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The big change coming to your 401(k) statement | Target Date Funds = Big Fail | “Stocks & Bonds” has a ring to it, but not a nice return | Should you DIY your estate plan online? | FIRE YOUR FINANCIAL ADVISOR | Why you need a 7-iron in your retirement

The big change coming to your 401(k) statement | Target Date Funds = Big Fail | “Stocks & Bonds” has a ring to it, but not a nice return | Should you DIY your estate plan online? | FIRE YOUR FINANCIAL ADVISOR | Why you need a 7-iron in your retirement

Fire Your Financial Advisor by Golden Reserve · Greg Aler

July 2, 202258m 8s

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Show Notes

In this episode:

  • What to expect on your next 401K statement. 
  • Do you know what you’re going to pay in taxes? Your financial advisor doesn’t. 
  • Legal, taxes, finance and investments—all under one roof.
  • Imagine if you didn’t have to watch the market, and didn’t care about the news? 
  • How much of your retirement planning can you do online with apps and software? 
  • Stop playing blackjack with your nest egg. Take your chips off the table.
  • America’s IRA Expert Ed Slott weighs in on having tax-free money in retirement.
  • We’re the trusted 7-iron on the golf course; the days of trying to smash that new high-tech, hybrid wood are past you.

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