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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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5 Things You’ll Never Regret Having in Your Retirement Plan

5 Things You’ll Never Regret Having in Your Retirement Plan

Only 18% of retirees have a written retirement plan. If you want to put it down on paper, where do you start?

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Learn more at GoldenReserve.com or foll…

00:09:07  |   Wed 24 Apr 2024
Is this inflation number the new norm? | Outrageous advisor fees you should avoid | Extra steps to consider for early retirement planning? | A 401(k) lesson from Will Ferrell

Is this inflation number the new norm? | Outrageous advisor fees you should avoid | Extra steps to consider for early retirement planning? | A 401(k) lesson from Will Ferrell

On this week's show:

  • What does this falling market and rising inflation number mean to you?
  • Why no one is talking about advisor fees, but they should be.
  • What happens if you want to retire before Me…
00:58:30  |   Mon 22 Apr 2024
The fee structure in the financial industry is crazy!

The fee structure in the financial industry is crazy!

Where else in the world do they charge you for a product or service by how much money you have? NO WHERE! Except the financial industry...


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00:09:04  |   Tue 16 Apr 2024
Financial Advisors: The more you save, the more they charge | Warren Buffett can solve the deficit | Are you losing your piece of 3.4 Trillion dollars? | Is Kiplinger listening to Expedition Retirement? | What has the average 60-year-old saved for retirement, and is it enough?

Financial Advisors: The more you save, the more they charge | Warren Buffett can solve the deficit | Are you losing your piece of 3.4 Trillion dollars? | Is Kiplinger listening to Expedition Retirement? | What has the average 60-year-old saved for retirement, and is it enough?

Greg Aler is joined by Golden Reserve Retirement Planner Phil Huff to discuss: Financial industry fees, holding your financial advisor accountable, Social Security, how widows get hurt by taxes, and …

00:58:27  |   Mon 15 Apr 2024
Five Things You Can Do With Your 401(k)

Five Things You Can Do With Your 401(k)

Your 401(k) will probably be your biggest retirement asset. Let’s not make a mistake. We look at the good and bad of 401(k) decisions. 

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Learn more at…

00:08:25  |   Tue 09 Apr 2024
Should you be moving money because of interest rates? | What are your options for using your 401(k) in retirement? | Can you retire on 600k?  | Airline baggage fees and financial industry fees have something in common | Is retirement stupid?

Should you be moving money because of interest rates? | What are your options for using your 401(k) in retirement? | Can you retire on 600k? | Airline baggage fees and financial industry fees have something in common | Is retirement stupid?

On this week's show:

  • Interest rates are up. It’s bad if you want to buy a house. It’s great if you’re close to retirement.
  • The dos and don’ts of your 401(k) in retirement.
  • Congratulations! You’ve sa…
00:56:43  |   Mon 08 Apr 2024
Should you be spending MORE in retirement?

Should you be spending MORE in retirement?

We save and save for retirement. Then all of a sudden, it’s here and we have a hard time making the transition between the saving mindset and enjoying our money. Greg shows how the financial industry…

00:08:10  |   Tue 26 Mar 2024
Estate Planning Attorney Tim Stallings talks about the legal documents you need and why | Is it possible to keep generational wealth going? | A new financial rule from Warren Buffett | Four Tell Tale signs you are too cheap in retirement

Estate Planning Attorney Tim Stallings talks about the legal documents you need and why | Is it possible to keep generational wealth going? | A new financial rule from Warren Buffett | Four Tell Tale signs you are too cheap in retirement

On this week's show:

  • Medicare does not pay for long term care. How do you prepare if it happens to you?

  • How your Roth might figure into tax and estate planning.

  • Which buckets should you pull fr…

00:58:01  |   Sat 23 Mar 2024
Being selfish in retirement is NOT a bad thing

Being selfish in retirement is NOT a bad thing

You raised your kids and put them through school. You have dedicated your life to your family and career. Retirement is supposed to be a time to put YOU first. But many people have a hard time doing …

00:08:50  |   Wed 20 Mar 2024
When being financially selfish is a good thing | Why your financial advisor doesn’t want you to spend your retirement money | A tax lesson from the show Parks and Recreation

When being financially selfish is a good thing | Why your financial advisor doesn’t want you to spend your retirement money | A tax lesson from the show Parks and Recreation

On this week's show:

  • Being selfish is usually a bad thing, unless it’s in retirement.
  • Why people over 75 are still in the workforce.
  • How the lesson of the "hot stove" is being used in income plannin…
00:57:22  |   Mon 18 Mar 2024
People want income, not an annuity

People want income, not an annuity

If you talk about an annuity for retirement planning, you may get a negative reaction. If you talk about what an annuity does without calling it an annuity, people respond positively. What’s the prob…

00:08:11  |   Tue 12 Mar 2024
Why is your 401(k) not keeping up with the market? | Don’t say the “A” word! | A tax lesson from Judge Judy | Taking the emotions out of being in the stock market

Why is your 401(k) not keeping up with the market? | Don’t say the “A” word! | A tax lesson from Judge Judy | Taking the emotions out of being in the stock market

On this week's show:

  • Is there an anchor on your 401(k)?
  • The tail end of the baby boom has a retirement problem.
  • A retirement lesson from George on "Seinfeld".
  • The Rolling Stones just passed up a hal…
00:54:56  |   Mon 11 Mar 2024
There’s talk of eliminating the 401(k)

There’s talk of eliminating the 401(k)

According to some studies, if the Government gets rid of the 401(k), they could save Social Security. Is there any truth to that?

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Learn more at Golde…

00:09:44  |   Tue 05 Mar 2024
What if the Government said, “No more 401(k)s?” | Are you ignoring the biggest risk to your retirement? | We assign a mascot to each big financial company | The deadlines you need to meet before and in retirement

What if the Government said, “No more 401(k)s?” | Are you ignoring the biggest risk to your retirement? | We assign a mascot to each big financial company | The deadlines you need to meet before and in retirement

On this week's show:

  • Some say the 401(k) will be gone in 10 years. Would that be a good thing?
  • Dealing with the retirement issue no one wants to talk about.
  • Why do-it-yourself investors eventually a…
00:56:19  |   Sat 02 Mar 2024
Oops there it is! Is a recession coming?

Oops there it is! Is a recession coming?

Everyday in the financial headlines you can find people who believe the markets will soar and others who believe we are on the edge of disaster. Greg tries to gives us some perspective on how to sift…

00:07:50  |   Tue 27 Feb 2024
A tax opportunity you don’t want to miss | The missing link to your 401(k) | What will healthcare cost in retirement?

A tax opportunity you don’t want to miss | The missing link to your 401(k) | What will healthcare cost in retirement?

On this week's show:

  • Time may be running out to maximize your IRA-to-Roth Conversion.
  • Your 401(k) comes up short by not providing income. How do you fix it?
  • What will your out-of-pocket expenses be …
00:58:21  |   Sat 24 Feb 2024
Kevin O’Leary says we need HOW MUCH to retire?

Kevin O’Leary says we need HOW MUCH to retire?

Every year there is a new number the experts say we need to retire. It keeps going up. But Shark Tank’s Kevin O’Leary has taken it to a new level.

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Le…

00:08:32  |   Tue 13 Feb 2024
Shark Tank’s

Shark Tank’s "Mr. Wonderful" has a Crazy Retirement Number

On this week's show:

  • The latest eye-popping number we need for retirement.
  • Part of the financial industry needs a warning label.
  • How reliable is Jim Cramer?
  • What we usually miss in tax planning.
  • A n…
00:57:11  |   Sat 10 Feb 2024
Yellowstone star Lainey Wilson has a broke mentality

Yellowstone star Lainey Wilson has a broke mentality

Lainey Wilson is a Country Music star and a part on the hit show "Yellowstone". But even with all her success, she still struggles with spending money. Many retirees have the same problem. 

See omnyst…

00:07:56  |   Tue 06 Feb 2024
2024 retirement rule changes | An idea to save Social Security | Yellowstone star Lainey Wilson adjusting to her financial success | How the financial industry doesn’t want you to touch your 401(k)

2024 retirement rule changes | An idea to save Social Security | Yellowstone star Lainey Wilson adjusting to her financial success | How the financial industry doesn’t want you to touch your 401(k)

On this week's show:

  • Are the 2024 retirement rules changes helping or hurting?
  • Should Social Security use the stock market?
  • Lainey Wilson needed to borrow $100 for Taco Bell.
  • Mom said, “Don’t touch …
00:58:47  |   Sat 03 Feb 2024
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