Should you go all in on the “Trump Bump?” | Should you take your RMD and no more? | Don’t Die Without These 4 Documents | Should you consider taking Social Security while you are still working?
Fire Your Financial Advisor by Golden Reserve · Greg Aler
December 21, 202459m 39s
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Show Notes
On this week's show:
- There is a lot of optimism for 2025. Should you believe (and invest) in the hype?
- Uncle Sam tells you what to take from your 401(k) at age 73. Should you listen?
- Legal documents everyone should have.
- The ups and downs of taking Social Security while you are still working.
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Topics
retirementfinancial planninginheritanceinvestment strategiesmarket trendsemotional decisionsfinancial advisorstaxesRMDfamily traditionsretirement planningtax strategiesRoth conversionestate planningmedical expensesSocial Securityfinancial adviceretirement incometax mapfinancial roadmap