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 Real Truth Behind Alternative Investments
Hedge funds and alternative investments with crazy high returns may sound sexy. But there are some facts you need to know.
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How many people have actually saved one million dollars for retirement?
The financial media tells us that we need these HUGE numbers that we must save for retirement. You might be shocked to find most of us aren’t reaching those numbers, but many of us are doing just fin…
In studio guest estate planning attorney Tim Stallings on wills, trusts, and cognitive testing | How many of us have reached 1 million dollars in retirement saving? | 5 signs you may be better off in retirement than you think | Annuity myths busted
On this week's show:
- Do you need a financial planner AND an attorney for retirement?
- How an Asset Protection Trust could help.
- Would you take a test that predicts if you could get dementia?
- How many…
Is Greg changing the opinions of the financial industry?
Should you pay more for a financial advisor simply because you’ve been a better saver? Greg says no. It should be based on services. It looks like some in the financial industry are starting to agre…
The Air Fryer of Retirement Planning
Greg is a very accomplished chef, and he can spot a cooking gimmick a mile away. The same way he can spot a financial gimmick in your 401(k).
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You’re a 401(k) millionaire. Now what? | Half of people got this retirement question wrong | When your advisor retires | Target Date Funds: Good or bad? | Is there really a retirement crisis?
On this week's show:
- Is it time to take some 401(k) profit?
- You want income in retirement, how do you create it?
- Reasons you need a new retirement planner.
- One 401(k) selection to think twice about. …
The Guilty Pleasures You SHOULD Spend On in Retirement
There are 5 things that Greg sees many people enjoy and spend their money on in retirement. Maybe you should too.
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Five things you should spend money on in retirement | The financial industry seems to be warming up to Greg’s thoughts on limiting fees | How Bradley Cooper is relating to one of the biggest boulders in retirement planning | How fixating on a number can lead to too much risk
On this week's show:
- How Golden Reserve wants to give you permission to spend.
- Fees in retirement planning should be based on services, not your balance.
- Actor Bradley Cooper became a caregiver to h…
82% of Retirees are Making This Mistake
The fear of running out of money is so real that many people are simply not spending in retirement. Greg’s mission is for you to have a plan that gives you the confidence to spend.
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A retirement lesson from Tacos | Airline fees, financial fees, which are worse? | Guess who’s celebrating your 401(k) success? | Can you win the stock-picking guessing game?
On this week's show:
- Stupid retirement rules we have to deal with.
- Who’s getting sued over fees?
- Why is Uncle Sam is cheering on your 401(k)?
- The one retirement issue that comes in dead last.
- 400 pe…
Solving the Biggest Mystery in Retirement Planning
Many people get to retirement and find they have underestimated how much money they will need each month. How does an income plan keep up with your changing income needs?
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Is this market (and your portfolio) like an unruly teenager? | How to arrive at the right income number for retirement | You’re probably paying fees on your retirement accounts. Which ones can we limit or eliminate? | You aren’t the only one that is happy your 401(k) is up
On this week's show:
- The market is whipping up and down. Does your retirement account have to do the same?
- One of the biggest complaints in retirement is: I thought I would have more spending money. …
Will an online will hold up in court?
Estate Planning attorneys Greg Aler and Tim Stallings talk about taking the shortcut of using Legal Zoom or any online service to develop a will.
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Lea…
Seeing is believing in retirement planning | What part of your portfolio needs a good scrubbing? | Estate Planner Tim Stalling joins us to talk about avoiding mistakes with inheritance, the pros and cons of putting your house in your child’s name, and how much should you share about your will
On this week's show:
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How doing the math on your retirement can make it real.
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Finding the dirt in your portfolio.
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The pitfalls of estate planning shortcuts.
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Thanks, Mom, for all that you taught me
Financial lessons in life can come from many difference places, but sometimes the example that you see day in and day out from mom can be just as meaningful.
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April was the worst month of 2024 in the market. Will it continue? | What is “hostile territory” in retirement planning? | A lesson from Tom Hanks | What is your income side hustle in retirement? | A salute to mom
On this week's show:
- The market ups and downs continue. What does it mean to retirement savers?
- A phrase you don’t want to hear from your financial advisor.
- After Social Security and 401(k)s, where …
4 Retirement Mistakes to Avoid in 2024 | Do You Know Your Tax Bill In Retirement? | Does a Financial Advisor Really Get You Ahead? How Do You Know if You’re Covered with the Income You Need for Retirement?
On this week's show:
- Greg outlines the most common mistakes he sees people make as they plan for retirement.
- When it comes to taxes, there are the informed and the uninformed. Which are you?
- Is gold…
Should you be buying gold right now?
You see the ads on TV and radio. Now even Costco is selling gold. Should you include gold in your retirement portfolio?
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Estate Planning Attorney Tim Stallings talks about wills, trusts, long term care options and building a lasting inheritance | Things you SHOULD splurge on in retirement | Three signs you’ve outgrown your financial advisor
On this week's show:
- The conversation about protecting your money goes further than simply guarding against a market pull back.
- Estate Planning Attorneys Greg Aler and Tim Stallings dive into the le…
3 Signs You’ve Outgrown Your Financial Advisor
Is your financial advisor giving you the value you deserve? Are they focused only on investments or retirement planning? Is the advisor that got you TO retirement the same advisor that should guide y…