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Keeping Calm During a Financial Storm | One Group is Spending Freely in Retirement. What’s Their Secret? | How Buying the Dip Can Help with Retirement Taxes | There’s a Fight Going on Which Helps With Your IRA-to-Roth Conversion. Are You on the Winning Side?

Keeping Calm During a Financial Storm | One Group is Spending Freely in Retirement. What’s Their Secret? | How Buying the Dip Can Help with Retirement Taxes | There’s a Fight Going on Which Helps With Your IRA-to-Roth Conversion. Are You on the Winning Side?

Fire Your Financial Advisor by Golden Reserve · Greg Aler

April 12, 202556m 52s

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Show Notes

On this week's episode:

  • Is your financial advisor’s advice helpful during this market volatility?
  • Spending YOUR money vs THEIR money in retirement.
  • Why this might be a great time for an IRA-to-Roth conversion.

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Topics

retirementfinancial advicemarket trendsannuitiesspending in retirementeconomic insightspersonal financeretirement planningfinancial advisorsretirement goalsmarket insightstax strategiesinheritancefinancial planninginvestment strategiesretirement confidenceestate planningrisk management