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
New Verbiage to Watch Out for From Your Financial Advisor
Greg Aler and Phil Huff of Golden Reserve look at an article for financial advisors on how to justify charging you more.
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The Problem with Financial Advisors: Too much risk, hiding fees, lining their pockets with your retirement money
- A 68-year-old widow questions her advisor’s tactics.
- New verbiage advisors are using to take more of your money.
- Is the object of retirement to “die with zero?”
- Have 401(k)s made any improvements in…
Should you buy the new bitcoin ETF?
Bitcoin gets a lot of press. But how do you invest in it? The SEC has now made it easier with a Bitcoin ETF. Should you make it a part of your portfolio?
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The original “Wolf of Wall Street” has surprising financial advice for you
Even though Jordan Belfort was wildly successful as a wall street trader, he has a very low opinion of financial advisors. Greg agrees and shares why he feels that way.
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Retirement Advice from the real “Wolf of Wall Street” | Why Golden Reserve does tax planning AND tax preparation | Your past financial mistakes shouldn’t hold you back from a successful retirement | Are you napping on your 401(k)?
- Jordan Belfort, “The Wolf of Wall Street,” is out of jail with surprising financial advice.
- Why part of the Golden Reserve Roadmap for Retirement is to do your taxes each year.
- How to recover from y…
How will the financial stories of 2023 unfold in 2024?
We look at interest rates, the Fed, markets, regional banks, The Magnificent 7, and more.
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Overcoming the fear of running out of money
It’s the number one fear of people preparing for and in retirement: Running out of money. How the Golden Reserve "Roadmap for Retirement" can help you overcome it.
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Is the 401(k) really your retirement friend?
The headlines when the 401(k) came out were great. Now that we are using it in retirement, the headlines have changed. How do you overcome the main drawbacks of the 401(k)?
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Should your Roth conversions be done by a certain age?
Moving money from a taxable bucket to a Roth can help with your tax liabilities in retirement. Is there a point when it’s too late?
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Should you have a cash slush fund? | In what part of retirement planning are you “high risk?” | Is your 401(k) on autopilot? | A 5-year fight over a celebrity estate is almost over | Is there a deadline for a Roth conversion? | How the financial industry plays with your head
- How much cash is your advisor telling you to have on hand?
- Should you be buying insurance in your 60s?
- Is your 401(k) working overtime or stuck in a rut?
- Another celebrity who should have done bette…
Why is “spend down” a dirty phrase in the financial world?
Should you rely on your retirement savings to kick off income and never touch your principle? We talk about creating income from your 401(k) and the idea of spending some of your principle.
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Is it ok to spend down your retirement savings principle? | One of the more confusing financial headlines we’ve ever seen | A financial giant has passed away | Your politicians are making moves to save Social Security and reduce financial fees | A crazy idea to beat inflation
- Why is “spend down” a dirty phrase in the financial world?
- Can anyone really tell me what a fiduciary is?
- Batman has lost Robin at Berkshire Hathaway.
- New ideas from the Senate and the White House t…
Your "5 years before retirement" checklist
Yahoo Finance compiled a list of things you need to look at in the 5 years before retirement. Greg breaks them down and talks about how Golden Reserve's Roadmap for Retirement can help prepare for th…
Is the financial industry trying to scare you? | TIAA is being sued | Has Dave Ramsey gone crazy? | How much more return will you get on your money by working with a financial advisor?
- Is running out of money a real thing or a financial industry scare tactic?
- A pension company trying to up your fees.
- Are you a list maker? Time for your retirement checklist.
- Dave Ramsey is taking a…
When do you step in when your parents start to decline?
We all forget things, but when you see a pattern with your parents, what do you do? How do you step in to prevent a financial mistake due to cognitive decline?
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A Retirement Ice Bath
You’ve probably seen people who jump into a tub of ice water or into a hole in a frozen lake. The idea is that it’s such a shock to your system that you forget about stress and all the problems of yo…
3 reasons you should retire right now! | One school that gets an “F” in investing | Laying the groundwork for your retirement like Shaq | Can you retire on Social Security and your 401(k)? | Greg’s interview with David Foster and Kathrine McPhee
- If you get the financial green light to retire DO IT!
- How too much risk can jeopardize your retirement dreams.
- Shaq has a great lesson for us about preparation.
- The financial industry wants you to b…
The #1 scare tactic of the financial industry
The number one fear of people going into retirement is running out of money. Is it real or is it a manufactured fear that the financial industry wants you to believe?
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How higher interest rates are a good thing if you are getting ready for retirement | Half of people have this problem 5 years into retirement | Is the 401(k) really your friend? | Passing down financial assets to your family effectively | The dos and don’ts of a 401(k) conversion
- Should you be worried about or should you celebrate higher interest rates?
- Myth Buster: Addressing the number one worry of people getting ready for retirement.
- Now that we are using our 401(k), is i…
The biggest communication gaps with financial advisors
We’ve all heard of generation gaps. Different age groups have a hard time relating due to the ways they communicate. It can happen between financial advisors and their clients. Greg breaks down the b…