Fire Your Financial Advisor by Golden Reserve

Retirement planning is about more than just picking stocks and bonds. Certified Elder Law Attorney Tim Stallings joins us to talk about the importance of wills, trusts, and other legal documents. Showing how these tools can help protect you from the largest boulder in retirement planning, long-term care costs.See omnystudio.com/listener for privacy information.

Certified Elder Law Attorney Tim Stallings talks about wills, trusts and long-term care costs. Greg piles onto the things that frustrate clients most about financial advisors. We break down the unnecessary percentage and other fees retirees are being charged. Is being a fiduciary important or irrelevant? What about being a CFP or Fee-Only Advisor? Is it a good thing or a big scam?See omnystudio.com/listener for privacy information.

Las Vegas isn’t the only place you can end up winning some extra dollars. With the right retirement planner and planning – you can uncover Tax and Fee savings jackpots all over your retirement.See omnystudio.com/listener for privacy information.

Like Las Vegas jackpots, hear how retirees can find unexpected surprises if they do the right Tax and Fee planning. Learn about what trusts can protect you against creditors and nursing home costs. Why there is no such thing as too little risk in retirement. Explaining why annuities are the Dodge Ram of investments. If your plan requires a stock ‘freak out’ factor, you need a different plan. While Greg closes out talking about his upcoming book ‘Fire Your Financial Advisor’.See omnystudio.com/listener for privacy information.

Wall Street has preached stocks for growth, and bonds for protection for 100 years. Learn why historical low interest rates coupled with new safe alternative options are replacing this old fashion (and overly expensive) investment strategy for retirement.See omnystudio.com/listener for privacy information.

Joining us is CPA Bart Patterson to talk about Roth conversions, the future of taxes in the US, and IRA tax penalties that the Tax Boulder can take from your retirement accounts if you aren’t paying attention. The market takes on Uphill vs. Downhill retirement planning strategies – what’s the difference? Blasting how the financial industry’s elite continues to try and scare retirees into buying more over-priced mutual funds. Advice from Shaquille O’Neal. And when you should think about pro-active retirement tax planning every year. See omnystudio.com/listener for privacy information.

How do you find the right person to help you with retirement planning? Should Crypto be in your retirement portfolio? One of the biggest reasons people fire their financial advisor.See omnystudio.com/listener for privacy information.

We save and invest trying to get ready for retirement. That’s the trip up the mountain. The trip down the mountain in retirement comes with the new challenges that may be beyond the skill set of your financial advisor.See omnystudio.com/listener for privacy information.