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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Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.
- Update frequency
- every 3 days
- Average duration
- 31 minutes
- Episodes
- 350
- Years Active
- 2022 - 2025
How can I be tax smart with my IRA?
Putting money into your IRA is easy. Taking money out of your IRA in retirement takes some planning. We have a listener from the Columbus area that has that question for Greg and how the Golden Reser…
Why the market shouldn't affect your retirement lifestyle | A MAJOR threat to your retirement | Greg busts a myth on investing | A listener from Newark, OH wants to know about IRA taxation
- If the stock market is down, will I have to cut back on my retirement lifestyle?
- What could be the #1 cause of bankruptcy in retirement?
- Another bad apple in the financial advisor world.
- How can you…
Are you letting your politics influence your investment decisions?
We are finally through the political season, but there’s always another one around the corner. You may have strong feelings about the direction of our country when it comes to policy and of course ta…
How much should you have in the stock market right now? | Myth Busters: I’ll never need Long Term Care! | Should your political views guide your investment decisions? | The fallacy of Fiduciary
- The closer you get to retirement, the harder it is to stomach loses. So why have your chips on that Blackjack Table?
- You can’t deny it. Statistics show most of us will need some kind of elder care. …
Dialing back the worry on “Did I save enough?”
The financial industry is full of opinion on how much you need for retirement. Those articles cause a lot of anxiety that you don’t measure up. The Golden Reserve Roadmap for Retirement will many tim…
Apparently Jim Cramer’s crystal ball is cracked
CNBC’s Jim Cramer said that Facebook (Meta) had no where to go but up. Soon after, it went down over 60% and he issued an on-air apology. How can you take some of the guess work out of your investmen…
CNBC's Jim Cramer in tears | Myth Buster: “We’ll just transfer the house to the kids” | No pension, no problem | Using the Golden Reserve Income Tent | 40% of American households pay NO Federal income tax. Can a Golden Reserve Tax Map help you? | No
- It’s never good when your Financial Advisor is in tears. Jim Cramer of CNBC admits to a bad investment call.
- Bad Santa: Gifting with good intentions but with bad tax consequences.
- Limiting your tax …
Fire your financial advisor!
Greg’s book “Fire Your Financial Advisor!” will be available in February of 2023. One of the reasons he wrote the book are stories like this.
See omnystudio.com/listener for privacy information.
IRS changes for 2023 | A valuable retirement lesson we can all learn from the wealthy | Myth Busters: All annuities are bad! | Do you have a financial advisor that just doesn’t listen?
- The IRS is changing many rules about tax brackets and contribution levels for 2023. How should you react?
- The wealthy have a secret about income. Can we use the idea?
- Why are there so many opinions …
Does using a financial advisor guarantee you’ll retire with more money?
Financial Advisors focus mostly on investments. How at risk are you in today’s Market?
See omnystudio.com/listener for privacy information.
Jason Aldean, Country Music Superstar sits down with Greg for a chat | Does using a Financial Advisor mean you’ll retire with more money? | Put your cash to work | We WILL get through the market turmoil with proper planning
- We have faced high inflation, high interest rates and rocky markets before. How did we get through it?
- One study says you will have 15% more money if you use a financial advisor.
- Jason Aldean will b…
Myth Busters: Will a 60/40 stock-to-bond mix work in this down market?
In a year when stocks are down and bonds are down as well, where do you go for safety?
See omnystudio.com/listener for privacy information.
Bonds are safe, right? | Being smart about passing down money | Financial Advisors speak a different language, on purpose | Having “portion control” with your retirement money
- My financial advisor speaks gibberish.
- The idea that stocks are for growth and bonds are for safety isn’t working.
- How to be tax efficient when sending money to your heirs.
- How much money should yo…
If the stock market stays volatile, is cash a good buffer?
What is your idea of protecting your money from market downturns? Bonds? Cash? Pulling out of the market all together? Greg discusses the alternatives.
See omnystudio.com/listener for privacy informat…
Is the market pain almost over? | Is cash really still king? | Bloomin’ onions won’t make you go broke | Stop playing by Uncle Sam’s rules | Questions to ask your financial advisor | One of the biggest shocks in retirement
- Are we headed for more recession talk or are we working our way out of this market volatility?
- Is cash a good hedge against this market and how much should you hold?
- Questions you should be asking y…
Myth Busters: I should let my IRA grow and grow so it will be a nice inheritance for my kids
We love when our IRA grows, but so does Uncle Sam. The higher the balance, the more the tax bill. Greg plays Myth Buster and problem solver at the same time.
See omnystudio.com/listener for privacy in…
What do the Death Star, Pepé Le Pew and Fiduciaries have in common? | Myth Busters: Should I leave my kids my IRA? | Listener call-in: Husband needs long-term care, what now? | Vanguard’s 10-year forecast
- Fiduciary is just a made-up title that means nothing
- How the Golden Reserve Tax Map can help with your IRA
- Protect and plan against the high cost of Long-Term Care
- Vanguard says the market will retu…
Mike from Maumee asks about income, returns, and RMDs
Each week we highlight a listener question. This week Mike from Maumee asks about ways to develop income, what his returns should be, and how to handle when Uncle Sam says he has to dip into his 401(…
What happens when you turn 72 | Your financial advisor doesn’t care what happens once you retire | Milk inflation won’t ruin your retirement | A Caller asks how to think about income and RMDs | Are you playing by Uncle Sam’s rules, or yours?
- You’re not going to live forever
- Mike of Maumee asks about income, returns, and RMDs.
- What happens when you turn 72
- Milk inflations won’t ruin your retirement
- If you didn’t pay your financial adviso…
I’m losing money and my advisor isn’t listening!
It’s a classic story. When the market is up, the financial advisor takes credit, when the market is down…well, that’s just what the market does. Hang in there it will come back. Are you ok with that?
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