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.
- Update frequency
- every 3 days
- Average duration
- 31 minutes
- Episodes
- 350
- Years Active
- 2022 - 2025
The realities of 2022 and inflation
Inflation is causing stress on a lot of families. Some people are delaying retirement, and some are coming out of retirement. Can you build a retirement plan that gives you protection from future inf…
New versus old annuities for retirees
There is plenty of negative press about annuities. If that’s true, why do so many people use them? Greg breaks down the pros and cons of annuities.
See omnystudio.com/listener for privacy information.
Greg interviews Bill Murray and his brothers
Each year, Bill Murray and his brothers host the Caddyshack Golf Tournament in St. Augustine, Florida. Greg was able to sit down with them and talk about the movie Caddyshack, retirement, and find ou…
Is your “Check Retirement” light flashing? | Will you have to cut back your spending in retirement? | Is there an age where it is too late to talk about Long Term Care planning? | Greg interviews actor and comedian Bill Murray.
You have a “check engine” light in your car. Are you paying attention to your “check retirement” light? Studies show many people have to cut back their spending in retirement. Will you? Taking the gu…
Income or interstellar?
You can now buy a ticket for a 90-minute space ride for about 500 thousand dollars. If that’s not your thing, what kind of retirement can you build with the same amount?
See omnystudio.com/listener fo…
Dealing with the concern of losing money right before retirement | Vanguard’s Jack Bogle weighs in on the fee boulder | How is it that Wall Street’s best and brightest continue to fail? | What are the unexpected taxes in retirement?
The report card is in on Wall Street fund managers, and we’d be generous to give them a “D” in stock picking. How can you take 100% of the risk and get 30% of the return? Welcome to Mutual Fund inves…
Estate Planning Myths
Estate Planning Attorney Tim Stallings joins the show to discuss some misconceptions that retirees have about Estate Planning.
See omnystudio.com/listener for privacy information.
How do taxes change in retirement? The penalties to avoid with a Tax Map.
How you deal with taxes BEFORE retirement should be very different IN retirement. If you don’t have a plan for taxes, Uncle Sam has a plan for you. Greg breaks down some of the surprises that retiree…
As interest rates go up, what financial products get better? | When to consolidate investment accounts (listener call-in) | Dealing with the crisis moments of retirement. | How greed and retirement don’t mix. | Why you need a Tax Map.
A better way to think about annuities as interest rates rise. What to do if you have retirement account money all over the place. How financial advisor fees work and how to avoid them. The importance…
What do you have in your portfolio that needs to go out with that leisure suit?
In everyone’s closet, there are clothes that haven’t been worn in years. They are outdated and just taking up space. Do you have the same thing going on with your retirement accounts? What do you hav…
Tax Freedom Day Doesn’t Exist | Uncle Sam’s RMD Catch | Emergency Care Planning (listener call-in) | The Financial Advisor Leisure Suit | A plan without a legal foundation may not be a plan
The truth about taxes and the Secure Act 2.0. A caller asks about protecting assets as her spouse has an emergency care need. When to toss certain investments and advisors. Retirement plans without …
Passing money down to your kids…with limits
When your kids inherit your lifetime of savings, how would they handle it? Will they be responsible, or will they spend it all in a short period of time? How you can have a say in making your money l…
How advisors may “shrinkflate” your retirement | The good and bad of Robo-Advisors | Estate Planning 1, 2, 3 (listener call-in) | Shaquille O’Neal schools his kids | How to think about market risk right now
Unnecessary fees can be more risky than inflation. The limits of Robo-Advisors in supporting retirement. A listener question about Estate Planning and avoiding probate. What is the right risk to take…
The Fee Boulder
Many people have no clue about how much they are paying for their retirement accounts. They don’t write a check every month, so it must be free, right? Wrong. Greg breaks down how the financial indus…
A crash course on IRA tax planning in Retirement
Understanding Uncle Sam’s plan for your IRA taxes is a big part of planning for your Retirement. Particularly the 'widows and kiddos' penalty he has in store if you don’t have the right plan. Learn h…
How long does it take to develop a Roadmap for Retirement? | A listener asks about IRA tax protection | The family caregiver conundrums | Are we headed for a recession? | The 101 rules and tax penalties for your IRA | Is it time for a Roth conversion?
Is 6 hours enough time to develop your Roadmap for Retirement – and what should it include? A Newark, OH caller asks how to protect his IRA from Uncle Sam in retirement. Why relying on a family membe…
What fees should you pay your advisor in retirement? Listener shares his concern about paying 1%, 2% or even 3% in retirement and wants to know how much it should really cost.
A listener calls in looking for the right guide to get him through retirement and, while shopping around, has heard a lot of different fees. We explain what fees are right for retirees and how to avo…
Interest Rates & Inflation – What’s Your Move? | FEES in Retirement [listener call-in] | When To Fire Your Advisor | Truth of Financial Shortcuts | Long-Term Care Planning | A $500k Retirement Rocket Ride
What you should do about rising interest rates & inflation. A listener questions how fees work in retirement. When to tell your advisor to take a hike. The truth about “financial shortcuts.” Getting …
How Your Financial Advisor Can Fail You In Retirement -- Particularly the Recent IRA Tax Changes
How a banker, whose wife was a financial planner, still failed to plan for retirement. Greg breaks down the latest Uncle Sam changes that will take more tax dollars out of your IRA. Why every retiree…
Your Retirement Checklist | Nursing Home Crisis Call-In | IRA Tax Rules Change Again | Hidden Retirement Fees & Costs | Tax Rates Will Probably Go Up | Realities of Retirement Life | Retirement Calculators are Broken
How to navigate retirement and build your checklist with the right questions to ask. Call-in crisis involving a parent’s nursing home situation. How the IRS changed the rules again to get more taxes…