Épisodes

  • The Top 6 Reasons People Choose NOT to Use a Financial Advisor
    Feb 18 2025

    Many times people who seek help planning for retirement are more successful than those who don’t. So why do 75% of people NOT use a financial advisor. We go through the list and show how Golden Reserve is changing the story.

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    8 min
  • Do We Need to Buckle Up For a Rough Year in the Market? | Could You Use AI to Get an Edge on Investing? | Vanguard With a Major Announcement on Fees | Could You Really Get 1.5 million in Social Security?
    Feb 15 2025

    Golden Reserve Founder Greg Aler and Retirement Planner Phil Huff discuss markets, risk, AI, investment fees, and the real story behind your Social Security benefit.

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    59 min
  • Is it time to rebuild your retirement plan?
    Feb 11 2025

    After the Super Bowl, every team is looking to rebuild or refresh for next season. Is it time for you to do the same thing with your retirement plan?

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    9 min
  • 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?
    Feb 8 2025

    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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    55 min
  • How to Figure Out Your Paycheck in Retirement
    Feb 4 2025

    You’ve saved and saved over the years. What does that mean you will get per month in retirement? Social Security is one part, what about the rest?

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    7 min
  • How much is too much to pay for a financial advisor? | Don’t be bad Santa with your inheritance | When your business is your retirement plan | How to figure out your monthly need in retirement
    Feb 1 2025

    On this week's show:

    • Evaluating what you pay and what you get from your financial advisor.
    • Don’t saddle your kids with a huge tax bill.
    • You want to sell your business to fund your retirement? Timing is key.
    • What will your paycheck be each month in retirement?

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    58 min
  • How much should you have in the stock market in retirement?
    Jan 28 2025

    In your 20s, 30s, 40s and even 50s, you may have put a lot of money into the stock market. But in retirement they tell you to pull back on that risk. Is there a percentage that most people use?

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    8 min
  • How much should you have in the stock market in retirement? | The Question Every Financial Advisors Asks, That You Can’t Answer | If you do an IRA to Roth conversion, how do you pay the tax bill? | The Best Part Time Jobs for Retirees | Will the California fires put so much pressure on insurance companies that they can’t make annuity payments?
    Jan 25 2025

    On this week's show:

    • Having your money at risk may be ok when you’re young. What should your stock market risk be in retirement?

    • The financial question no one can answer.

    • Should you pay your conversion tax bill with savings or your IRA?

    • Is your future annuity payment in danger because your insurance company is stretched?

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

    See omnystudio.com/listener for privacy information.

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    1 h