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Fire Your Financial Advisor by Golden Reserve - Podcast

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.

Subscribe or follow so you never miss an episode!

Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.

Investing Business News News Education How To Business
Update frequency
every 3 days
Average duration
31 minutes
Episodes
350
Years Active
2022 - 2025
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Is your financial advisor doing their job if they’re telling you to un-retire and go back to work? | Should you pay off your mortgage before you retire? | Does protecting your money include buying gold? | My advisor is retiring. What do I do?

Is your financial advisor doing their job if they’re telling you to un-retire and go back to work? | Should you pay off your mortgage before you retire? | Does protecting your money include buying gold? | My advisor is retiring. What do I do?

  • Why are 94% of advisors talking to their clients about going back to work?
  • There is good debt and bad debt. What about your mortgage?
  • Are all those radio and TV commercials right about gold?
  • My …
00:57:17  |   Sat 12 Aug 2023
Your plan may be ignoring your biggest retirement risk

Your plan may be ignoring your biggest retirement risk

The Golden Reserve Long Term Care Compass is a part of every Roadmap for Retirement. Greg discusses ways to deal with the rising cost of Long-Term Care without buying insurance.

See omnystudio.com/li…

00:02:41  |   Mon 07 Aug 2023
Congress has changed the 401(k) rules again for next year | Some of the things holding this stock market up are going away | The one question most people want answered as they see a retirement planner at Golden Reserve

Congress has changed the 401(k) rules again for next year | Some of the things holding this stock market up are going away | The one question most people want answered as they see a retirement planner at Golden Reserve

  • New 401(k) rules that you need to be aware of.
  • How long can this stock market go without tipping into recession?
  • Should your CPA be your retirement planner?
  • Long Term Care insurance is only cove…
00:59:42  |   Sat 05 Aug 2023
Another big financial firm fined for excessive fees

Another big financial firm fined for excessive fees

Why does every Golden Reserve Roadmap for Retirement include the fee filter? This story is a perfect example. It’s not just the fees on the big millionaire accounts. It’s over-charging on the smaller…

00:07:59  |   Mon 31 Jul 2023
When do most people relax and feel more confident about retirement? | Another big financial firm fined for excessive fees | As the financial industry continues to trash annuities, sales are through the roof. Why? | 84% of retirees are making this mistake

When do most people relax and feel more confident about retirement? | Another big financial firm fined for excessive fees | As the financial industry continues to trash annuities, sales are through the roof. Why? | 84% of retirees are making this mistake

  • What will it take for you to go into retirement with confidence?
  • The Golden Reserve Fee Filter is a part of every Roadmap for Retirement. Today we tell you why.
  • You need to replace your paycheck …
00:59:30  |   Sat 29 Jul 2023
Retirement advice from Dwayne “The Rock” Johnson

Retirement advice from Dwayne “The Rock” Johnson

Many of us put things off until the last minute. Putting off doing the math on your retirement can have consequences. We talk about making today “Day One” of retirement planning.

See omnystudio.com/l…

00:10:16  |   Mon 24 Jul 2023
Retirement advice from Dwayne “The Rock” Johnson | Why would an advisor have an 85-year-old in a 100% stock portfolio? | They found Aretha Franklin’s will, under the sofa! | Why is there a media campaign against annuities?

Retirement advice from Dwayne “The Rock” Johnson | Why would an advisor have an 85-year-old in a 100% stock portfolio? | They found Aretha Franklin’s will, under the sofa! | Why is there a media campaign against annuities?

  • When will you seek out retirement advice? Someday? Or will you make today “Day one”?
  • Are you overexposed to stock market risk because you are trying to “catch up”?
  • What can we learn from the 5-ye…
00:57:45  |   Sat 22 Jul 2023
Has the idea of the 401(k) become obsolete?

Has the idea of the 401(k) become obsolete?

Your 401(k) is infested with taxes. Your 401(k) has limited investment choices. Your 401(k) can have unnecessary fees. Your 401(k) does not end in a check like a pension. When it comes to retirement …

00:07:42  |   Mon 17 Jul 2023
What can we learn from a 37-year-old that is already retired? | Is the stock market headed for a long patch of lower returns? | Why are lawsuits up against Financial Advisors? | Are boomers too addicted to stocks?

What can we learn from a 37-year-old that is already retired? | Is the stock market headed for a long patch of lower returns? | Why are lawsuits up against Financial Advisors? | Are boomers too addicted to stocks?

  • How can you be master of your money and not allow your money to be the master of you?
  • Historically the market returns 7 to 8%. What if we saw an extended time of only 2% returns?
  • Why are lawsuits…
01:01:04  |   Sat 15 Jul 2023
The cockroaches of retirement planning

The cockroaches of retirement planning

If you like to visit a casino, it’s not shocking that the rules on some of the games are changing in favor of the house. Many people feel that way about the financial industry. How do you identify i…

00:10:45  |   Mon 10 Jul 2023
Reviews on Greg’s book “Fire Your Financial Advisor” | Listener questions about how Congress changed the RMD age | How can Ken Fisher say what he said? | A saver with almost 600k is told he is not rich enough to get financial help

Reviews on Greg’s book “Fire Your Financial Advisor” | Listener questions about how Congress changed the RMD age | How can Ken Fisher say what he said? | A saver with almost 600k is told he is not rich enough to get financial help

  • How Golden Reserve is helping you fight back against a financial system built more for them than for you.
  • Our politicians keep changing the rules on how and when we can access our retirement money…
01:00:39  |   Fri 07 Jul 2023
How much money do you need to be considered rich?

How much money do you need to be considered rich?

A survey was done about what it takes to be rich. While everyone had a big number in mind, the survey also found that many people aren’t looking at that number and have other definitions of what it r…

00:06:53  |   Mon 03 Jul 2023
Estate Planning attorney and Golden Reserve Partner Tim Stallings talks about the benefits of planning ahead and the dangers of not having a plan | One of the dirty words of retirement planning | How do people use their 401(k)s in retirement?

Estate Planning attorney and Golden Reserve Partner Tim Stallings talks about the benefits of planning ahead and the dangers of not having a plan | One of the dirty words of retirement planning | How do people use their 401(k)s in retirement?

  • What happens when mom and dad leave you without a will and an estate plan?
  • No one wants to hear this word at a retirement meeting.
  • Are you using your 401(k) as a piggy bank?
  • What is your idea of…
00:59:42  |   Sat 01 Jul 2023
A Warren Buffett warning about retirement planning

A Warren Buffett warning about retirement planning

Warren Buffett knows investing. He has a warning about what could be the number one enemy of your success.

See omnystudio.com/listener for privacy information.

00:07:51  |   Mon 26 Jun 2023
If you’re successful at investing, is it just luck? | Warren Buffett identifies the biggest enemy of investment returns | The financial product that the industry hates, but you might need

If you’re successful at investing, is it just luck? | Warren Buffett identifies the biggest enemy of investment returns | The financial product that the industry hates, but you might need

  • How to choose that person to help you through the retirement planning process.
  • Wisdom from Warren.
  • The marketing campaign against annuities. How much is true?
  • You want to enjoy your money in ret…
00:59:34  |   Sat 24 Jun 2023
Retirement Lessons From the US Open

Retirement Lessons From the US Open

The US Open is one of the toughest tests of golf. Participants talk about playing defensive and par is a good score. Greg goes through the retirement lessons we can learn from that mindset.

See omnyst…

00:07:43  |   Mon 19 Jun 2023
Father’s Day special: Financial lessons from dad | A big sell job inside your 401(k) | How the Tax Map helps with your 401(k) and your Roth | Most of us don’t have a Will, do you need one? | Las Vegas is changing some of the casino games

Father’s Day special: Financial lessons from dad | A big sell job inside your 401(k) | How the Tax Map helps with your 401(k) and your Roth | Most of us don’t have a Will, do you need one? | Las Vegas is changing some of the casino games

  • How did your dad influence the way you handle money?
  • The Target Date Fund: 401(k) tool or marketing ploy?
  • As you get closer to retirement, should you lean more toward the Roth than the 401(k)?
  • W…
00:59:08  |   Sat 17 Jun 2023
Statistically the stock market is up about 75% of the time. Why shouldn’t we go all in? | Why has the “magic number” we need for retirement shot up so much? | Is your 401(k) the riskiest place for your money?

Statistically the stock market is up about 75% of the time. Why shouldn’t we go all in? | Why has the “magic number” we need for retirement shot up so much? | Is your 401(k) the riskiest place for your money?

  • What happens if the stock market isn’t kind to you in the first few years of retirement?
  • We used to believe a million dollars would provide a great retirement. Why is Wall Street telling us we nee…
01:00:12  |   Sat 10 Jun 2023
Why I left my fiduciary advisor

Why I left my fiduciary advisor

At Golden Reserve, we regularly point out the conflict between retirement plans designed for you to enjoy your money and financial advisors that get paid more if you don’t spend your money. We highl…

00:14:31  |   Mon 29 May 2023
Warren Buffett’s secret we can learn from | Is your retirement plan a copy of a million others? | You have more pension options than you think | How much of your retirement income will depend on Social Security?

Warren Buffett’s secret we can learn from | Is your retirement plan a copy of a million others? | You have more pension options than you think | How much of your retirement income will depend on Social Security?

  • What do you absolutely have to get right before retirement?
  • Does your family history matter in financial planning?
  • How Golden Reserve goes far beyond the cookie cutter portfolio approach.
  • Pensio…
00:58:29  |   Sat 27 May 2023
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