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Have you already WON the retirement lottery? | We’re here for the hard-working Middle Class, not multi-Millionaires | Why Uncle Sam picks on your spouse and kids | Why our clients care less about a Recession

Have you already WON the retirement lottery? | We’re here for the hard-working Middle Class, not multi-Millionaires | Why Uncle Sam picks on your spouse and kids | Why our clients care less about a Recession

Fire Your Financial Advisor by Golden Reserve · Greg Aler

September 24, 202256m 52s

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Show Notes

  • Uncle Sam is going to screw your spouse and kids.
  • Take the chips off the table because you’re already ahead.
  • One of the new hip catchphrases in financial planning is ESG investing. Is it right for you? Is it right for anyone? 
  • Financial advisors make up terms and acronyms to hide their lack of services.
  • It’s time to look at your tax liabilities in retirement over the long term.
  • The last leg of a recession is usually the worst. Is that where we’re headed?

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