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

May 12, 2022 Dealing with the concern of losing money right before retirement | Vanguard’s Jack Bogle weighs in on the fee boulder | How is it that Wall Street’s best and brightest continue to fail? | What are the unexpected taxes in retirement?
The report card is in on Wall Street fund managers, and we’d be generous to give them a “D” in stock picking. How can you take 100% of the risk and get 30% of the return? Welcome to Mutual Fund investing. How the Tax Boulder gets bigger in retirement. What are some of the most affordable ways to cover the high cost of Long-term care?
See omnystudio.com/listener for privacy information.
59 min
May 09, 2022 Estate Planning Myths
Estate Planning Attorney Tim Stallings joins the show to discuss some misconceptions that retirees have about Estate Planning.
See omnystudio.com/listener for privacy information.
13 min
May 02, 2022 How do taxes change in retirement? The penalties to avoid with a Tax Map.
How you deal with taxes BEFORE retirement should be very different IN retirement. If you don’t have a plan for taxes, Uncle Sam has a plan for you. Greg breaks down some of the surprises that retirees’ encounter and how the Golden Reserve Tax Map can help you limit your tax liability.
See omnystudio.com/listener for privacy information.
11 min
April 30, 2022 As interest rates go up, what financial products get better? | When to consolidate investment accounts (listener call-in) | Dealing with the crisis moments of retirement. | How greed and retirement don’t mix. | Why you need a Tax Map.
A better way to think about annuities as interest rates rise. What to do if you have retirement account money all over the place. How financial advisor fees work and how to avoid them. The importance of having a relationship with a retirement planner when a crisis hits. How the tax boulder changes when you retire and why you need a TAX MAP.
See omnystudio.com/listener for privacy information.
57 min
April 25, 2022 What do you have in your portfolio that needs to go out with that leisure suit?
In everyone’s closet, there are clothes that haven’t been worn in years. They are outdated and just taking up space. Do you have the same thing going on with your retirement accounts? What do you have that needs to go to “Financial Goodwill?”
See omnystudio.com/listener for privacy information.
6 min
April 23, 2022 Tax Freedom Day Doesn’t Exist | Uncle Sam’s RMD Catch | Emergency Care Planning (listener call-in) | The Financial Advisor Leisure Suit | A plan without a legal foundation may not be a plan
The truth about taxes and the Secure Act 2.0. A caller asks about protecting assets as her spouse has an emergency care need. When to toss certain investments and advisors. Retirement plans without a legal foundation may not be a plan at all. If you are concerned about the market crashing, you may not have a retirement plan.
See omnystudio.com/listener for privacy information.
58 min
April 18, 2022 Passing money down to your kids…with limits
When your kids inherit your lifetime of savings, how would they handle it? Will they be responsible, or will they spend it all in a short period of time? How you can have a say in making your money last, even after you're gone.
See omnystudio.com/listener for privacy information.
7 min
April 16, 2022 How advisors may “shrinkflate” your retirement | The good and bad of Robo-Advisors | Estate Planning 1, 2, 3 (listener call-in) | Shaquille O’Neal schools his kids | How to think about market risk right now
Unnecessary fees can be more risky than inflation. The limits of Robo-Advisors in supporting retirement. A listener question about Estate Planning and avoiding probate. What is the right risk to take in retirement?
See omnystudio.com/listener for privacy information.
59 min
April 11, 2022 The Fee Boulder
Many people have no clue about how much they are paying for their retirement accounts. They don’t write a check every month, so it must be free, right? Wrong. Greg breaks down how the financial industry charges and how it takes a lot of digging to find out the truth.
See omnystudio.com/listener for privacy information.
8 min
April 04, 2022 A crash course on IRA tax planning in Retirement
Understanding Uncle Sam’s plan for your IRA taxes is a big part of planning for your Retirement. Particularly the 'widows and kiddos' penalty he has in store if you don’t have the right plan. Learn how having a Tax Map can make all the difference when it comes to saving your IRA dollars.
See omnystudio.com/listener for privacy information.
13 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.