Making Tax Planning a Priority Over Tax Filing | Why the 4% Income Rule is Ridiculous | 3 Ways to Celebrate Your Retirement | Why Golden Reserve is Changing How We Pay for Retirement Planning | What We Can Learn from those Unused Gift Cards in Your Drawer
Fire Your Financial Advisor by Golden Reserve · Greg Aler
January 11, 202559m 12s
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Show Notes
On this week's show:
- Thinking about your tax bill 20 years from now.
- Going from worry to wonder with your retirement.
- Wall Street’s model of paying for financial services works for them but not you.
- Those unused gift card are dead money. Do you have the same in your 401(k)?
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Topics
retirementtax planningfinancial strategyincome needs4% ruleinterest ratesinvestment optionsretirement roadmapretirement planningfinancial strategiesestate planningtax strategiesretirement risksfee transparencyretirement celebrationfinancial planning feeslong-term careinvestment strategies