Is Your Retirement Planning Chef the Right One for You? | How Our Roadmap for Retirement Helps with More Than Finances | Is this the Golden Age of IRA-to-Roth Conversions? | Is the Stock Market for Suckers?
Fire Your Financial Advisor by Golden Reserve · Greg Aler
March 1, 202558m 59s
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Show Notes
On this episode of Expedition Retirement:
- There are a lot of levels of chefs. There are a lot of levels of retirement planning. Do you have the right chef?
- Many people have a hard time making the emotional adjustment to retirement. How can our Roadmap for Retirement help?
- If the Trump Tax Cuts aren’t renewed, the window for lower taxes and conversions may be closing.
- Mark Cuban says: "The stock market is for suckers."
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Topics
retirement planningfinancial advisorestate planningretirement roadmaptax strategiesfinancial designationsretirement incomeemotional aspects of retirementlong-term planningretirement transitionincome tentstock marketfinancial feeslong-term careinvestment strategiesfinancial advice