Fire Your Financial Advisor by Golden Reserve
The Fire Your Financial Advisor Podcast 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.
Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings.
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- Update frequency
- every 3 days
- Average duration
- 31 minutes
- Episodes
- 350
- Years Active
- 2022 - 2025
What can we learn about retirement from the airline boarding process? | How much do you need to save to pull 5,000 dollars a month? | The number one fear about retirement is the same every year. How do you get over it? | When mom or dad start to show signs of cognitive decline | Can you trust the on-line, DIY Will and Trust? | The biggest communication gaps with financial planning
- How can you be tax efficient with your withdrawals?
- Greg plays myth buster with what number the financial industry says you need to live.
- Walking away from your employer paycheck is tough. The Golde…
How much do I need to set aside if I need Long-Term Care?
A couple planning for retirement seems to have done a great job, yet they still wonder if they have enough if one of them needs long-term care. How much is enough?
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The pros and cons of higher interest rates | The US gets a low grade in retirement. Why? | How much do you need to self-fund a Long-Term Care event? | Many people are choosing to take Social Security and continue to work | The ABCs (and Ds) of Medicare
- Higher interest rates are actually helping pre-retirees.
- Why our retirement system is broken.
- Can you roll the dice on paying for long-term care?
- Taking Social Security while you are still working c…
Who is the Freddy Krueger of the financial world?
Halloween is coming up. Is your retirement plan about to run into Jason, Chuckie, Freddy or Ghostface?
See omnystudio.com/listener for privacy information.
Should you make changes to your money due to global events? | 70% of people want this for their retirement plans but aren’t getting it | Scary financial villains for Halloween | Is part of your portfolio experiencing another 2008? | If you have an old annuity, can you trade up?
- How much do wars and other global events affect our stock market?
- 70% of Americans would leave their financial advisor if they don’t provide tax planning.
- Is your retirement plan a horror movie wait…
A new tactic financial advisors are using to rationalize high fees
We like to say, “Fees are what you pay, value is what you get.” Are you getting value for what you are paying your financial advisor?
See omnystudio.com/listener for privacy information.
Can you find any useable truth watching financial news? | Questions about this financial move are up 150% | A retirement lesson from “The Fonz” | A new tactic financial advisors are using to rationalize high fees | Another “beneficiary bungle” | How your dog could help with your tax bill
- Cutting through the financial noise of CNBC and Fox Business.
- What everybody is asking about their 401(k).
- How has retirement planning “jump the shark?”
- We pay fees in many areas of our life. Does t…
You don’t have to have great market timing to have a great retirement
We highlight a study that puts investors with perfect market timing against those with other simple strategies. You’ll be surprised at the results.
See omnystudio.com/listener for privacy information…
How do you grow your money when the market’s been flat for 2 years? | Why it’s important to know what tax bracket you are in | Wall Street says we are being sucked into a “Financial Vortex” | Difference between a financial advisor and a retirement
- Market investing doesn’t have to be as complicated as they say.
- The S&P 500 has been flat for two years. What are your alternatives?
- Should you continue with the current rate on your CD?
- What is you…
What can we learn about financial planning from a can of Pringles?
By law you can’t call Pringles a chip. By law financial advisors must call themselves a fiduciary. At Golden Reserve neither one of these statements make any sense.
See omnystudio.com/listener for pr…
How much insurance do you really need in retirement? | Should your investing habits change as you near retirement? | What can we learn about income planning from Jimmy Buffet? | Why taxes are not a do-it-yourself project
- How much insurance is necessary past the age of 60?
- 85 Trillion dollars will pass from boomers to their heirs. How will you handle those decisions?
- Watch out for “The Name Game” in the financial …
How 40 percent of your retirement money could be eaten up in fees
If you have a financial advisor, do you know what you’re paying them each year? Probably not, because the system they’ve built doesn’t include you writing a check each year. But 1 or 2 percent per y…
The big investment companies are crying over you moving out of the stock market | A new study says that even DIY investors seek out financial help before retirement | Bill Gates just spent $95 million buying this stock
- Higher interest rates have people moving away from the stock market.
- 30 percent of people do all their own investing, until they get to retirement. What brings on the change?
- If you watch for dep…
What are the REAL important numbers or retirement?
We are conditioned to look at a few things: Our rate of return and our account balance. While those are important factors, there are so many others that are glossed over by the financial industry. A…
Is there a downside of going into retirement with all your money in a 401(k)? | Shocking revelation from the biggest investment firm in the world | Should you delay your retirement because of a bad stock market?
- What goes into figuring out your REAL rate of return?
- How the Golden Reserve Tax Map can lower your tax bill in retirement.
- The biggest investment company in the world is recommending taking your mo…
Answering the Ken Fisher annuity commercial
We’ve all seen the anti-annuity commercials from Ken Fisher. Is he telling the truth? What is his motivation? Greg breaks it down line by line.
#Retirement #RetirementPlanning #RetirementPlanner #Ann…
If taxes go up, how does the Golden Reserve Tax Map help? | If Social Security gets cut back, how do I fill the gap? | The fallacy of Fiduciary | Breaking down the Ken Fisher annuity claims
- They say you’ll be in a lower tax bracket in retirement. Is it true?
- What could the Social Security cutbacks cost you?
- What you need to know about the term fiduciary?
- How much of the bad press o…
Plans are worthless, planning is indispensable
What good is that fancy leather bound binder with your financial plan when it’s sitting in a drawer someplace?
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Is the S&P 500 really diversified? | Little white lies from the financial industry | Should your goal in retirement be to never touch your principle? | Uncle Sam’s game with Social Security | Tony Robbins shows the need for the Golden Reserve fee filter
- There are only 7 stocks holding up the S&P 500.
- How the airlines and the financial industry lie to you.
- What good is that financial plan without the planning?
- Is it ok to get into your principle or …
Help! My advisor is retiring!
Over the next few years, over one third of financial advisors will retire. Where does that leave you? Do you stick with the kid they assigned you to or find someone new?
See omnystudio.com/listener f…