On this week's show:

• What is real and what is perceived about retirement can be two different things. How do we plan for both?
• Some of you can put more in your 401(k) in 2025. Do you qualify?
• Avoid these spending mistakes in retirement.
• Why do people switch advisors and is it difficult to make that switch?

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Lower capital gains, eliminating taxes on Social Security, lower estate taxes, and the deregulation of Wall Street. These are all issues that could affect your retirement. Will the next Trump administration make it happen and how will it affect you?

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On this week's show:

• Each new administration has different ideas about taxes.
• How will a second Trump Presidency affect your retirement planning?
• Estate Planning and Golden Reserve Partner Tim Stallings joins us to talk about losing a loved one.
• Time Shares, Boats, RVs, and that trip to Alaska or Hawaii. Which of these will you regret in retirement?

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McDonalds has finally fixed the problem with the shake machines by hiring an independent company to fix them. Why is it important to hire an independent financial advisor rather than going to the big box firms?

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

See omnystudio.com/listener for privacy information.

On this week's episode:

• Do you have a strategy for the next market pullback? \
• Your next bank statement may show why banks are having a record year.
• There is good debt and bad debt. How much should you carry into retirement?
• If you inherited some money, why would your financial advisor be worried?

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When we face an uncertain future, we get nervous. How can we help you turn your retirement worries into retirement confidence?

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

See omnystudio.com/listener for privacy information.

On this week's show:

• If most of your money is in a 401(k), here’s a question you should be asking.
• Suze Orman is at it again, saying you haven’t saved enough. Is she right?
• Tax-smart ideas of how to pass money down to your family.
• Many of us are scared about the unknowns of retirement. How can you temper those fears?

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

See omnystudio.com/listener for privacy information.

The Trump Tax Laws are set to sunset at the end of 2025. If he doesn’t win another term as President, it could happen sooner. Either way, what does this mean for you as a tax payer and a person approaching retirement?

Subscribe or follow so you never miss an episode!

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

See omnystudio.com/listener for privacy information.