Expedition Retirement by Golden Reserve

250 Épisodes

1. Estate Planning Myths | What type of Trust should I use? | Do I need Asset Protection? | Managing Taxes in Retirement | How much money do I need to retire? | Market Timing Risks, & the Largest Financi

   Publié: 15/07/2022
2. Financial health meets physical health. Interview with Afif Ghannoum, CEO of BIOHM Health.

   Publié: 11/07/2022
3. Wall Street says you HAVE to use the stock market in retirement | Lunch with Warren Buffett costs $19 million | “All I get from my financial advisor is a bill!” | Special guest Afif Ghannoum, CEO of B

   Publié: 09/07/2022
4. Can annuities be a form of retirement insurance?

   Publié: 06/07/2022
5. Will you be proactive or reactive with tax planning in retirement?

   Publié: 04/07/2022
6. The big change coming to your 401(k) statement | Target Date Funds = Big Fail | “Stocks & Bonds” has a ring to it, but not a nice return | Should you DIY your estate plan online? | FIRE YOUR FINANCIAL

   Publié: 02/07/2022
7. Vice President Mike Pence sits and talks retirement with Greg from Golden Reserve

   Publié: 27/06/2022
8. VP Mike Pence talks taxes and long-term care with Greg from Golden Reserve | Where is your money leaking, and how to plug it | Warren Buffet says run from bonds | Why women are wrongly overlooked in t

   Publié: 25/06/2022
9. What exactly does the Golden Reserve Process look like?

   Publié: 20/06/2022
10. Dads and money lessons | Up vs. down Retirement Mountain | 4 biggest boulders we help you navigate | Is “annuity” a bad word? | Funding your financial advisor’s retirement

    Publié: 18/06/2022
11. Don’t let taxes and advisor fees drain your Retirement Bucket!

    Publié: 13/06/2022
12. Do you know how much of your Retirement is at Risk? | What you have in common financially with LeBron James. | Why do Annuities get bullied by Financial Advisors? | A client talks about her frustratio

    Publié: 11/06/2022
13. Should you take the Warren Buffett approach in retirement?

    Publié: 06/06/2022
14. Can you use Warren Buffett as your investing model in retirement? | Should you be going to cash right now? | Uncle Sam had a great April 15th thanks to you | A teacher from Columbus has questions abou

    Publié: 04/06/2022
15. Listener in Stow, OH, wants to know the difference between Medicare and Medicaid when it comes to long-term care.

    Publié: 30/05/2022
16. Stop taking unnecessary risks and paying too much. You made it to retirement, time to relax

    Publié: 23/05/2022
17. Make your investments boring and your retirement exciting

    Publié: 23/05/2022
18. It’s never too late to plan for nursing home care costs, and why we need the Golden Reserve long term care compass

    Publié: 23/05/2022
19. Does Medicare or Medicaid pay for Long Term Care?

    Publié: 23/05/2022
20. How much you pay and how much your financial guy makes

    Publié: 23/05/2022