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 ...
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Greg Aler Podcasts
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2026 Could Bring Major Changes to Your 401(k)
10:41
10:41
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10:41New rules about the 401(k) catch-up provision means you could lose some of your 401(k) options. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.By Greg Aler
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A smart rabbit has three holes. It’s good to have options when trouble strikes. Do you have the same strategy in place for your retirement money? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
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The Financial World Has Changed Its Mind on These Financial Products
13:00
13:00
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13:00Annuities used to be the work of the devil, today they are a viable income source. 401(k)s were the savior when we lost pensions, today they are full of problems. What changed? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privac…
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Could You Lose Your 401(k) Catch Up? | Why Has the Opinion on Some Financial Products Changed? | The Financial Headlines Are Scary | Should You Run to Cash?
53:28
53:28
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53:28On this episode: You could lose over $11 thousand in next years 401(k) changes. For years they hated annuities and loved the 401(k). Now the headlines have flipped. Why? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy infor…
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Is Inflation Still a Big Threat to Your Retirement?
8:31
8:31
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8:31Inflation is now number 2 on the list of concerns for retirees. Should it be? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.By Greg Aler
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How Could the Government Shutdown Affect Markets and Your Retirement? | Is the Financial Industry Making a Shift on How They Charge? | How Do You Use Your 401(K) in Retirement?
54:26
54:26
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54:26On this episode: This isn’t our first Government shutdown. What does history tell us? Financial Advisors may be making a change on how they get paid. You have a lot of options on how to use your 401(k). How do you decide? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and Yo…
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How Uncle Sam Has Your 401(k) in a Headlock | Being a Smart Rabbit in Retirement | New Data on How We Spend When We Retire
58:28
58:28
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58:28By Greg Aler
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The Five Golden Rules of Retirement Planning
11:48
11:48
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11:48We go through the list from Kiplinger of "The Five Golden Rules of Retirement Planning" including figuring out your Five “L”s. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
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How Will Lower Interest Rates Affect Your Retirement Planning? | Being Smart If You Get Some Inheritance Money? | Figuring Out the “L”s of Retirement Planning
55:50
55:50
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55:50On this episode: Estate Planner and Golden Reserve Founder Tim Stallings joins us to talk about inheritance and long-term care planning. Why are people moving toward dividend paying stocks? An 80-year-old with a big tax problem. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn…
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Greg Takes Off the Gloves on Private Equity Popping Up In Your 401(k)
8:25
8:25
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8:25Private equity, IPOs, Bit Coin, and more non-traditional investments may appear in your 401(k) soon. Should you be interested? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
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New Stats: The Fear of Running Out of Money is Overblown | Warren Buffett, Tony Robbins, and Greg Aler All Agree on This | Watch Your 401(k) Target Date Fund for Changes
56:20
56:20
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56:20On this episode: Is the fear of running out of money a farce? How much could advisor and investment fees cost you over your retirement? What are we talking about in our year end meetings? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener…
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7 Retirement Rules We Are Giving You Permission to Break
16:45
16:45
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16:45There are a lot of financial rules that you will find on Google. We found seven that you can throw in the trash. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.By Greg Aler
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A Retirement Lesson from Comedian Nate Bargatze | Are You Missing the Obvious in Your Retirement Plan? | A New Danger in Your 401(k)
57:41
57:41
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57:41On this episode: Has retirement planning become like “the new math”? Inheritance: When you look at your kid and say, “there’s no free lunch.” When all the retirement numbers look good, what are you missing? Be aware of what they might slip into your 401(k) Target Date Fund. Subscribe or follow so you never miss an episode! Learn more at GoldenReser…
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THIS Could Steal Half Your Retirement Savings
8:51
8:51
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8:51Most of us are worried about the stock market or taxes taking our retirement money. But there is another villain out there and it could be the biggest thief of all. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy informatio…
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Is retirement the most financially complex time of your life? | How many people have actually saved 1 million dollars? | You’ve been downsized before your retirement date. Now what?
55:39
55:39
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55:39Social Security, Medicare, and RMDs. Retirement is just different. Most people don’t have 1 million in savings. Does that mean you won’t have a happy retirement? Work throws you an early retirement curve ball. How does that change your planning? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: F…
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Are Financial Advisors Really Still Saying THAT?
6:24
6:24
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6:24We were shocked when we found out that AOL was still around. We are even more surprised to find out that some financial advisors are still using these outdated ideas. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy informat…
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Are you too conservative with your investments?
9:00
9:00
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9:00Motley Fool says without some money in the stock market you risk not achieving the growth you need for a long retirement. Are they correct? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
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What You Need to Know If You Get an Inheritance | THIS Could Be the Biggest Drain on Your Retirement Money | Your 90-Year-Old Best Friend in Retirement
57:34
57:34
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57:34On this episode: Many people will get an inheritance, but many are not ready for the issues surrounding it. Markets, Fees, and Healthcare can be big costs in retirement. Are you ignoring your biggest threat? Social Security has been around for 90 years. Will it make it another 90? Subscribe or follow so you never miss an episode! Learn more at Gold…
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What Does the Average Couple Spend Per Month in Retirement?
8:41
8:41
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8:41The financial media now says we need 1.8 million dollars to retire. That doesn’t square with what couples actually spend. We have those numbers. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
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Warren Buffett Is Selling Stock. Should You? | How Much Do Couples Spend per Month in Retirement? | With Investments, Sometimes Boring Is Better
55:45
55:45
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55:45On this episode: How much should we follow the investment moves of people like warren Buffett? New data on what people need and spend in retirement. A retirement lesson from George Carlin. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listene…
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Dividend Paying Stocks: Is It Still a Good Idea?
7:58
7:58
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7:58One big company just cut their stock dividend in half. Is this a trend? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. Or Call us at 855-546-2074 to schedule an appointment. See omnystudio.com/listener for privacy information.…
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7 Assumptions People Make About Retirement That Could Hurt You | “All I get from my Financial Advisor is invoices!” | My IRA-to-Roth Conversion Hit a Snag
55:58
55:58
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55:58On this episode: Taxes, the markets, inflation, and your health. Don’t assume it will remain the same. How often do you hear from you advisor? It’s a problem, but a good problem. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for priv…
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72% of Seniors Say They Wish They Had Done THIS Before Retirement
9:02
9:02
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9:02Many seniors skip this retirement tax strategy. Then they get into their 70s and regret it. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.By Greg Aler
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Filling the Upcoming Gap in Your Social Security Check | A 401(k) With Fees 64 Times the Norm! | Many Advisors are Using a Strategy Now That They’ve Never Used Before
53:47
53:47
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53:47On this episode: Social Security may cut your check soon by 20%. What do you do? Is your 401(k) loaded with fees? How many financial advisors are turning to…GASP…annuities to fill retirement income needs. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnyst…
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The rule of thumb is that you need to replace 80% of your current income to continue your lifestyle in retirement. Does that formula work? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
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