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7 Assumptions People Make About Retirement That Could Hurt You | “All I get from my Financial Advisor is invoices!” | My IRA-to-Roth Conversion Hit a Snag

Author
Greg Aler
Published
Sat 09 Aug 2025
Episode Link
https://omny.fm/shows/expedition-retirement-by-golden-reserve/7-assumptions-people-make-about-retirement-that-could-hurt-you-all-i-get-from-my-financial-advisor-is-invoices-my-ira-to-roth-conversion-hit-a-snag

On this episode:

  • Taxes, the markets, inflation, and your health. Don’t assume it will remain the same.
  • How often do you hear from you advisor?
  • It’s a problem, but a good problem.

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