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
Estate Planning Myths | What type of Trust should I use? | Do I need Asset Protection? | Managing Taxes in Retirement | How much money do I need to retire? | Market Timing Risks, & the Largest Financial Crises in Retirement
Greg and special guest Tim Stallings (Elder Law Attorney) discuss Estate Planning misconceptions; A caller from Findlay, OH, wants to know what type of trust he should use; A listener from Hebron, OH…
Financial health meets physical health. Interview with Afif Ghannoum, CEO of BIOHM Health.
We talk mostly about financial health. But in order to enjoy retirement, you must focus on your physical health. Greg’s longtime friend Afif Ghannoum joins us to talk about the latest research on gut…
Wall Street says you HAVE to use the stock market in retirement | Lunch with Warren Buffett costs $19 million | “All I get from my financial advisor is a bill!” | Special guest Afif Ghannoum, CEO of BIOHM Health, talks about gut health
True or False? “There is no alternative to the market.” Lunch with Warren Buffet was recently auctioned off for $19 million. This dinner event won’t cost you $19.00 and could save your retirement. Ho…
Can annuities be a form of retirement insurance?
You buy insurance for your car, your house, and your life; can annuities help you insure your retirement?
See omnystudio.com/listener for privacy information.
Will you be proactive or reactive with tax planning in retirement?
America’s IRA expert Ed Slott gives advice on de-taxing your retirement accounts. Greg talks about how the Golden Reserve Tax Mapping process does that…and more.
See omnystudio.com/listener for priv…
The big change coming to your 401(k) statement | Target Date Funds = Big Fail | “Stocks & Bonds” has a ring to it, but not a nice return | Should you DIY your estate plan online? | FIRE YOUR FINANCIAL ADVISOR | Why you need a 7-iron in your retirement
In this episode:
- What to expect on your next 401K statement.
- Do you know what you’re going to pay in taxes? Your financial advisor doesn’t.
- Legal, taxes, finance and investments—all under one roof…
Vice President Mike Pence sits and talks retirement with Greg from Golden Reserve
Special Guest, VP Mike Pence, and Greg Aler are both writing books— who’s gonna sell more? Greg had the opportunity to sit with the former VP, learn more about his background and get his honest thoug…
VP Mike Pence talks taxes and long-term care with Greg from Golden Reserve | Where is your money leaking, and how to plug it | Warren Buffet says run from bonds | Why women are wrongly overlooked in the financial industry | “Just hang in there” isn’
Greg sits down with former Vice President Mike Pence to talk about his new book, the future of Social Security and two of our retirement boulders: Taxes and Long-term Care. Stocks for growth and bond…
What exactly does the Golden Reserve Process look like?
You’ve heard Greg talk about the 4 Boulders of Retirement. But what goes into developing the Retirement Roadmap needed to avoid those boulders.
See omnystudio.com/listener for privacy information.
Dads and money lessons | Up vs. down Retirement Mountain | 4 biggest boulders we help you navigate | Is “annuity” a bad word? | Funding your financial advisor’s retirement
Discussions & Learnings:
- What your Dad taught you about money and what you hope to pass onto your kids.
- What exactly happens when you call us, and how we can help immediately
- Navigating Taxes, Fees…
Don’t let taxes and advisor fees drain your Retirement Bucket!
It’s hard to relate to big name athletes that make over 100 million dollars a year. But when you look at the much smaller number of their take home pay, we can relate. We are all dealing with taxes a…
Do you know how much of your Retirement is at Risk? | What you have in common financially with LeBron James. | Why do Annuities get bullied by Financial Advisors? | A client talks about her frustrations with financial advisors.
With all the talk of recession, is 100% of your life savings still on the blackjack table? Can you afford the ‘friendship’ with your Financial Advisor? Lebron James is dealing with the same fee and t…
Should you take the Warren Buffett approach in retirement?
Warren Buffett loves stocks. Can you mimic his approach to investing in retirement? Spoiler alert: probably not.
See omnystudio.com/listener for privacy information.
Can you use Warren Buffett as your investing model in retirement? | Should you be going to cash right now? | Uncle Sam had a great April 15th thanks to you | A teacher from Columbus has questions about 3 of the big retirement boulders
Warren Buffett loves stocks and market risk, should you? Many investors are backing out of this market to cash. Is that good advice? A great year in the stock market turned out to be a great year for…
Listener in Stow, OH, wants to know the difference between Medicare and Medicaid when it comes to long-term care.
Many people believe that Medicaid covers long term care expenses. There is some truth to that but there is a catch. Greg and special guest Anna Christine (an attorney with AlerStallings) explain the …
Stop taking unnecessary risks and paying too much. You made it to retirement, time to relax
Two of the big boulders of retirement are market risk and advisor fees. Let’s cut down on those costs and send more of that money your way.
See omnystudio.com/listener for privacy information.
Make your investments boring and your retirement exciting
The bigger the risk, the higher the return, right? Trying to “catch up” right before retirement might be your biggest mistake. Sometimes boring is better.
See omnystudio.com/listener for privacy infor…
It’s never too late to plan for nursing home care costs, and why we need the Golden Reserve long term care compass
There is more and more interest in planning for the high cost of long-term care. But is there an age when it’s too late to have the conversation?
See omnystudio.com/listener for privacy information.
Does Medicare or Medicaid pay for Long Term Care?
The cost of long-term care can wipe out a lifetime of retirement savings. Many people still believe that Medicare and Medicaid will pay for it. Greg breaks down the truth and the myths.
See omnystudio…
How much you pay and how much your financial guy makes
Nothing comes for free, especially when it comes to your retirement accounts. Investment and advisor fees can take tens of thousands from your retirement savings. Is there anything you can do about i…