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Fire Your Financial Advisor by Golden Reserve

Fire Your Financial Advisor by Golden Reserve

Auteur(s): Greg Aler
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À propos de cet audio

The Fire Your Financial Advisor Podcast by Golden Reserve is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings.

Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings.

Subscribe or follow so you never miss an episode!

Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.

2026 Greg Aler Finances personnelles Politique Économie
Épisodes
  • A Look Back at 2025: A Look Forward to 2026 | Can You “Buy the Dip” and Be Successful? | Should an Advisor Charge You for a Roth Conversion?

    A Look Back at 2025: A Look Forward to 2026 | Can You “Buy the Dip” and Be Successful? | Should an Advisor Charge You for a Roth Conversion?
    Jan 13 2026

    On this episode:

    • Will 2026 be a better or worse year to retire than last year?

    • There are trillions of dollars in money market funds waiting to be deployed into the market. Will it save us from a downturn?

    • Can you do a Roth conversion without paying taxes? One advisor says he has the secret.

    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.
    Voir plus Voir moins
    49 min
  • The Estate Planning "Talk"

    The Estate Planning "Talk"
    Jan 6 2026

    Much like when parents try to put off the "talk" when their kids are younger, they often avoid sharing estate plans when their children are older. Greg Aler explains how clear communication on wills and trusts—especially in blended families—prevents probate battles and protects your legacy with a simple, actionable roadmap.

    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.
    Voir plus Voir moins
    10 min
  • Don’t Pack Your 401(k) Before You Know Your Destination

    Don’t Pack Your 401(k) Before You Know Your Destination
    Jan 3 2026

    Before making big moves with your 401(k) at retirement, Greg Aler and Phil Huff explain why understanding your goals is more important than defaulting to “safe” investments.

    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.
    Voir plus Voir moins
    8 min
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