Retirement’s Biggest Repeat Mistake | The Roth Conversion Sweet Spot | The Fee Wake-Up Call Hiding in Plain Sight
Fire Your Financial Advisor by Golden Reserve · Greg Aler
March 29, 202654m 12s
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Show Notes
On this episode:
- Why retirees keep making the same mistake: Your money keeps growing, but fear holds you back from spending—until you realize the real risk isn’t spending too much, it’s not living enough.
- The Roth conversion timing trap: Move too slowly and taxes explode later; move too fast and Medicare costs jump—finding the right window can save tens of thousands over retirement.
- Why fees feel invisible but hit hard: Like Medicare, the more you have, the more you pay—often for the same service—raising the question of what your advisor is really earning each year.
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Topics
Greg AlerFire Your Financial AdvisorGolden ReservePhil HuffFinancial AdvisorRetirement PlannerRetirement Planningfinancial decision makingroth conversionsira taxesfinancial advisor feesmedicare premiumsmarket volatilityretirement income planning