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
A listener calls in upset because he’s losing money and his advisor isn’t concerned | Another celebrity dies without a will | Why wealth management isn’t just for the wealthy | Greg talks about a chapter titled “The Villain” in his new book
- When the market is down, “stay the course” just doesn’t cut it anymore.
- Anne Heche dies and doesn’t have a will in place. Why is it important for you?
- If you think you don’t have enough money to jus…
Why is my advisor talking to me about ESG investing?
ESG investing is using your moral compass to pick your investments. It’s trendy, but some are saying it may be against the fiduciary standard for financial advisors. And we’re saying, it really doesn…
Have you already WON the retirement lottery? | We’re here for the hard-working Middle Class, not multi-Millionaires | Why Uncle Sam picks on your spouse and kids | Why our clients care less about a Recession
- Uncle Sam is going to screw your spouse and kids.
- Take the chips off the table because you’re already ahead.
- One of the new hip catchphrases in financial planning is ESG investing. Is it right for y…
One of the biggest lies the financial industry is telling you
Not all annuities are bad! Don’t believe the lie. It’s time to debunk yet another article as Greg pulls back the curtain on why the financial industry wants to steer you away from these safer options…
We do this for everyday Americans, the hard-working 99% | Less Risk, Less Worry is what we offer | Suze Orman says no one is ready for retirement | If you made it to retirement, you’ve already won! | When should you dip into your 401(k)?
The goal of retirement is to enjoy being retired, not to worry. Make your retirement exciting by making your retirement plan boring. Should your 6-month emergency cash fund actually be 24 months? Are…
What is the optimal portfolio?
Can you sleep at night? That’s the test to figure out if you have the optimal portfolio. There’s a time when it’s okay to celebrate, say “I made it”, take the chips off the table, and go retire in pe…
Financial advisors take NO accountability | “Stay the course” is not a sound strategy | Financial advisors or financial friends?| Waiting until you’re 72 to take money out is a bad idea
Financial advisors take credit for a good market and tell you to sit tight during a bad market—don’t pay 1% for this “advice”. Plus, let’s talk about how to beat Uncle Sam.
The BIGGEST threat to your retirement savings
$10k a month is the average cost for a nursing home. And 70% of Americans will need some type of Long-Term Care. Are your life’s savings secure? Asset-protection Trusts might be the answer.
See omnys…
When you’re retired, you shouldn’t be worried about investments anymore | Why do some financial advisors hate annuities? | The advantage to starting your retirement planning early | What could be the biggest threat to your retirement savings?
How we make your retirement exciting and your retirement plan boring. Bonds may not be the best place to find retirement income. Are annuities a good option? It’s okay to be behind in retirement, jus…
Do you have any control over the taxes you pay?
The more you plan, the more you keep. Those are words from IRA expert Ed Slott, who says you don’t have to go along with Uncle Sam’s tax plan. With good planning, you can limit your tax bill.
See omny…
The inflation number is down, how much does this affect your retirement? | Can you really control how much you pay in taxes? | The difference between being financially smart and financially wise
The important parts of retirement planning aren’t found on the financial news networks. They are found with you and your family. Are you going to go with Uncle Sam’s tax plan or your tax plan? Does y…
The Financial Advisor Friendship Fallacy
Does your financial advisor listen to your concerns? We read an email to Market Watch where the advisor isn’t communicating and is making excuses for big losses. Why do we allow the financial industr…
Why won’t my financial advisor listen? | The Fatal Flaw in retirement plans | Should Mom and Dad put you on the deed for the house? | Why many financial advisors have changed their strategies this year
Your portfolio drops 22%, yet your financial advisor says to stay put? Target Date Funds: great marketing, not great performance. Don’t be a Bad Santa and give your kids bad gifts. Is Wall Street sta…
Have you won the retirement lottery?
Ok, so you didn’t win a billion dollars in the Mega Millions lottery. That doesn’t mean you can’t win the retirement lottery, by simply protecting what you’ve got from Uncle Sam. Greg talks about ret…
So, you didn’t win the Mega Millions, did you win the retirement lottery? | Interest rates are going up, when will this help your retirement planning? | Don’t give your kids BAD gifts | Balancing growth and protection?
Many of us have dreams of winning the lottery so we never have to worry about money again. Can you achieve that in retirement without winning the lottery? The Fed is hard at work fighting inflation b…
Financial headlines meant to scare you
If you watch financial news, it can be scary. It seems all the headlines are about recession and down markets. How much of this should you pay attention to and should you adjust your retirement plan …
Should all the recession talk concern you? | The secret to beating Uncle Sam is to pay taxes early | What many people believe about Social Security is wrong | The benefits of a Roth conversion
- That dreaded “R” word and it’s not “Recession”
- You’re most likely up 170% over the last 10 years
- Our Tax Map puts more money in your pocket, less in Uncle Sam’s
- Do NOT wait until you’re 72 to take …
So I saved, and retired. Now what?
Each week we feature one client or caller to the radio show. This week Mitch from Akron says: "Everyone told me to save, so I did. Now I’m retired and nobody is telling me what to do next."
See omnyst…
Beating Uncle Sam means paying taxes (early) | A new retiree feels abandoned by the financial industry | The danger of losing money and saying, “this time it will be different.” | Don’t make your widow and kiddos pay for your tax mistakes
Inflation is now over 9 percent, but is your income rising at the same rate? Everyone tells you to save for retirement, but what do they say when you get there? Sounds odd but paying taxes early can …
Protecting your retirement assets and legacy | The difference between Medicare and Medicaid and what they cover | How 3 hours of your time could protect your entire retirement | The fees and tax boulders waiting for retirees.
In studio guest Anna Christine, an attorney with AlerStallings, discusses the legal planning we all need in retirement. Does Medicare or Medicaid cover long term care expenses? How a Fee Filter can h…