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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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Attorney Tim Stallings Talks Inheritance, Probate and Legacy Planning | Greg Interviews Lynyrd Skynyrd | Something Important You Need to Bring to Your Retirement Planning Meeting | Financial Advice from James Brown & Eddie Murphy

Attorney Tim Stallings Talks Inheritance, Probate and Legacy Planning | Greg Interviews Lynyrd Skynyrd | Something Important You Need to Bring to Your Retirement Planning Meeting | Financial Advice from James Brown & Eddie Murphy

On this week's show:

  • AlerStallings Co-Founder Tim Stallings joins Greg to talk about inheritance and your kids blowing through that money, the scary word that is Probate and creative ways to do lega…
00:57:54  |   Sat 21 Sep 2024
The Fed is starting to cut rates. Should you be doing anything?

The Fed is starting to cut rates. Should you be doing anything?

There is a lot of talk about the Federal Reserve. Will rate cuts effect your retirement in any way?

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Learn more at GoldenReserve.com or follow on soci…

00:08:15  |   Tue 17 Sep 2024
Is it too late to get a good rate? | Why people IN retirement are more confident than those preparing for retirement | How taxes change after you retire | Warren Buffett changed his will. What can we learn from it? | Why does your Social Security decision have to be so hard?

Is it too late to get a good rate? | Why people IN retirement are more confident than those preparing for retirement | How taxes change after you retire | Warren Buffett changed his will. What can we learn from it? | Why does your Social Security decision have to be so hard?

On this week's show:

  • The Fed is about to cut rates, are the good times over?
  • What is your retirement confidence based on?
  • Warren Buffet watched his kids and changed his will.
  • Why all the fuss about …
00:58:41  |   Sat 14 Sep 2024
Your end of the year retirement planning meeting. What should you be talking about?

Your end of the year retirement planning meeting. What should you be talking about?

A 4th quarter meeting with your retirement planner should be more than just a check in. There are important issues involving rebalancing, tax and planning issue to revisit. Are you missing anything?

00:11:55  |   Tue 10 Sep 2024
Does market history mean anything anymore? | A financial advisor that didn’t live up to his promises | Financial moves to consider before the end of the year | Does retiring at 65 bring extra risk?

Does market history mean anything anymore? | A financial advisor that didn’t live up to his promises | Financial moves to consider before the end of the year | Does retiring at 65 bring extra risk?

On this week's show:

  • What should (and should not) guide your investment decisions.
  • Language that should be a red flag with your financial advisor.
  • What your end of the year meeting should be address…
00:57:12  |   Sat 07 Sep 2024
When is the worst time to hire a financial advisor? | There are over 70 thousand pages in the tax code. Which are the best for you? | Wisdom from Warren | 70% of us could lose lots of retirement money due to this event

When is the worst time to hire a financial advisor? | There are over 70 thousand pages in the tax code. Which are the best for you? | Wisdom from Warren | 70% of us could lose lots of retirement money due to this event

On this week's show:

  • When is the right time to talk to a retirement planner?
  • The tax planning idea you should grab onto with both hands.
  • Five ideas to consider if we go into a recession.
  • Another rea…
00:58:37  |   Wed 04 Sep 2024
Five Things You Can Do to Protect Your Retirement During a Recession

Five Things You Can Do to Protect Your Retirement During a Recession

The financial talking heads are still predicting a recession. If it happens, how do you protect your recent gains and your retirement nest egg?

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Learn…

00:10:36  |   Tue 03 Sep 2024
He turned all the retirement planning over to her. And she’s worried!

He turned all the retirement planning over to her. And she’s worried!

A woman writes into "Market Watch" because she’s worried that a financial advisor will charge too much and lose their retirement money.


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00:09:00  |   Tue 27 Aug 2024
Worries about finding the right financial advisor | The fallacy of

Worries about finding the right financial advisor | The fallacy of "Stay the course, it’ll come back" | Having diversification in you tax planning | Retirement lessons from Paul McCartney and boneless chicken wings

On this week's show:

  • Her husband said, “You do all the retirement planning.” And she doesn’t trust financial advisors.
  • Did “stay the course” work this time, or should you see it differently?
  • Can bon…
00:56:23  |   Sun 25 Aug 2024
The financial media is lying to you about how much you’ll need for retirement

The financial media is lying to you about how much you’ll need for retirement

1.2 million, 1.8 million…the numbers are crazy about how much we need to save. We’ll show you how they got there and why they’re wrong.

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Learn more at…

00:16:10  |   Tue 20 Aug 2024
What will you really need per month in retirement? | People who get financial help retire earlier | When your account is up, should you take some profits?

What will you really need per month in retirement? | People who get financial help retire earlier | When your account is up, should you take some profits?

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?
  • Does using a retirement planner move your reti…
00:57:55  |   Sat 17 Aug 2024
Help! The stock market is falling and taking my retirement money with it!

Help! The stock market is falling and taking my retirement money with it!

They say the stock market takes the stairs up, and the elevator down. Losses happen quickly. Can you protect yourself from these times but still have growth?


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00:10:01  |   Tue 13 Aug 2024
The Market went down1600 points! What happened? | Should the election play a part in your financial decisions? | Who’s the biggest fee stealer: concert tickets or your 401(k)?

The Market went down1600 points! What happened? | Should the election play a part in your financial decisions? | Who’s the biggest fee stealer: concert tickets or your 401(k)?

On this week's show:

  • How should you view these big one-day market drops and what can you do about them?
  • We want income in retirement. How do you build it?
  • Markets, taxes, fees and long-term care, th…
01:00:34  |   Mon 12 Aug 2024
The stock market needs to correct to move forward. Where does that leave you?

The stock market needs to correct to move forward. Where does that leave you?

There’s nothing fun about losing money. Yet we put our money in a stock market that regularly goes up and down. How do you navigate that?

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Learn more …

00:08:33  |   Tue 06 Aug 2024
What do you do with your 401(k) when you retire? | Are market pull backs healthy? | Most people retire early. Can you? | Edward Jones is in trouble again

What do you do with your 401(k) when you retire? | Are market pull backs healthy? | Most people retire early. Can you? | Edward Jones is in trouble again

On this week's show:

  • Vanguard reveals how their clients use their 401(k)s.
  • Pullbacks are a part of the market, but what about you?
  • Many people plan their retirement date, few follow through.
  • More fi…
00:57:47  |   Sat 03 Aug 2024
Five Things Older Retirees Regret About Retirement

Five Things Older Retirees Regret About Retirement

People in their late 70s and 80s talk about the things they would have done differently early in retirement. Their answers may surprise you.


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Learn mo…

00:07:53  |   Tue 30 Jul 2024
How do I know if my lawyer or financial advisor has me covered with estate planning? | Other than Social Security, how will you get paid in retirement?  | The author of the 401(k) is angry about how his invention has turned out | Five things older retirees regret about retirement

How do I know if my lawyer or financial advisor has me covered with estate planning? | Other than Social Security, how will you get paid in retirement? | 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 podcast:

  • Elder law attorney or estate planning attorney? Which do you need?
  • What is the preferred way to develop income in retirement?
  • The way the 401(k) was designed is not the way i…
00:58:45  |   Mon 29 Jul 2024
Many people wish they had addressed this topic before retiring

Many people wish they had addressed this topic before retiring

Over 30% of retirees are terrified of what taxes will do to their savings. How can Golden Reserve help with our complimentary Tax Map?

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Learn more at

00:10:18  |   Tue 23 Jul 2024
We’ve seen inflation over 12 percent. Will 3.3% inflation kill your retirement?

We’ve seen inflation over 12 percent. Will 3.3% inflation kill your retirement?

Inflation is now the #2 concern for people planning for retirement. Should it be? Can you build a plan for it?

Subscribe or follow so you never miss an episode!

Learn more at GoldenReserve.com or fol…

00:09:31  |   Tue 16 Jul 2024
Inflation may not kill your retirement, but this might | The topic that terrifies many retirees | Market update: How are we doing this year?

Inflation may not kill your retirement, but this might | The topic that terrifies many retirees | Market update: How are we doing this year?

On this week's show:

  • You might be surprised to find how our current inflation rate compares to the last 60 years.
  • Many retirees want a “do-over” for this part of their planning.
  • Active management vs…
00:59:55  |   Sat 13 Jul 2024
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