about income. Can we use the idea?
• Why are there so many opinions about annuities and what’s the truth?
• Is your financial advisor listening and acting according to your needs and what if they aren't?  

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Financial Advisors focus mostly on investments. How at risk are you in today’s Market?

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• We have faced high inflation, high interest rates and rocky markets before. How did we get through it?
• One study says you will have 15% more money if you use a financial advisor.
• Jason Aldean will be front and center at the upcoming Country Music Awards. Greg was in Nashville to talk to him.
• There are record amounts of cash on the sidelines. Is there a better place for that money than the bank?

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In a year when stocks are down and bonds are down as well, where do you go for safety?

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• My financial advisor speaks gibberish. 
• The idea that stocks are for growth and bonds are for safety isn’t working.
• How to be tax efficient when sending money to your heirs.
• How much money should you have in (and out) of the stock market?

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What is your idea of protecting your money from market downturns? Bonds? Cash? Pulling out of the market all together? Greg discusses the alternatives.

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• Are we headed for more recession talk or are we working our way out of this market volatility?
• Is cash a good hedge against this market and how much should you hold?
• Questions you should be asking your advisor about fees.
• The cost of healthcare and long-term care is a shock to many retirees. How do you prepare?
• The things you need in retirement aren’t as grand as you think
• Pay the taxes early. That’s how you beat Uncle Sam.

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