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
What’s Missing from Your Current Retirement Plan? Figuring Out the Taxes When You Inherit Money | Flat Fee or Fee-Based Advisor? | Do You Have Financial Amnesia?
On this episode:
- What do we usually see when people come in for a second opinion?
- Don’t be Bad Santa when passing down money.
- How Golden Reserve is different with how you pay for services.
- As you pl…
How to Figure Out Your Paycheck in Retirement
You’ve saved and saved over the years. What does that mean you will get per month in retirement? Social Security is one part, what about the rest?
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L…
How much is too much to pay for a financial advisor? | Don’t be bad Santa with your inheritance | When your business is your retirement plan | How to figure out your monthly need in retirement
On this week's show:
- Evaluating what you pay and what you get from your financial advisor.
- Don’t saddle your kids with a huge tax bill.
- You want to sell your business to fund your retirement? Timing…
How much should you have in the stock market in retirement?
In your 20s, 30s, 40s and even 50s, you may have put a lot of money into the stock market. But in retirement they tell you to pull back on that risk. Is there a percentage that most people use?
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How much should you have in the stock market in retirement? | The Question Every Financial Advisors Asks, That You Can’t Answer | If you do an IRA to Roth conversion, how do you pay the tax bill? | The Best Part Time Jobs for Retirees | Will the California fires put so much pressure on insurance companies that they can’t make annuity payments?
On this week's show:
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Having your money at risk may be ok when you’re young. What should your stock market risk be in retirement?
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The financial question no one can answer.
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Should you pay your co…
When a Will Causes Family Problems
The last wishes of a family member should be spelled out in a will. But what if that will has surprises and causes family problems? It happens a lot. How can you avoid it?
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Is 2025 a good year to retire? | When the wishes of your will don’t go over well with the family | Greg blows up a crazy article about market risk | Are you building money or memories in retirement? | Another day of mixed messages from the financial media
On this week's show:
- Why is 2025 a good year to retire?
- When Grandpa’s last wishes seem unfair.
- Worried about running out of money? One professor says go all in on the stock market.
- What will be you…
There’s a Better Way to Pay for Your Retirement Planning
The current model that Wall Street uses for financial planning is: The more you have, the more they get paid. Does the kid who mows your lawn charge more because of the price of your house? No. It’s …
Making Tax Planning a Priority Over Tax Filing | Why the 4% Income Rule is Ridiculous | 3 Ways to Celebrate Your Retirement | Why Golden Reserve is Changing How We Pay for Retirement Planning | What We Can Learn from those Unused Gift Cards in Your Drawer
On this week's show:
- Thinking about your tax bill 20 years from now.
- Going from worry to wonder with your retirement.
- Wall Street’s model of paying for financial services works for them but not you. …
Most People Miss These 5 Things When They Do Their Own Retirement Planning
You can put a nice number in your retirement savings, get a handle on your Social Security and Medicare, and even have an allocation and withdrawal strategy for your accounts. But that is not even ha…
A look back at 2024 and a look forward to 2025 | Your #4 cost today could be your #1 cost in retirement | I’m 62 with 1 million dollars. Can I retire? | The top 5 things people miss when they try to DIY their retirement
On this week's show:
- Interest rates, the politics, the Fed, and the markets. What happened in 2024 and where are we going in 2025?
- The boulder people forget about in retirement planning.
- A million d…
Do you want your retirement money with a company that’s getting fined?
We’ve seen it before: the big names in financial services paying huge fines. It’s happened again. This time with Edward Jones.
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Picking Your Retirement Date
Many people have a year, an age, or even a date when they want to retire. Something interesting happens as soon as they set that date.
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Should you go all in on the “Trump Bump?” | Should you take your RMD and no more? | Don’t Die Without These 4 Documents | Should you consider taking Social Security while you are still working?
On this week's show:
- There is a lot of optimism for 2025. Should you believe (and invest) in the hype?
- Uncle Sam tells you what to take from your 401(k) at age 73. Should you listen?
- Legal documents…
What the heck is a fiduciary and do you need one?
What does the word "fiduciary" mean? If all fiduciaries work in your best interest, why do they charge the way they do?
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Why did a caller call Dave Ramsey stupid? | Another big company kills their pension program | At age 94 Warren Buffett is now talking about estate planning | 5 Must Do’s 5 years before retirement
On this week's show:
- Dave Ramsey gets into it with a caller who disagrees with his investment philosophy.
- If you have a pension, how do you determine whether to trust the company or take the lump su…
What a $653 Pizza Teaches Us About Retirement Planning
If you sit in the luxury box at the football game, you would think the food and drinks would be free…not so at Allegiant Stadium in Las Vegas. The better your seat, the more you pay…for EVERYTHING. T…
Should you believe the market predictions for 2025? | 3 Signs you are not ready for retirement | What a $653 pizza teaches us about retirement planning | The one thing people in retirement really want
On this week's show:
- Will the Trump bump continue? Is it full speed ahead or proceed with caution?
- What you pay for financial services depends on where you sit.
- How is your retirement readiness?
- Wha…
We Nuke the 4% Withdrawal Rule…Again!
"As long as the stock market goes up, take 4% of your money and you’ll never run out." That’s the theory. Does it work?
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Does your Social Security decision really have to be that complicated?
Some say that the decision of when you take Social Security could be your biggest decision in retirement. Greg disagrees, and many retirees feel the same way.
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