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

April 02, 2022 How long does it take to develop a Roadmap for Retirement? | A listener asks about IRA tax protection | The family caregiver conundrums | Are we headed for a recession? | The 101 rules and tax penalties for your IRA | Is it time for a Roth conversion?
Is 6 hours enough time to develop your Roadmap for Retirement – and what should it include? A Newark, OH caller asks how to protect his IRA from Uncle Sam in retirement. Why relying on a family member as a caregiver may not be the safest plan for long-term care. The realties of a recession and your retirement plans. Why the ‘widow' penalty and 'kiddos’ penalty are all part of Uncle Sam’s plan for your IRA. Talking about the right time to do Roth conversions. Learn about Greg’s upcoming book release, ‘Fire Your Financial Advisor’. The bitter truth about fees, and how they get away with it.
See omnystudio.com/listener for privacy information.
59 min
March 28, 2022 What fees should you pay your advisor in retirement? Listener shares his concern about paying 1%, 2% or even 3% in retirement and wants to know how much it should really cost.
A listener calls in looking for the right guide to get him through retirement and, while shopping around, has heard a lot of different fees. We explain what fees are right for retirees and how to avoid the dreaded FEE boulder.
See omnystudio.com/listener for privacy information.
8 min
March 26, 2022 Interest Rates & Inflation – What’s Your Move? | FEES in Retirement [listener call-in] | When To Fire Your Advisor | Truth of Financial Shortcuts | Long-Term Care Planning | A $500k Retirement Rocket Ride
What you should do about rising interest rates & inflation. A listener questions how fees work in retirement. When to tell your advisor to take a hike. The truth about “financial shortcuts.” Getting a plan for Long-Term Care. What does retirement look like with $500k. How our team of Retirement Planners helps retirees fight back against the financial industry.
See omnystudio.com/listener for privacy information.
56 min
March 21, 2022 How Your Financial Advisor Can Fail You In Retirement -- Particularly the Recent IRA Tax Changes
How a banker, whose wife was a financial planner, still failed to plan for retirement. Greg breaks down the latest Uncle Sam changes that will take more tax dollars out of your IRA. Why every retiree needs a Tax Map.
See omnystudio.com/listener for privacy information.
13 min
March 19, 2022 Your Retirement Checklist | Nursing Home Crisis Call-In | IRA Tax Rules Change Again | Hidden Retirement Fees & Costs | Tax Rates Will Probably Go Up | Realities of Retirement Life | Retirement Calculators are Broken
How to navigate retirement and build your checklist with the right questions to ask. Call-in crisis involving a parent’s nursing home situation. How the IRS changed the rules again to get more taxes out of your IRA. Why a Fee Filter can show if you are overpaying for advice and investments. Explaining income taxes, and why Greg thinks they go up. Why retirement calculators don’t work. How our team of retirement planners help retirees fight back against the financial industry.
See omnystudio.com/listener for privacy information.
55 min
March 14, 2022 Does being a ‘fiduciary’ matter?
Explaining the fiduciary and non-fiduciary standards in human-speak, and how being a fiduciary doesn’t matter at all when it comes to helping retirees plan for the biggest risks of retirement.
See omnystudio.com/listener for privacy information.
7 min
March 12, 2022 Market Downturn | Fiduciaries Explained | Hidden Mutual Fund Fees | IRA Tax Bomb | Planning for an Aging-Parent | Lump Sum Conundrum
How you can ignore the market and sleep well in retirement. Why retirees and their advisor are rarely on the same page. Does being a Fiduciary really matter? Explaining hidden mutual fund fees and how advisors get paid. How retirees can fight back against the trillion-dollar financial industry. Why tax planning is ignored by your advisor – and what you should be doing. The challenges of aging parents – and how to plan. Pension – lump sum or not? Why hasn’t the financial industry changed in 40 years.
See omnystudio.com/listener for privacy information.
58 min
March 07, 2022 Guest Tim Stallings Elder Law Attorney
Retirement planning is about more than just picking stocks and bonds. Certified Elder Law Attorney Tim Stallings joins us to talk about the importance of wills, trusts, and other legal documents. Showing how these tools can help protect you from the largest boulder in retirement planning, long-term care costs.
See omnystudio.com/listener for privacy information.
26 min
March 05, 2022 Estate Planning: Wills, Trusts & Long-Term Care | Why clients leave Financial Advisors | Unnecessary Fees | Certified Financial Planner vs. Fee-Only Advisors
Certified Elder Law Attorney Tim Stallings talks about wills, trusts and long-term care costs. Greg piles onto the things that frustrate clients most about financial advisors. We break down the unnecessary percentage and other fees retirees are being charged. Is being a fiduciary important or irrelevant? What about being a CFP or Fee-Only Advisor? Is it a good thing or a big scam?
See omnystudio.com/listener for privacy information.
59 min
February 28, 2022 How to find unexpected jackpots in retirement
Las Vegas isn’t the only place you can end up winning some extra dollars. With the right retirement planner and planning – you can uncover Tax and Fee savings jackpots all over your retirement.
See omnystudio.com/listener for privacy information.
9 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.