Advertise on podcast: The Fire Your Financial Advisor Retirement Show by Golden Reserve

On this episode: A 63-year-old couple trusted the same advisor for 15 years. Then their son asked one simple question, and the answer was harder to hear than they expected. Two brothers started with $450,000. Ten years later, their balances looked almost identical, except one of them was carrying a $160,000 tax bill. An advisor says retirees in their 60s and 70s should keep 40% to 60% of their money in the market. Greg asks the question nobody else did: what's the reason? Subscribe or follow so you never miss an episode! Check out The Fire Your Financial Advisor Retirement Show on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

Jimmy Buffett left his wife $275 million. She can’t get it because it’s tied up in court. Subscribe or follow so you never miss an episode! Check out The Fire Your Financial Advisor Retirement Show on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

On this episode: What is the most important piece of your retirement plan? Many people are spending 10% of their savings in the first year of retirement. Is that too much? One advisor says the “tax time bomb” is no big deal. Subscribe or follow so you never miss an episode! Check out The Fire Your Financial Advisor Retirement Show on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

How do you decide if the advice you are getting is right for you when you get two differing opinions? Subscribe or follow so you never miss an episode! Check out The Fire Your Financial Advisor Retirement Show on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

On this episode: The up and down on interest rates. What works in your favor? We are now calling Kevin O'Leary, WEARY O'LEARY. A Will and a Trust is not enough without managing the details. He hates his job and he has the money...but the headlines are holding him back. Subscribe or follow so you never miss an episode! Check out The Fire Your Financial Advisor Retirement Show on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

In retirement, should you be looking for opportunity in the stock market or should you leave those days behind? Subscribe or follow so you never miss an episode! Check out The Fire Your Financial Advisor Retirement Show on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

On this episode: How much wheeling and dealing should a retiree do in the stock market? Social Security says they will cut checks back by 28% in 6 years. Are you ready? What you need to know about inherited IRAs. Keeping inflation in perspective. Subscribe or follow so you never miss an episode! Check out The Fire Your Financial Advisor Retirement Show on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

On this episode: Retirement is a time to spend and enjoy not a time to clip coupons. Why celebrate a 10% market win when you are losing 30% on taxes? How people view monthly income vs their account balance. Covering your bases with the correct legal documents in retirement. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

On this episode: A retired CPA has one warning for his friends. Greg breaks down why taxes get trickier after you stop working — and where DIY filers tend to slip up. Wall Street has a $3 trillion headache, and it's your cash. Greg unpacks why advisors get uneasy when money moves to the sidelines, and how much risk retirees really need. A listener in Indianapolis has a growing HSA and a big decision. Greg talks through whether to let it compound or put it to work now. A dripping faucet can fill a swimming pool. Greg uses that image to explain how small percentage fees quietly add up, and how a fee analysis reveals what you're paying. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

Most people believe with no job their tax bill will go down in retirement. That is not always true. The question is, what can you do about it? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

On this episode: • A dad in Florida gave his house to his daughter. The 55 plus rule became a problem.• Evaluating that old stock from mom and dad.• Gold was all the rage last year, now what? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

On this episode: Is market volatility really the biggest retirement concern, or is there a more important question hiding in plain sight? "Whatever's left, they can have" sounds simple. Why that mindset may create challenges for spouses, children, and heirs. Healthcare costs, spending habits, and other unexpected realities can reshape retirement faster than many people anticipate. A large IRA could create unexpected tax consequences. Discover why timing may matter more than many retirees realize. Most retirees picked guaranteed income over a lump sum. Their answer reveals an intriguing retirement mindset. Advisor fees can add up over time. A closer look may raise questions many investors never think to ask. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

Studies show that the happiest decade of our life is our 60s. What should you be doing to make that a reality? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

On this episode: She bought her dream house on the beach but may have done it the wrong way. Is the greed factor getting you in this stock market? If you delay Social Security and draw off your 401(k), does the math work? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

What if the biggest reason retirees avoid annuities has nothing to do with the product itself? Greg examines why annuities continue setting sales records while remaining one of the most criticized financial tools. He breaks down the differences between annuities, CDs, and market-based investments, explains the role of guarantees and risk management, and shares his perspective on why parts of the financial industry push back against them. Plus, a look at where annuities may fit within a broader retirement strategy. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.