Dads and money lessons | Up vs. down Retirement Mountain | 4 biggest boulders we help you navigate | Is “annuity” a bad word? | Funding your financial advisor’s retirement
Fire Your Financial Advisor by Golden Reserve · Greg Aler
June 18, 202259m 22s
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Show Notes
Discussions & Learnings:
- What your Dad taught you about money and what you hope to pass onto your kids.
- What exactly happens when you call us, and how we can help immediately
- Navigating Taxes, Fees, Market Risk and Long-term Care in retirement
- Up vs. down Retirement Mountain and how strategies need to change
- JP Morgan Chase says there’s going to be “Market Hurricane” - how to care less
- Why being boring and planful now can lead to peace of mind when it matters most
- Greg loves Wendy’s Baconators
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