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Fire Your Financial Advisor by Golden Reserve - Podcast

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.

Investing Business News News Education How To Business
Update frequency
every 3 days
Average duration
31 minutes
Episodes
350
Years Active
2022 - 2025
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The Difference Between Facts and Feelings in Preparing for Retirement

The Difference Between Facts and Feelings in Preparing for Retirement

Most people agree on the big issues of retirement. But there is a difference between planning for the facts and planning through the emotions and uncertainty.


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00:15:40  |   Tue 26 Nov 2024
Most people agree, these are the hardest things about retirement | Changes for 2025 with your 401(k) | 3 ways to crash your retirement | Why do people ask for a second opinion and how hard is it to switch financial advisors?

Most people agree, these are the hardest things about retirement | Changes for 2025 with your 401(k) | 3 ways to crash your retirement | Why do people ask for a second opinion and how hard is it to switch financial advisors?

On this week's show:

  • What is real and what is perceived about retirement can be two different things. How do we plan for both?
  • Some of you can put more in your 401(k) in 2025. Do you qualify?
  • Avoid …
00:58:26  |   Sat 23 Nov 2024
How Will a Second Trump Presidency Affect Your Retirement Planning?

How Will a Second Trump Presidency Affect Your Retirement Planning?

Lower capital gains, eliminating taxes on Social Security, lower estate taxes, and the deregulation of Wall Street. These are all issues that could affect your retirement. Will the next Trump adminis…

00:08:10  |   Tue 19 Nov 2024
Will retirement planning change under Donald Trump? | 3 things to do after the death of a loved one | 4 common purchases people regret in retirement | How to get over “The Fear of Spending.”

Will retirement planning change under Donald Trump? | 3 things to do after the death of a loved one | 4 common purchases people regret in retirement | How to get over “The Fear of Spending.”

On this week's show:

  • Each new administration has different ideas about taxes.
  • How will a second Trump Presidency affect your retirement planning? 
  • Estate Planning and Golden Reserve Partner Tim Stal…
01:00:39  |   Sat 16 Nov 2024
Is your retirement plan McBroken?

Is your retirement plan McBroken?

McDonalds has finally fixed the problem with the shake machines by hiring an independent company to fix them. Why is it important to hire an independent financial advisor rather than going to the big…

00:06:19  |   Tue 12 Nov 2024
What if 2025 is a down year in the stock market? | The banks are posting record profits, and you are paying for it | 3 Reasons to have GOOD debt in retirement | Someone you know is not looking forward to the great wealth transfer

What if 2025 is a down year in the stock market? | The banks are posting record profits, and you are paying for it | 3 Reasons to have GOOD debt in retirement | Someone you know is not looking forward to the great wealth transfer

On this week's episode:

  • Do you have a strategy for the next market pullback? \
  • Your next bank statement may show why banks are having a record year.
  • There is good debt and bad debt. How much should …
00:59:32  |   Sat 09 Nov 2024
The Moment Your Negative Feelings About Retirement Turn Positive

The Moment Your Negative Feelings About Retirement Turn Positive

When we face an uncertain future, we get nervous. How can we help you turn your retirement worries into retirement confidence?


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Learn more at GoldenR…

00:09:04  |   Tue 05 Nov 2024
This has been a record year for Roth conversions. Should you be looking at it? | Suze Orman says $2 million in retirement savings is “Chump Change” | Four ideas for passing down money to your kids and grandkids | The moment your negative feelings about retirement turn positive

This has been a record year for Roth conversions. Should you be looking at it? | Suze Orman says $2 million in retirement savings is “Chump Change” | Four ideas for passing down money to your kids and grandkids | The moment your negative feelings about retirement turn positive

On this week's show:

  • If most of your money is in a 401(k), here’s a question you should be asking.
  • Suze Orman is at it again, saying you haven’t saved enough. Is she right?
  • Tax-smart ideas of how to…
00:58:48  |   Sat 02 Nov 2024
Everything You Need to Know About the Trump Tax Laws and If They Expire

Everything You Need to Know About the Trump Tax Laws and If They Expire

The Trump Tax Laws are set to sunset at the end of 2025. If he doesn’t win another term as President, it could happen sooner. Either way, what does this mean for you as a tax payer and a person appro…

00:11:27  |   Tue 29 Oct 2024
How much of your retirement planning should be uniquely you? | A large company is doing a lot to help employees with Estate Planning | The Number One Regret of Retirees | The Future of the Trump Tax Cuts |  Investing in Gold: A Risky Proposition

How much of your retirement planning should be uniquely you? | A large company is doing a lot to help employees with Estate Planning | The Number One Regret of Retirees | The Future of the Trump Tax Cuts | Investing in Gold: A Risky Proposition

On this week's show:

  • Major League Baseball stadiums are all uniquely designed, with different dimensions. How unique should your retirement plan be?
  • Google is stepping up it's estate planning benefi…
00:57:15  |   Sat 26 Oct 2024
Tax Free, Taxable, Tax Deferred. What does it all mean?

Tax Free, Taxable, Tax Deferred. What does it all mean?

You probably know your investments should be diversified. What is TAX diversification?


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Learn more at GoldenReserve.com or follow on social: Facebook,…

00:08:26  |   Tue 22 Oct 2024
What will you really need per month in retirement? | When your account is up, should you take some profits? | The author of the 401(k) is angry about how his invention has turned out | Five things older retirees regret about retirement

What will you really need per month in retirement? | When your account is up, should you take some profits? | The author of the 401(k) is angry about how his invention has turned out | Five things older retirees regret about retirement

On this week's show:

  • The financial media math on retirement savings just doesn’t add up.
  • Is now a good time to pull some money out of the stock market?
  • What is the preferred way to develop income in…
00:59:53  |   Sat 19 Oct 2024
Can you build a “perfect” retirement portfolio?

Can you build a “perfect” retirement portfolio?

We all have different needs for retirement and every retirement plan is unique. But is there a model we can use as a guide that handles many of the retirement boulders? Greg Aler shows us how Golden …

00:10:05  |   Tue 15 Oct 2024
How much do you need to save to generate 100k a year in retirement? | Warren Buffett blasts advisor fees | Are you financially paralyzed by this election? | Is there a perfect portfolio?

How much do you need to save to generate 100k a year in retirement? | Warren Buffett blasts advisor fees | Are you financially paralyzed by this election? | Is there a perfect portfolio?

On this week's show:

  • Why does the financial media say we need MILLIONS to retire comfortably?

  • Can you get rid of one of the biggest drags on your retirement money?

  • Many people have put their li…

00:59:35  |   Sat 12 Oct 2024
How much money do you need to start talking about an estate plan?

How much money do you need to start talking about an estate plan?

When someone says "estate plan", you may have visions of celebrities and people with lots of money, big houses, and yachts. That’s not really the case.


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00:08:30  |   Tue 08 Oct 2024
One survey says to do these four things, and you can retire at 62. Are they right? | Don’t Use Your 401(k) for This | Three Things to Watch Out for When Your Advisor Talks About Guaranteed Income | You’re not a millionaire, do you need an estate plan?

One survey says to do these four things, and you can retire at 62. Are they right? | Don’t Use Your 401(k) for This | Three Things to Watch Out for When Your Advisor Talks About Guaranteed Income | You’re not a millionaire, do you need an estate plan?

On this week's show:

  • How the financial industry wants you to focus on one thing for retirement.
  • Your 401(k) isn’t a piggy bank, even if you have a pension.
  • The warning signs of talking about guarant…
00:59:39  |   Sat 05 Oct 2024
How to Figure Out Your Retirement Budget

How to Figure Out Your Retirement Budget

The headlines are full of “the fear of running out of money.” Is it real or just fear tactics from the financial industry?

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Learn more at GoldenReserv…

00:09:26  |   Thu 03 Oct 2024
Greg Interviews Lynyrd Skynyrd

Greg Interviews Lynyrd Skynyrd

On a special edition of the Expedition Retirement Podcast, Greg Aler of Golden Reserve sits down with Johnny Van Zant & Rickey Medlocke of legendary rock band Lynyrd Skynyrd to talk why music from th…

00:09:53  |   Tue 01 Oct 2024
The Fed finally moved rates. Should it effect you? | A Crazy Way Some Financial Advisors are Doing Continuing Education | How much money do you really need in retirement? | Let’s Talk About the “M” Word

The Fed finally moved rates. Should it effect you? | A Crazy Way Some Financial Advisors are Doing Continuing Education | How much money do you really need in retirement? | Let’s Talk About the “M” Word

On this week's show:

  • The Fed has started to drop interest rates. Is this a good or bad thing for people getting ready for retirement?
  • A new way financial advisors are learning to deal with risk.
  • Do …
00:59:05  |   Sat 28 Sep 2024
How will your taxes change in retirement?

How will your taxes change in retirement?

You may not itemize on your tax return now, but you might in retirement. How will your tax picture change in retirement and how the Golden Reserve Tax Map can help.

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00:10:19  |   Tue 24 Sep 2024
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