1. EachPod

Market Downturn | Fiduciaries Explained | Hidden Mutual Fund Fees | IRA Tax Bomb | Planning for an Aging-Parent | Lump Sum Conundrum

Author
Greg Aler
Published
Sat 12 Mar 2022
Episode Link
https://omny.fm/shows/expedition-retirement-by-golden-reserve/market-downturn-fiduciaries-explained-hidden-mutua

How you can ignore the market and sleep well in retirement.  Why retirees and their advisor are rarely on the same page.  Does being a Fiduciary really matter?  Explaining hidden mutual fund fees and how advisors get paid. How retirees can fight back against the trillion-dollar financial industry. Why tax planning is ignored by your advisor – and what you should be doing.  The challenges of aging parents – and how to plan.  Pension – lump sum or not? Why hasn’t the financial industry changed in 40 years.

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