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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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Why does Golden Reserve see themselves as a Sheepdog?

Why does Golden Reserve see themselves as a Sheepdog?

We love our dogs. Over his life, Greg has had three Sheepdogs. Over that time, he has seen their protective nature and believes Golden Reserve embodies that quality in looking after your retirement m…

00:08:02  |   Mon 06 Mar 2023
They say I need a “fiduciary” advisor. What does that mean? | One advisory firm admits their interests and your interests may not align | 1 in 3 financial advisors don’t develop a financial plan or execute one…why?

They say I need a “fiduciary” advisor. What does that mean? | One advisory firm admits their interests and your interests may not align | 1 in 3 financial advisors don’t develop a financial plan or execute one…why?

  • Greg’s book “Fire Your Financial Advisor” outlines some of the conflicts created by the current financial industry model. We outline many of them today and show how Golden Reserve is set up very di…
01:00:00  |   Sat 04 Mar 2023
Apparently, I’m not rich enough for retirement help...

Apparently, I’m not rich enough for retirement help...

A listener wrote into the “Market Watch” advice column with almost 600 thousand dollars saved and no one will work with him. What’s the problem here?

See omnystudio.com/listener for privacy informatio…

00:07:34  |   Mon 27 Feb 2023
Greg’s book “Fire Your Financial Advisor” is already an Amazon best seller | A listener from Columbus asks about the new retirement laws | Ken Fisher is making outrageous market predictions | What should you do with your tax refund?

Greg’s book “Fire Your Financial Advisor” is already an Amazon best seller | A listener from Columbus asks about the new retirement laws | Ken Fisher is making outrageous market predictions | What should you do with your tax refund?

  • Why Greg wrote “Fire Your Financial Advisor.”
  • Congress changed the retirement rules again. What do you need to know?
  • Ken Fisher says the market will roar in 2023. What does he have to gain by saying…
01:00:02  |   Sat 25 Feb 2023
When is 4 percent not 4 percent?

When is 4 percent not 4 percent?

Interest rates are up. This is a good thing for people planning for retirement. You can now get 4 percent or more on a CD and other fixed products. If you are comparing two places to put your money …

00:09:33  |   Mon 20 Feb 2023
Is Wall Street shifting away from stocks? | Greg’s book “Fire Your Financial Advisor” is out now! | Should I leave my current advisor? | Myth Buster: I should pay off my house before I retire | 5 things to ask yourself before you retire

Is Wall Street shifting away from stocks? | Greg’s book “Fire Your Financial Advisor” is out now! | Should I leave my current advisor? | Myth Buster: I should pay off my house before I retire | 5 things to ask yourself before you retire

  • Higher interest rates are seeing more people pull out of market risk in favor of fixed products. Are you choosing the best ones for you?
  • Greg’s book about the failures of the financial industry is n…
01:01:23  |   Sat 18 Feb 2023
Greg’s book “Fire Your Financial Advisor” is now available. What can you expect?

Greg’s book “Fire Your Financial Advisor” is now available. What can you expect?

The financial industry has built a model where it favors them if you keep your money in the stock market. But in retirement, you need to use that money. These two things do not go together.

See omnys…

00:12:08  |   Mon 13 Feb 2023
How has the financial industry let you down? Greg’s new book outlines it | Super Bowl and Football Talk: Does anyone like Aaron Rogers? | Myth Buster: I’ll sign my house over to my kids to avoid taxes

How has the financial industry let you down? Greg’s new book outlines it | Super Bowl and Football Talk: Does anyone like Aaron Rogers? | Myth Buster: I’ll sign my house over to my kids to avoid taxes

  • Greg’s book “Fire Your Financial Advisor” is now available!
  • Sports betting is exploding. Did you think about the taxes?
  • At Golden Reserve, "Financial Advisor" is a dirty word.
  • Don’t be a "Bad Santa"…
00:59:19  |   Sat 11 Feb 2023
Golden Reserve founders Greg Aler and Tim Stallings talk about protecting your money with wills, trusts, and tax planning

Golden Reserve founders Greg Aler and Tim Stallings talk about protecting your money with wills, trusts, and tax planning

Every Roadmap for Retirement at Golden Reserve includes a Tax Map and Long-Term Care Compass. What are the legal papers we need to protect our retirement money and how this intersects with tax planni…

00:18:30  |   Mon 06 Feb 2023
What’s the difference between a plumber and a financial advisor? | 5 questions to ask to figure out if your advisor is doing their job | Guest Tim Stallings talks about wills, trusts, tax planning, and protecting your money from a nursing home

What’s the difference between a plumber and a financial advisor? | 5 questions to ask to figure out if your advisor is doing their job | Guest Tim Stallings talks about wills, trusts, tax planning, and protecting your money from a nursing home

  • Who needs more education in Ohio: A plumber or a financial advisor?
  • Is your financial advisor working for you, or for themselves?
  • No one likes to lose money, but if the market is going down how can …
00:58:42  |   Sat 04 Feb 2023
Why should you consider a Roth for retirement planning?

Why should you consider a Roth for retirement planning?

The Golden Reserve Tax Map is designed for you to pay less in taxes during retirement. We get input from America’s IRA expert Ed Slott about using the Roth IRA.

See omnystudio.com/listener for privacy…

00:08:06  |   Mon 30 Jan 2023
Why is Joe Burrow buying farmland in Iowa? | Myth Busters: Trusts are just for rich people | Why you should consider a Roth IRA | Is Fortune Magazine listening to our show?

Why is Joe Burrow buying farmland in Iowa? | Myth Busters: Trusts are just for rich people | Why you should consider a Roth IRA | Is Fortune Magazine listening to our show?

  • The hottest player in the NFL investing in soybean farms?
  • If your Financial Advisor is only talking stock market, RUN!
  • Ed Slott, America’s IRA expert weighs in on the Roth IRA.
  • Another story of a fi…
00:58:42  |   Sat 28 Jan 2023
Myth Buster: My safe money is in bonds

Myth Buster: My safe money is in bonds

Warren Buffett said, “Right now, bonds should come with a warning label.” If you are looking to put your safe money in bonds, you may be disappointed.

See omnystudio.com/listener for privacy informati…

00:07:45  |   Mon 23 Jan 2023
Retirement planning: Don’t be the person that says, “I should have come in sooner.” | Myth Buster: My safe money is in bonds | 70% of people are in denial about this financial need | If you have a 401(k) with a small company, you need to know this

Retirement planning: Don’t be the person that says, “I should have come in sooner.” | Myth Buster: My safe money is in bonds | 70% of people are in denial about this financial need | If you have a 401(k) with a small company, you need to know this

  • When it comes to talking about your retirement, don’t let life get in the way.
  • Stocks for growth and bonds for safety... Maybe not anymore.
  • Long Term Care Insurance is a dinosaur. There IS a better …
00:58:39  |   Sat 21 Jan 2023
2022 was a year of change in the economy and the stock market. Did it change your plans for retirement?

2022 was a year of change in the economy and the stock market. Did it change your plans for retirement?

The market was down; inflation and interest rates are up. You probably saw some of your retirement money disappear. If 2023 brings us more of the same, how can the Golden Reserve Market Flashlight he…

00:08:42  |   Mon 16 Jan 2023
A look back at 2022, a look forward into 2023 | How Congress changed the retirement rules while you were on holiday break | The FTX Crypto scam, what’s the real story?

A look back at 2022, a look forward into 2023 | How Congress changed the retirement rules while you were on holiday break | The FTX Crypto scam, what’s the real story?

  • 2022 was a year of transition in the stock market. Should you be changing your strategy?
  • There’s more pain forecasted for 2023, should you take these predictions seriously?
  • Congress has new rules ab…
00:58:02  |   Sat 14 Jan 2023
The fruitcake of the financial world!

The fruitcake of the financial world!

Say the word "annuity" and you get a lot of different reactions. Like fruitcake, some people love them, some people hate them. But why? What is the real story behind annuities, and should you make th…

00:09:10  |   Mon 09 Jan 2023
Why are investors terrified about 2023? | How annuities are the “fruitcake” of the financial world | Aler Stallings’s Anna Christina talks about wills, trusts, and legacy planning | How Golden Reserve wants to be your retirement sheepdog

Why are investors terrified about 2023? | How annuities are the “fruitcake” of the financial world | Aler Stallings’s Anna Christina talks about wills, trusts, and legacy planning | How Golden Reserve wants to be your retirement sheepdog

  • If you are worried about up and down markets, what should that signal to you?
  • Annuities: Some people love them, some people hate them. What’s the real story?
  • When a healthcare event changes your ret…
00:59:33  |   Sat 07 Jan 2023
2022 is not your entire investment career

2022 is not your entire investment career

When we look back at how our retirement accounts performed in 2022, it probably won’t be with a smile. But should one down year affect your retirement date and plans? At Golden Reserve we say no, and…

00:12:49  |   Mon 19 Dec 2022
What does it mean to be diversified? | Is a recession coming in 2023? | Greg busts a myth of IRAs | Why are you worrying about the market in retirement?

What does it mean to be diversified? | Is a recession coming in 2023? | Greg busts a myth of IRAs | Why are you worrying about the market in retirement?

  • One advisor says you need 200 stocks to be diversified. REALLY?
  • One analyst says recession in 2023, another says 20% market growth. Who should you believe?
  • A scary stat about pensions.
  • Myth Buster: …
00:50:53  |   Sat 17 Dec 2022
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