Should all the recession talk concern you? | The secret to beating Uncle Sam is to pay taxes early | What many people believe about Social Security is wrong | The benefits of a Roth conversion
Fire Your Financial Advisor by Golden Reserve · Greg Aler
August 6, 202258m 14s
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Show Notes
- That dreaded “R” word and it’s not “Recession”
- You’re most likely up 170% over the last 10 years
- Our Tax Map puts more money in your pocket, less in Uncle Sam’s
- Do NOT wait until you’re 72 to take money out of the IRA
- Widow’s and Kiddo’s tax - their higher earning rates could be a big hit
- We’re the sheep dogs, the financial advisors are the wolves
- Our flat-fee approach vs. their 1-2% certainty off the top
- We make your retirement exciting by making your planning boring
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