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What’s Missing from Your Current Retirement Plan? Figuring Out the Taxes When You Inherit Money | Flat Fee or Fee-Based Advisor? | Do You Have Financial Amnesia?

What’s Missing from Your Current Retirement Plan? Figuring Out the Taxes When You Inherit Money | Flat Fee or Fee-Based Advisor? | Do You Have Financial Amnesia?

Fire Your Financial Advisor by Golden Reserve · Greg Aler

February 8, 202555m 11s

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Show Notes

On this episode:

  • What do we usually see when people come in for a second opinion?
  • Don’t be Bad Santa when passing down money.
  • How Golden Reserve is different with how you pay for services.
  • As you plan don’t forget what happened in 2008.

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