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The Expedition Retirement by Golden Reserve podcast 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! Lear ...
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On this week's show: The financial media math on retirement savings just doesn’t add up. Is now a good time to pull some money out of the stock market? What is the preferred way to develop income in retirement? The way the 401(k) was designed is not the way it has turned out. Looking back, what would older retirees do differently? Subscribe or foll…
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We all have different needs for retirement and every retirement plan is unique. But is there a model we can use as a guide that handles many of the retirement boulders? Greg Aler shows us how Golden Reserve finds what fits for you. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, Linke…
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On this week's show: Why does the financial media say we need MILLIONS to retire comfortably? Can you get rid of one of the biggest drags on your retirement money? Many people have put their life on hold until after the election, including their finances. Greg Aler outlines the Golden Reserve portfolio model. Subscribe or follow so you never miss a…
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When someone says "estate plan", you may have visions of celebrities and people with lots of money, big houses, and yachts. That’s not really the case. 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.…
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On this week's show: How the financial industry wants you to focus on one thing for retirement. Your 401(k) isn’t a piggy bank, even if you have a pension. The warning signs of talking about guaranteed income. You don’t have a mansion or a yacht. Do you need and estate plan? Subscribe or follow so you never miss an episode! Learn more at GoldenRese…
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On a special edition of the Expedition Retirement Podcast, Greg Aler of Golden Reserve sits down with Johnny Van Zant & Rickey Medlocke of legendary rock band Lynyrd Skynyrd to talk why music from the 70s still resonates today, the band's new Hell House Whiskey, and little bit of financial advice. Subscribe or follow so you never miss an episode! L…
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On this week's show: The Fed has started to drop interest rates. Is this a good or bad thing for people getting ready for retirement? A new way financial advisors are learning to deal with risk. Do you really have to be scared of running out of money? How do you deal with the maze of Medicare? Subscribe or follow so you never miss an episode! Learn…
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You may not itemize on your tax return now, but you might in retirement. How will your tax picture change in retirement and how the Golden Reserve Tax Map can help. 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 informatio…
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On this week's show: AlerStallings Co-Founder Tim Stallings joins Greg to talk about inheritance and your kids blowing through that money, the scary word that is Probate and creative ways to do legacy planning. Greg recently sat down with Johnny Van Zant and Rickey Medlocke of the rock band Lynyrd Skynyrd. Why you should bring your spouse to your r…
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On this week's show: The Fed is about to cut rates, are the good times over? What is your retirement confidence based on? Warren Buffet watched his kids and changed his will. Why all the fuss about Social Security? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. …
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A 4th quarter meeting with your retirement planner should be more than just a check in. There are important issues involving rebalancing, tax and planning issue to revisit. Are you missing anything? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.c…
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On this week's show: What should (and should not) guide your investment decisions. Language that should be a red flag with your financial advisor. What your end of the year meeting should be addressing. What to consider when retiring early. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebo…
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On this week's show: When is the right time to talk to a retirement planner? The tax planning idea you should grab onto with both hands. Five ideas to consider if we go into a recession. Another reason why the 4% withdrawal rule doesn’t work. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Face…
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The financial talking heads are still predicting a recession. If it happens, how do you protect your recent gains and your retirement nest egg? 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.…
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A woman writes into "Market Watch" because she’s worried that a financial advisor will charge too much and lose their retirement money. 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.…
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On this week's show: Her husband said, “You do all the retirement planning.” And she doesn’t trust financial advisors. Did “stay the course” work this time, or should you see it differently? Can boneless chicken wings have bones? And what can that teach us about retirement? Subscribe or follow so you never miss an episode! Learn more at GoldenReser…
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1.2 million, 1.8 million…the numbers are crazy about how much we need to save. We’ll show you how they got there and why they’re wrong. 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.…
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On this week's show: The financial media math on retirement savings just doesn’t add up. Is now a good time to pull some money out of the stock market? Does using a retirement planner move your retirement date up? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. S…
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They say the stock market takes the stairs up, and the elevator down. Losses happen quickly. Can you protect yourself from these times but still have growth? 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.…
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On this week's show: How should you view these big one-day market drops and what can you do about them? We want income in retirement. How do you build it? Markets, taxes, fees and long-term care, they all want your retirement money. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, Link…
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There’s nothing fun about losing money. Yet we put our money in a stock market that regularly goes up and down. How do you navigate that? 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.…
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On this week's show: Vanguard reveals how their clients use their 401(k)s. Pullbacks are a part of the market, but what about you? Many people plan their retirement date, few follow through. More fines for Edward Jones. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouT…
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People in their late 70s and 80s talk about the things they would have done differently early in retirement. Their answers may surprise you. 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.…
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On this week's podcast: Elder law attorney or estate planning attorney? Which do you need? What is the preferred way to develop income in retirement? The way the 401(k) was designed is not the way it has turned out. Looking back, what would older retirees do differently? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.…
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Over 30% of retirees are terrified of what taxes will do to their savings. How can Golden Reserve help with our complimentary Tax Map? 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.…
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Inflation is now the #2 concern for people planning for retirement. Should it be? Can you build a plan for it? 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.Av Greg Aler
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On this week's show: You might be surprised to find how our current inflation rate compares to the last 60 years. Many retirees want a “do-over” for this part of their planning. Active management vs passive management: Who does better in the end? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: …
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The financial media tells us that we need these HUGE numbers that we must save for retirement. You might be shocked to find most of us aren’t reaching those numbers, but many of us are doing just fine. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudi…
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On this week's show: Do you need a financial planner AND an attorney for retirement? How an Asset Protection Trust could help. Would you take a test that predicts if you could get dementia? How many people have saved a million dollars for retirement? Five qualities that show you may be more ready for retirement than you think. Talking about the sub…
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Should you pay more for a financial advisor simply because you’ve been a better saver? Greg says no. It should be based on services. It looks like some in the financial industry are starting to agree. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio…
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Greg is a very accomplished chef, and he can spot a cooking gimmick a mile away. The same way he can spot a financial gimmick in your 401(k). 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.…
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On this week's show: Is it time to take some 401(k) profit? You want income in retirement, how do you create it? Reasons you need a new retirement planner. One 401(k) selection to think twice about. Do people really run out of money? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, Lin…
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On this week's show: How Golden Reserve wants to give you permission to spend. Fees in retirement planning should be based on services, not your balance. Actor Bradley Cooper became a caregiver to his dad, and it changed his life. Do you really need one million dollars to retire? Subscribe or follow so you never miss an episode! Learn more at Golde…
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The fear of running out of money is so real that many people are simply not spending in retirement. Greg’s mission is for you to have a plan that gives you the confidence to spend. 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 pr…
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On this week's show: Stupid retirement rules we have to deal with. Who’s getting sued over fees? Why is Uncle Sam is cheering on your 401(k)? The one retirement issue that comes in dead last. 400 people working on this every hour and every day, still can’t get it right. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.c…
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Many people get to retirement and find they have underestimated how much money they will need each month. How does an income plan keep up with your changing income needs? 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 info…
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On this week's show: The market is whipping up and down. Does your retirement account have to do the same? One of the biggest complaints in retirement is: I thought I would have more spending money. The downside of taking your pension in a lump sum. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on socia…
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Estate Planning attorneys Greg Aler and Tim Stallings talk about taking the shortcut of using Legal Zoom or any online service to develop a will. 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.…
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On this week's show: How doing the math on your retirement can make it real. Finding the dirt in your portfolio. The pitfalls of estate planning shortcuts. 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.…
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Financial lessons in life can come from many difference places, but sometimes the example that you see day in and day out from mom can be just as meaningful. 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.…
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On this week's show: The market ups and downs continue. What does it mean to retirement savers? A phrase you don’t want to hear from your financial advisor. After Social Security and 401(k)s, where does your next check come from? Financial lessons from Mom for Mother’s Day. Subscribe or follow so you never miss an episode! Learn more at GoldenReser…
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On this week's show: Greg outlines the most common mistakes he sees people make as they plan for retirement. When it comes to taxes, there are the informed and the uninformed. Which are you? Is gold a good idea to protect yourself from a market crash? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on soc…
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On this week's show: The conversation about protecting your money goes further than simply guarding against a market pull back. Estate Planning Attorneys Greg Aler and Tim Stallings dive into the legal issues you need to address in your retirement planning. Why financial advisors DON’T want you to spend your money. Signs it’s time to move on from y…
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Is your financial advisor giving you the value you deserve? Are they focused only on investments or retirement planning? Is the advisor that got you TO retirement the same advisor that should guide you THROUGH retirement? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and Yo…
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Only 18% of retirees have a written retirement plan. If you want to put it down on paper, where do you start? 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.Av Greg Aler
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