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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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When Your “Check Retirement Light” Goes On

When Your “Check Retirement Light” Goes On

You have a check engine light in your car, which means it’s time for a tune up. Is the "check retirement" light going off in your head? What should be your next step?

See omnystudio.com/listener for p…

00:07:22  |   Mon 22 May 2023
Retirement insights: Social Security, income options, decisions about risk, taxes, and how we arrived at a 10-dollar cookie

Retirement insights: Social Security, income options, decisions about risk, taxes, and how we arrived at a 10-dollar cookie

  • Join Greg Aler of Golden Reserve on Expedition Retirement as he dives into the flaws of the financial industry when it comes to retirement planning.
  • If your “check retirement light” is on, what is y…
00:59:52  |   Mon 22 May 2023
Offense wins games, will defense win retirement?

Offense wins games, will defense win retirement?

Finding the balance between the need for growth and the need for protection with your retirement money.

See omnystudio.com/listener for privacy information.

00:07:57  |   Mon 15 May 2023
A retirement lesson from the concession stand at Fenway Park | A millennial is shocked as her grandparents search for assisted living | The new opportunity with interest rates | What will be your biggest cost in retirement?

A retirement lesson from the concession stand at Fenway Park | A millennial is shocked as her grandparents search for assisted living | The new opportunity with interest rates | What will be your biggest cost in retirement?

  • If you feel stuck in an annuity contract, can you get out?
  • Protecting against the nursing home getting all of your money.
  • Interest rates keep going up, but for how long?
  • Over 30 cents of every dolla…
00:59:37  |   Sat 13 May 2023
Your Retirement Timeline: Important ages and what you should be thinking about at each age

Your Retirement Timeline: Important ages and what you should be thinking about at each age

Certain financial moves in your life will come by reaching a certain age. Greg runs down the important milestone ages and what opportunities they bring.

See omnystudio.com/listener for privacy informa…

00:13:23  |   Mon 08 May 2023
Your Retirement Timeline | What does your first meeting at Golden Reserve look like? | Our current tax structure changes in three years. What do you need to know? | What can we learn about retirement from a lizard?

Your Retirement Timeline | What does your first meeting at Golden Reserve look like? | Our current tax structure changes in three years. What do you need to know? | What can we learn about retirement from a lizard?

  • What financial products have the ability to change with the times?
  • The Trump Tax Reforms will expire in 2026. How will that affect you?
  • How one NFL quarterback showed what was most important to him …
00:59:03  |   Sat 06 May 2023
What can we learn about taxes from a New York deli?

What can we learn about taxes from a New York deli?

The Government is constantly looking for new ways to tax us. Greg shows how the Golden Reserve Tax Map can help you cut your tax bill in retirement.

See omnystudio.com/listener for privacy information…

00:09:50  |   Mon 01 May 2023
What are the odds of winning in the stock market? | Could my expenses actually go up in retirement? | By the numbers: Comparing CDs and annuities | Leaving money to your kids vs spending it all on you | What can we learn about taxes from a New York deli?

What are the odds of winning in the stock market? | Could my expenses actually go up in retirement? | By the numbers: Comparing CDs and annuities | Leaving money to your kids vs spending it all on you | What can we learn about taxes from a New York deli?

  • How much of your retirement money do you want on the blackjack table?
  • Will you spend more in retirement than in your working years?
  • Interest rates are up. Where should I put my money?
  • Having a sensi…
01:00:35  |   Sat 29 Apr 2023
Don’t buy into the fear of spending your money

Don’t buy into the fear of spending your money

The financial world is full of warnings about running out of money in retirement. Why doesn’t Wall Street want us to enjoy our money?

See omnystudio.com/listener for privacy information.

00:08:34  |   Mon 24 Apr 2023
How taxes are different in retirement than your working years | You should be able to spend with confidence in retirement | If deferring income is good for pro athletes, why shouldn’t it be good for you?

How taxes are different in retirement than your working years | You should be able to spend with confidence in retirement | If deferring income is good for pro athletes, why shouldn’t it be good for you?

  • How a Golden Reserve Tax Map can help you reduce taxes in retirement.
  • The financial industry spreads fear that you will run out of money. How do you go into retirement with confidence to spend?
  • The …
00:58:31  |   Sat 22 Apr 2023
Financial Misinformation: Can you trust the financial networks?

Financial Misinformation: Can you trust the financial networks?

How much should you watch or act on information and predictions that you see on financial TV? Mom always told us, “consider the source.”

See omnystudio.com/listener for privacy information.

00:07:28  |   Mon 17 Apr 2023
Sifting through financial misinformation | More trouble with Social Security | Chances you’ll need long-term care | How are taxes different in retirement? | Pensions: Monthly check or lump sum? | When is the right time to see a retirement planner?

Sifting through financial misinformation | More trouble with Social Security | Chances you’ll need long-term care | How are taxes different in retirement? | Pensions: Monthly check or lump sum? | When is the right time to see a retirement planner?

  • How much should you believe on financial TV?
  • Social Security has moved up the date when they will cut back benefits. Will it affect you?
  • 70% of people will need some kind of long-term care. Are you …
00:59:59  |   Sat 15 Apr 2023
Guest Phil Huff on how investment planning is different at Golden Reserve

Guest Phil Huff on how investment planning is different at Golden Reserve

You want to protect your retirement money, but you also want it to grow. How do you balance that out? Retirement planner Phil Huff talks about the different approach we take at Golden Reserve.

See omn…

00:25:40  |   Mon 10 Apr 2023
Golden Reserve’s Phil Huff talks about the investment planning side of the Roadmap for Retirement | Will Social Security be enough? | Myth Busters: All annuities are bad | If you have to write a check to the IRS this year, did you do something wrong?

Golden Reserve’s Phil Huff talks about the investment planning side of the Roadmap for Retirement | Will Social Security be enough? | Myth Busters: All annuities are bad | If you have to write a check to the IRS this year, did you do something wrong?

  • What is different from the big box firms and Golden Reserve with investment planning?
  • Article: Stop saving! Social Security will be enough.
  • Are people who have success in retirement just lucky?
  • Our …
00:58:42  |   Sat 08 Apr 2023
Will the banking crisis affect your retirement money?

Will the banking crisis affect your retirement money?

It seems like the Government has your back if your bank fails. Who has your back if you make a mistake in retirement?

See omnystudio.com/listener for privacy information.

00:12:03  |   Mon 27 Mar 2023
Is your money and your bank safe? | Big life changes could come with financial changes | Does something smell funky in your portfolio? | Why did the CEO of Edward Jones take a pay cut? | Is an online retirement calculator reliable?

Is your money and your bank safe? | Big life changes could come with financial changes | Does something smell funky in your portfolio? | Why did the CEO of Edward Jones take a pay cut? | Is an online retirement calculator reliable?

  • Will the banking crisis affect your retirement money?
  • Marriage, divorce, and moving. Make sure your legal papers are in order.
  • Why did well know financial author Robert Kiyosaki say, “May God have m…
00:58:16  |   Sat 25 Mar 2023
What would be considered a “fair” fee for financial services?

What would be considered a “fair” fee for financial services?

The reason Greg Aler wrote “Fire Your Financial Advisor” was the fee model that the financial industry has built. We have another example of someone who has fallen victim to fees way above one percen…

00:07:34  |   Mon 20 Mar 2023
What you need to know about the bank failures | Another example of unreasonable financial advisor fees |

What you need to know about the bank failures | Another example of unreasonable financial advisor fees | "Motley Fool" says do these four things and you are ready for retirement | What is the Golden Reserve retirement tent?

  • Banks failing and markets falling: should this be affecting your retirement plans?
  • Is 1.6% a reasonable advisor fee?
  • Most of the “Get Ready for Retirement” lists are missing some important elements.
00:59:33  |   Sat 18 Mar 2023
Guest CPA Brian Long tells us why the Golden Reserve Tax Map is so important to every Roadmap for Retirement

Guest CPA Brian Long tells us why the Golden Reserve Tax Map is so important to every Roadmap for Retirement

One of the most neglected areas of retirement planning is having a strategy for taxes. Every Golden Reserve 'Roadmap for Retirement' includes a Tax Map with a timeline of how to take money out of yo…

00:25:21  |   Mon 13 Mar 2023
Golden Reserve CPA discusses the importance of building a Tax Map | Should it be your goal not to touch the principle on your retirement money? | The objective of retirement planning is not to get rich…it’s not to get poor

Golden Reserve CPA discusses the importance of building a Tax Map | Should it be your goal not to touch the principle on your retirement money? | The objective of retirement planning is not to get rich…it’s not to get poor

  • You’ve saved all this money, why give half of it back to Uncle Sam? How the Golden Reserve Tax Map can help.
  • How much money do you need to save to generate 30 thousand dollars of income per year?
01:00:24  |   Sat 11 Mar 2023
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