The Fire Your Financial Advisor Retirement Show by Golden Reserve

In this episode:

• What to expect on your next 401K statement. 
• Do you know what you’re going to pay in taxes? Your financial advisor doesn’t. 
• Legal, taxes, finance and investments—all under one roof.
• Imagine if you didn’t have to watch the market, and didn’t care about the news? 
• How much of your retirement planning can you do online with apps and software? 
• Stop playing blackjack with your nest egg. Take your chips off the table.
• America’s IRA Expert Ed Slott weighs in on having tax-free money in retirement.
• We’re the trusted 7-iron on the golf course; the days of trying to smash that new high-tech, hybrid wood are past you.

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Special Guest, VP Mike Pence, and Greg Aler are both writing books— who’s gonna sell more? Greg had the opportunity to sit with the former VP, learn more about his background and get his honest thoughts on Social Security (spoiler: he believes it’s the moral obligation of our country), as well as taxes and long-term care when it comes to planning for retirement. 

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Greg sits down with former Vice President Mike Pence to talk about his new book, the future of Social Security and two of our retirement boulders: Taxes and Long-term Care. Stocks for growth and bonds for safety? Warren Buffet says no. We are desensitized to the small fees we pay in our lives, and the financial industry knows it. Studies show 70% of women leave their financial advisor when the husband passes. Why is that? Start converting your IRA now, leave less for Uncle Sam to take later.

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You’ve heard Greg talk about the 4 Boulders of Retirement. But what goes into developing the Retirement Roadmap needed to avoid those boulders.

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Discussions & Learnings:

• What your Dad taught you about money and what you hope to pass onto your kids. 
• What exactly happens when you call us, and how we can help immediately
• Navigating Taxes, Fees, Market Risk and Long-term Care in retirement
• Up vs. down Retirement Mountain and how strategies need to change
• JP Morgan Chase says there’s going to be “Market Hurricane” - how to care less
• Why being boring and planful now can lead to peace of mind when it matters most
• Greg loves Wendy’s Baconators

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It’s hard to relate to big name athletes that make over 100 million dollars a year. But when you look at the much smaller number of their take home pay, we can relate. We are all dealing with taxes and advisor fees pulling away at our bottom line. Greg talks about two of the big Fee and Tax boulders we solve for Retirees at Golden Reserve.

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With all the talk of recession, is 100% of your life savings still on the blackjack table? Can you afford the ‘friendship’ with your Financial Advisor? Lebron James is dealing with the same fee and tax issues as our retirees. The realities of when annuities work and don’t work – what is the middle ground? A retired teacher is concerned about the advice she is getting from her advisor.

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Warren Buffett loves stocks. Can you mimic his approach to investing in retirement? Spoiler alert: probably not.

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Warren Buffett loves stocks and market risk, should you? Many investors are backing out of this market to cash. Is that good advice? A great year in the stock market turned out to be a great year for Uncle Sam. Why are you still helping him? Should you have money in a Target Date Fund in your 401(k)? A Columbus teacher wonders if her financial advisor is giving good advice. Why all the debate about annuities? What’s the real story?

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Many people believe that Medicaid covers long term care expenses. There is some truth to that but there is a catch. Greg and special guest Anna Christine (an attorney with AlerStallings) explain the important details you need to know.

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