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
Does being a ‘fiduciary’ matter?
Explaining the fiduciary and non-fiduciary standards in human-speak, and how being a fiduciary doesn’t matter at all when it comes to helping retirees plan for the biggest risks of retirement.
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Market Downturn | Fiduciaries Explained | Hidden Mutual Fund Fees | IRA Tax Bomb | Planning for an Aging-Parent | Lump Sum Conundrum
How you can ignore the market and sleep well in retirement. Why retirees and their advisor are rarely on the same page. Does being a Fiduciary really matter? Explaining hidden mutual fund fees and…
Guest Tim Stallings Elder Law Attorney
Retirement planning is about more than just picking stocks and bonds. Certified Elder Law Attorney Tim Stallings joins us to talk about the importance of wills, trusts, and other legal documents. S…
Estate Planning: Wills, Trusts & Long-Term Care | Why clients leave Financial Advisors | Unnecessary Fees | Certified Financial Planner vs. Fee-Only Advisors
Certified Elder Law Attorney Tim Stallings talks about wills, trusts and long-term care costs. Greg piles onto the things that frustrate clients most about financial advisors. We break down the unnec…
How to find unexpected jackpots in retirement
Las Vegas isn’t the only place you can end up winning some extra dollars. With the right retirement planner and planning – you can uncover Tax and Fee savings jackpots all over your retirement.
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Crazy story from Las Vegas and how it relates to retirement planning | What are Asset-Protection Trusts? | No such thing as too little risk | How net worth becomes income | Annuities - The Dodge Ram of investments? | The Freak-Out Factor
Like Las Vegas jackpots, hear how retirees can find unexpected surprises if they do the right Tax and Fee planning. Learn about what trusts can protect you against creditors and nursing home costs. …
Bonds are an outdated and dying option for retirees in 2022
Wall Street has preached stocks for growth, and bonds for protection for 100 years. Learn why historical low interest rates coupled with new safe alternative options are replacing this old fashion (…
Are you a good candidate for Roth conversion? | How will my retirement income be taxed? | The Widows & Kiddos penalties | Why it's more dangerous going down retirement mountain | Some in the financial industry WANT you to take more risk | Advice from Shaq
Joining us is CPA Bart Patterson to talk about Roth conversions, the future of taxes in the US, and IRA tax penalties that the Tax Boulder can take from your retirement accounts if you aren’t paying …
What type of help should you look for in retirement | Evaluating your 401(k) annuity | Advice about Crypto | Has Covid hurt retirement for women?
How do you find the right person to help you with retirement planning? Should Crypto be in your retirement portfolio? One of the biggest reasons people fire their financial advisor.
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Retired? You don’t need a financial advisor
We save and invest trying to get ready for retirement. That’s the trip up the mountain. The trip down the mountain in retirement comes with the new challenges that may be beyond the skill set of your…