Fire Your Financial Advisor by Golden Reserve
434 episodes — Page 1 of 9
Would You Know What You're Paying Your Advisor If Your Kids Asked? | Two Brothers, Same IRA, Very Different Tax Bills | Is Your Advisor Speeding with Your Life Savings?
No Cheeseburger in Paradise for the Jimmy Buffett Estate
How Your Retirement Plan is Like a Jigsaw Puzzle | Can You Spend Too Much in Your First Year of Retirement? | Another Opinion on Roth Conversions and RMDs
I Took My Retirement to Two Different Advisors with Very Different Results
Does All This Talk About Interest Rates Mean Anything to Your Retirement? | It's Time to Stop Listening to Kevin O'Leary | Is Your Estate Plan Worth the Paper It's Printed On? | Someone Who Is Letting Financial Headlines Dictate His Retirement Decision
Should retirees “Buy the Dip?”
How Active an Investor Should You Be in Retirement | Do You Have a Plan When Social Security Cuts Back? | This Woman Fell Right into Uncle Sam’s Tax Trap | Is Inflation A Retirement Killer?
A Listener Who Discovered What Is Truly Important in Retirement | Are You Focused Too Much on What Is Moving Your Money Forward Instead of What’s Pulling It Back? | Where You Have Your Money Placed Determines How You Spend It | Legal Documents: The Importance of Getting It in Writing
Think You Can DIY Your Retirement Taxes? Here's What It Might Cost You | The $3 Trillion Problem Wall Street Doesn't Want to Talk About | The Retirement Account You're Probably Underusing
It Is Very Possible You Could Pay MORE Taxes in Retirement
Dad Gave His House to His Daughter and the Problems Began | Can You Bring Life to Your Old Assets? | How Is That Gold Doing That You Bought Last Year?
The One Retirement Question That Could Change How You View Market Risk | The Inheritance Assumption That Can Backfire | Could Your IRA Become a Bigger Tax Problem Than You Expect?
When Was the Happiest Time of Your Life?
Don’t Let This 401(k) Mistake Happen to You | Is This a Good Time to Take a Profit from the Stock Market? | Should You Push Off Social Security and Live Off Other Retirement Accounts?
Why Does the Financial Industry Want You to Hate Annuities?
The Market Keeps Chasing the Next Big Thing—Should Retirees? | A Financial Advisor's Advice Raised Some Eyebrows | The Biggest Retirement Regrets People Have in Their 60s
Will You Be Writing Checks to the IRS Even in Retirement? | Buffett Just Went to Cash, Should I Do the Same? | Choosing Your Retirement Planner by How They Get Paid
Has the Financial Industry Been Lying to You?
A Headline the Financial Industry Is Going to Hate | Should You Have All Your Retirement in a 401(k)? | Retirement Tactics That Have Become Out of Date
Avoiding Mistakes in the First 5 Years of Retirement | Too Many Assumptions in an IRA-to-Roth Conversion? | How Did This Guy Get Stuck in Probate for 5 Years?
Have You Put Your Retirement Plans on Hold Because You Are Nervous About The Market? | This Article on Tax Planning Got Pulled Down Quickly....Why? | Did I Use My Inheritance Correctly?
Silence is Not Golden in Estate Planning
Should We Be Nervous About the Current Stock Market? | Are Dividend Paying Stocks Still a Good Retirement Option? | The New Number on How Much You Spend Per Month in Retirement
How “Type A” People Might Struggle in Retirement
When Work Ends and You Retire, What Comes Next? | The Quiet Growth of Annuities and What’s Driving It | Are You Overpaying for Financial Advice?
10 Signs You Are Ready to Retire
One of the Biggest Dangers to Your Retirement Security May Be…YOU! | Jack Bogle and a Super Simple Retirement Portfolio | Are You Responsible for Your Parents Debts When They Pass?
Your Will Shouldn’t Be a Surprise—How Inheritance Can Tear Families Apart
When Clickbait Tries to Run Your Portfolio | The IRMAA Boogeyman and the IRA Tax Bomb | Bill Murray, Wrigley Green and a Memory That Hit Hard
Should You Push Your Social Security Off and Live on Your 401(k)?
Dealing With One of the Most Uncomfortable Feelings in Retirement | A New 401(k) Idea You Need to Know About | My Advisor Invested My Money Without Asking Me
The Annuity Backlash Doesn’t Match the Math
Why Are You Still Writing Checks to the IRS in Retirement? | Do “401(k) Boosters” Really Mean Higher Returns—or Just Higher Costs? | Should an Unrealized Inheritance Be Part of Your Retirement Plan?
When Your Advisor’s Account Is Up More Than Yours | What Will Give You Retirement “Sticker Shock?” | A Move Many Have Discovered That Is Leading to Retirement Happiness
A Big Retirement Question: Should I Pay Off My Mortgage or Not?
Being debt free is a great goal in retirement. But at what cost? Sometimes paying off that mortgage makes more psychological sense than financial sense. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
The Retirement Pothole Nobody Thinks They Will Hit
70 percent of us will need some kind of care in our elder years. That care could be VERY expensive. Saying, “That will never happen to me” is not a good strategy. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
Retirement’s Biggest Repeat Mistake | The Roth Conversion Sweet Spot | The Fee Wake-Up Call Hiding in Plain Sight
On this episode: Why retirees keep making the same mistake: Your money keeps growing, but fear holds you back from spending—until you realize the real risk isn’t spending too much, it’s not living enough. The Roth conversion timing trap: Move too slowly and taxes explode later; move too fast and Medicare costs jump—finding the right window can save tens of thousands over retirement. Why fees feel invisible but hit hard: Like Medicare, the more you have, the more you pay—often for the same service—raising the question of what your advisor is really earning each year. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
A Revealing New Question to Ask Your Financial Advisor
How much do you charge? How do you deal with risk, inflation, taxes, and Social Security? These are all good questions for your financial advisor. We discuss a question that may be a deal breaker. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
How Is Your Advisor Charging You and Is There a Better Way? | Your 401(k) Just Hit 1 Million, Now What? | Your Biggest Retirement Asset May Be Hiding in Plain Sight
On this episode: Fee only, flat fee, one-time fee. What advisor is right for you? You hit your retirement savings goal. Is it time to go to cash? Your savings, your pension, your 401(k), or your house. Which is your biggest retirement asset? It might be something else. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
A Retirement Lesson from the Shamrock Shake
Each year around St. Patrick’s Day, McDonalds offers the Shamrock Shake. But it’s only available for a short time. Are there tasks in retirement that have a window of opportunity? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
Dealing With This Shaky Stock Market | Could You Double Your Money in Retirement? | Should We Look at Australia for a Better Retirement System?
On this episode: Should you be backing off your risk in this crazy market? Haven’t saved enough? Maybe you can double your savings in retirement. What works better: Paying taxes now on your 401(k) or pay taxes later? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
Is Your Financial Advisor Trying to Upsell You? | When Talking About Risk and Loss, When Is Enough, Enough? | How the Shamrock Shake and Your Retirement Taxes Go Together
On this episode: You buy something and they try to add on and add on. Is your financial advisor doing it too? Your risk profile: Where is your bottom? Or is that even the right question? This could be your biggest hurdle if you retire early. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
Inflation? Deflation? Stagflation? What Does It All Mean?
The financial news throws around terms that are hard to understand. Let’s break it down for you. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
How Your Financial Advisor is Like a Commercial in a Scary Movie | When You Go from a Paper Millionaire to a Real Millionaire | Checking In with DIYers 5 Years into Retirement
On this episode: Remember the creature feature scary movie when you were a kid? The financial industry is very similar. When you start tapping into your 401(k), Uncle Sam sees you in a whole new way. Many people try to do their own retirement planning. How are they doing five years later? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
A Quarter of Retirees Are Getting THIS Wrong
Your RMD math: did you get it right this year? The IRS is watching. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
Could Other Countries Strike Back and Hurt Our Economy?
Tariffs have caused negative feelings around the world regarding the U.S. Some say if they sold all their US bonds it could sink our stock market. Is that true? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
The Question Everyone Wants to Answer in Retirement | What’s in Your Portfolio Chili? | Why Do People in Retirement See This Topic Differently Than Those Preparing for Retirement
On this episode: Whether you’ve saved $500k or $5 million, people are asking this same question. Everyone seems to make chili differently. Is it ok to look at your retirement portfolio the same way? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
Nobody Wants a Retirement Budget
The average retiree spends about 6,000 dollars a month. How do you figure out how much you can spend without the biggest fear of most everyone…running out of money. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
How Your Social Security Check Can Tear Down This Retirement Myth | Can You Retire WITHOUT the Stock Market? | How Much Cash Should You Have on the Sidelines in Retirement?
On this episode: They say you need 1.5 million dollars to retire. We blow up that number with one key factor. What if you hate risk? Can you retire and not use the stock market? Warren Buffet weighs in on your stash of cash. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
If You Structure Your Investments This Way, You’ll Enjoy Retirement More
A new study from JP Morgan says people who do this with their investments will spend more, enjoy retirement more, and have less anxiety. We break down what these investors have in common. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.