Expedition Retirement by Golden Reserve

250 Épisodes

1. A listener calls in upset because he’s losing money and his advisor isn’t concerned | Another celebrity dies without a will | Why wealth management isn’t just for the wealthy | Greg talks about a chap

   Publié: 01/10/2022
2. Why is my advisor talking to me about ESG investing?

   Publié: 26/09/2022
3. Have you already WON the retirement lottery? | We’re here for the hard-working Middle Class, not multi-Millionaires | Why Uncle Sam picks on your spouse and kids | Why our clients care less about a Re

   Publié: 24/09/2022
4. One of the biggest lies the financial industry is telling you

   Publié: 19/09/2022
5. We do this for everyday Americans, the hard-working 99% | Less Risk, Less Worry is what we offer | Suze Orman says no one is ready for retirement | If you made it to retirement, you’ve already won! |

   Publié: 17/09/2022
6. What is the optimal portfolio?

   Publié: 12/09/2022
7. Financial advisors take NO accountability | “Stay the course” is not a sound strategy | Financial advisors or financial friends?| Waiting until you’re 72 to take money out is a bad idea

   Publié: 10/09/2022
8. The BIGGEST threat to your retirement savings

   Publié: 05/09/2022
9. When you’re retired, you shouldn’t be worried about investments anymore | Why do some financial advisors hate annuities? | The advantage to starting your retirement planning early | What could be the

   Publié: 03/09/2022
10. Do you have any control over the taxes you pay?

    Publié: 29/08/2022
11. The inflation number is down, how much does this affect your retirement? | Can you really control how much you pay in taxes? | The difference between being financially smart and financially wise

    Publié: 27/08/2022
12. The Financial Advisor Friendship Fallacy

    Publié: 22/08/2022
13. Why won’t my financial advisor listen? | The Fatal Flaw in retirement plans | Should Mom and Dad put you on the deed for the house? | Why many financial advisors have changed their strategies this yea

    Publié: 20/08/2022
14. Have you won the retirement lottery?

    Publié: 15/08/2022
15. So, you didn’t win the Mega Millions, did you win the retirement lottery? | Interest rates are going up, when will this help your retirement planning? | Don’t give your kids BAD gifts | Balancing grow

    Publié: 13/08/2022
16. Financial headlines meant to scare you

    Publié: 08/08/2022
17. Should all the recession talk concern you? | The secret to beating Uncle Sam is to pay taxes early | What many people believe about Social Security is wrong | The benefits of a Roth conversion

    Publié: 06/08/2022
18. So I saved, and retired. Now what?

    Publié: 01/08/2022
19. Beating Uncle Sam means paying taxes (early) | A new retiree feels abandoned by the financial industry | The danger of losing money and saying, “this time it will be different.” | Don’t make your wido

    Publié: 30/07/2022
20. Protecting your retirement assets and legacy | The difference between Medicare and Medicaid and what they cover | How 3 hours of your time could protect your entire retirement | The fees and tax bould

    Publié: 22/07/2022