PLAY PODCASTS
How much is too much to pay for a financial advisor? | Don’t be bad Santa with your inheritance | When your business is your retirement plan | How to figure out your monthly need in retirement

How much is too much to pay for a financial advisor? | Don’t be bad Santa with your inheritance | When your business is your retirement plan | How to figure out your monthly need in retirement

Fire Your Financial Advisor by Golden Reserve · Greg Aler

February 1, 202558m 12s

Audio is streamed directly from the publisher (p.podderapp.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

On this week's show:

  • Evaluating what you pay and what you get from your financial advisor.
  • Don’t saddle your kids with a huge tax bill.
  • You want to sell your business to fund your retirement? Timing is key.
  • What will your paycheck be each month in retirement?

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.

Topics

retirementfinancial advisorinheritanceestate planningbusiness retirementfinancial planningretirement strategiesinvestment feeswealth managementretirement adviceretirement incometax planning401kfinancial advisingretirement roadmapincome planningIRAtaxes in retirementinvestment strategiesretirement savings