Expedition Retirement

The Unseen 300k Bill in Retirement

Play Episode Listen Later May 20, 2025 7:19

ATM fees, checking account fees, airport baggage fees... it adds up. It may pale in comparison to the fees you will pay in retirement. How does Golden Reserve fight 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.

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Does the Warren Buffett Investing Model Hold Up Today? | Are You Ready for This $300k Bill in Retirement? | An IRA Rollover Mistake to Avoid

Play Episode Listen Later May 17, 2025 57:18

On this episode: Buy and hold. Keep politics out of your investing. Don’t lose money. Can we still follow Warren Buffett’s advice? The huge unseen financial bill in retirement. Many baby boomers are rolling out of their IRAs and 401(k)s. Watch out for these missteps. 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.

Should You Move to Lower Taxes in Retirement?

Play Episode Listen Later May 13, 2025 8:57

Many people move to warmer weather in retirement. What about moving to lower taxes? Some states like Florida and Texas can give you both. Is it worth 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.

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The Number One Retirement Fear Is Still Champ | Should We Follow What the Rich Guys Are Doing? | Bill Murray Talks About a Financial Frustration | When Your LTC Policy Becomes Unaffordable

Play Episode Listen Later May 10, 2025 57:15

On this episode: Some studies say people would rather die than run out of money. Golden Reserve can help with our Income Forecast. The "rich guys" sold stock to bolster their cash reserves. Should you do the same? Long Term Care policies are expensive, and the rates keep going up. What can you do? See omnystudio.com/listener for privacy information.

You Need Your Money to Grow, But Do You Need the Stock Market to Do It?

Play Episode Listen Later May 6, 2025 10:18

Many of us have resigned ourselves to: You need your money to grow, so I have to be in the stock market.... Is that true? 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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Should You Be Moving Money Around in This Stock Market? | Did Your Financial Advisor Cover It…or Cover It Up? | How Uncle Sam Sees You as a Tax Mule | What has Better Odds, the Stock Market or Las Vegas?

Play Episode Listen Later May 3, 2025 58:12

On this episode: In retirement, should you be in the stock market at all? THIS could cost you $300 thousand or more in retirement. Uncle Sam looks at your 401(k) like a big juicy steak. 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.

Important Things to Do (and Avoid) When Getting an Inheritance

Play Episode Listen Later Apr 29, 2025 7:43

Estate Planning Attorney Tim Stallings joins us to discuss what most people do (and what they shouldn’t do) when getting an inheritance. 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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How Much Can You Lose? Evaluating Your Market Risk | Have You Locked Down Your Pension and Estate Plans? | What Hot Dogs can Teach Us About Retirement | Are You Afraid to Spend Your Retirement Savings?

Play Episode Listen Later Apr 26, 2025 56:59

On this week's episode: Is Chasing Stock Gains Worth the Stress in Retirement? The Power of Roth Conversions Annuities: The Missing Piece in Your Retirement Plan? Are Your Retirement Dreams Getting Lost in Market Noise? 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.

Should You Buy Gold?

Play Episode Listen Later Apr 22, 2025 6:57

You see the commercials about it all the time, especially when the market is volatile. Is gold something you should be looking into? 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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4 Questions People are Currently Asking Their Retirement Planner

Play Episode Listen Later Apr 19, 2025 10:14

What do you want to know about your money right now? We look at an article that boils it down to 4 questions. 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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Keeping a Cool Head When Markets Put You in Emotional and Financial Distress

Play Episode Listen Later Apr 17, 2025 12:14

We know markets go up and down, but when we see a plunge, it always seems to take us by surprise. How do you stop the losses and prevent this from happening in the future? 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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Keeping Calm During a Financial Storm | One Group is Spending Freely in Retirement. What's Their Secret? | How Buying the Dip Can Help with Retirement Taxes | There's a Fight Going on Which Helps With Your IRA-to-Roth Conversion. Are You on the Winning

Play Episode Listen Later Apr 12, 2025 56:52

On this week's episode: Is your financial advisor’s advice helpful during this market volatility? Spending YOUR money vs THEIR money in retirement. Why this might be a great time for an IRA-to-Roth conversion. 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.

Has Bengen Gone Batty?

Play Episode Listen Later Apr 8, 2025 8:10

William Bengen created the 4% rule in the 1990s. Now, Bengen says INCREASE your exposure to stocks while you’re IN retirement. Greg disagrees…LOUDLY. 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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Greg calls baloney on the four big questions people are asking their advisor right now | Is this the time to buy gold? | One financial mentor has gone off the rails with his latest advice

Play Episode Listen Later Apr 5, 2025 59:06

On this episode: How Wall Streets’ concerns and your concerns aren’t the same. Gold is going up, should you consider investing? More “paint by numbers” advice from the national financial media that isn’t helping. 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.

Will Medicare Cover Your Long-Term Care? The Answer May Surprise You

Play Episode Listen Later Apr 1, 2025 5:52

Are you prepared for the rising costs of long-term care in retirement? The average cost is now $10,000 a month and could double in the next 25 years. Many retirees mistakenly believe Medicare will cover these expenses, while in reality, it does not. Are there legal solutions that can safeguard your estate and ensure you can afford quality care? Greg discusses.See omnystudio.com/listener for privacy information.

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Answering “How much do I need to save for retirement?” | What are you getting for what your advisor is charging? | Memories vs. Money, what's more important? | How do you decide what is true from the financial media?

Play Episode Listen Later Mar 29, 2025 58:45

On this episode: $1.5 million, $1.6, $1.7....the number keeps going up. How do you figure out your number? Financial advisors charge by how much you have saved. Why? When you look back on your life, will you leave memories, or money? And which is most important? Financial headlines can make you dizzy. How do you filter the facts from the fiction? 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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Dave Ramsey Has Foot-in-Mouth Disease…Again!

Play Episode Listen Later Mar 25, 2025 8:07

Dave Ramsey has helped a lot of people get out of debt, but his advice on Social Security is suspect. 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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What's going on with the stock market? | 70% of people in retirement wish they had done THIS | What if we apply DOGE to your retirement plan?

Play Episode Listen Later Mar 22, 2025 52:25

On this episode: Is this market event short or long term? Learning from a common retiree mistake. Getting rid of waste and inefficiency in your retirement plan. Options for income in 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.

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Finding the Illegal Bananas in Your Retirement Plan

Play Episode Listen Later Mar 18, 2025 5:09

If you are traveling internationally, you have to know the rules about what you bring home. That story brought us to discussing the unknown rules we all need to know about 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.

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Why are there so many financial advisors in my small town? | What is stagflation? | Tony Robbins has problems with your 401(k) | Many people have a planned date for their retirement, 60% of them go early. Why?

Play Episode Listen Later Mar 15, 2025 56:35

On this episode: Watch out, financial advisor fees are coming for you. What is stagflation and is that where we are headed? What is missing from your 401(k)? Forced early retirement is very common. 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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The HOT STOVE of Retirement Accounts

Play Episode Listen Later Mar 11, 2025 11:43

The 401(k) comes with lots of rules and most of them are telling you not to touch it until the Government says you have to. How is that making your retirement better? 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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In Retirement, It's OK to Be Selfish | What Can Hurt You More, Too Much Debt or Too Much Risk? | Mom's Lesson about Your 401(k) | Mailbag: I Don't Trust My Advisor Anymore

Play Episode Listen Later Mar 8, 2025 57:22

On this episode: For once in your life, it’s all about YOU! Trying to hit a financial homerun before retirement. You save it, why can’t you spend it in retirement? Uncle Sam is hungry, how do you keep more of your 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.

What Chef is in Charge of Your Retirement Planning?

Play Episode Listen Later Mar 4, 2025 11:50

Just because the chef wears a white smock doesn’t make them a great cook. Just because your financial advisor says they do retirement planning doesn’t make them proficient at 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.

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Is Your Retirement Planning Chef the Right One for You? | How Our Roadmap for Retirement Helps with More Than Finances | Is this the Golden Age of IRA-to-Roth Conversions? | Is the Stock Market for Suckers?

Play Episode Listen Later Mar 1, 2025 58:59

On this episode of Expedition Retirement: There are a lot of levels of chefs. There are a lot of levels of retirement planning. Do you have the right chef? Many people have a hard time making the emotional adjustment to retirement. How can our Roadmap for Retirement help? If the Trump Tax Cuts aren’t renewed, the window for lower taxes and conversions may be closing. Mark Cuban says: "The stock market is for suckers." 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.

Is This a Time for Risk Avoidance?

Play Episode Listen Later Feb 25, 2025 11:01

One financial talking head said "This is a time for risk management, not risk avoidance." What does that mean, and does it apply to 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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Developing that Big Juicy Paycheck in Retirement | 85% of People in This Survey Said They Would Be Fine to Pay More Taxes if This Happened | The Great Lie of the 401(k) | A Retirement Lesson from Tom Brady

Play Episode Listen Later Feb 22, 2025 60:11

On this episode: 4 ways to develop income in retirement. Would you trade higher taxes for more retirement security? How the 401(k) comes up short. 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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The Top 6 Reasons People Choose NOT to Use a Financial Advisor

Play Episode Listen Later Feb 18, 2025 8:04

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. 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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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?

Play Episode Listen Later Feb 15, 2025 59:03

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. 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.

Is it time to rebuild your retirement plan?

Play Episode Listen Later Feb 11, 2025 8:45

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? 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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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?

Play Episode Listen Later Feb 8, 2025 55:11

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. 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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How to Figure Out Your Paycheck in Retirement

Play Episode Listen Later Feb 4, 2025 6:45

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? 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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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

Play Episode Listen Later Feb 1, 2025 58:12

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? 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.

How much should you have in the stock market in retirement?

Play Episode Listen Later Jan 28, 2025 8:11

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? 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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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 Californ

Play Episode Listen Later Jan 25, 2025 59:39

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? 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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When a Will Causes Family Problems

Play Episode Listen Later Jan 21, 2025 8:31

The last wishes of a family member should be spelled out in a will. But what if that will has surprises and causes family problems? It happens a lot. How can you avoid 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.

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Is 2025 a good year to retire? | When the wishes of your will don't go over well with the family | Greg blows up a crazy article about market risk | Are you building money or memories in retirement? | Another day of mixed messages from the financial medi

Play Episode Listen Later Jan 18, 2025 58:32

On this week's show: Why is 2025 a good year to retire? When Grandpa’s last wishes seem unfair. Worried about running out of money? One professor says go all in on the stock market. What will be your legacy when you are gone? Money or memories? 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.

There's a Better Way to Pay for Your Retirement Planning

Play Episode Listen Later Jan 14, 2025 8:20

The current model that Wall Street uses for financial planning is: The more you have, the more they get paid. Does the kid who mows your lawn charge more because of the price of your house? No. It’s a weird model and Golden Reserve is trying to change 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.

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Making Tax Planning a Priority Over Tax Filing | Why the 4% Income Rule is Ridiculous | 3 Ways to Celebrate Your Retirement | Why Golden Reserve is Changing How We Pay for Retirement Planning | What We Can Learn from those Unused Gift Cards in Your Drawer

Play Episode Listen Later Jan 11, 2025 59:12

On this week's show: Thinking about your tax bill 20 years from now. Going from worry to wonder with your retirement. Wall Street’s model of paying for financial services works for them but not you. Those unused gift card are dead money. Do you have the same 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.

Most People Miss These 5 Things When They Do Their Own Retirement Planning

Play Episode Listen Later Jan 7, 2025 8:03

You can put a nice number in your retirement savings, get a handle on your Social Security and Medicare, and even have an allocation and withdrawal strategy for your accounts. But that is not even half the battle. Here are the Top 5 things people miss when they do their own retirement planning. 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 look back at 2024 and a look forward to 2025 | Your #4 cost today could be your #1 cost in retirement | I'm 62 with 1 million dollars. Can I retire? | The top 5 things people miss when they try to DIY their retirement

Play Episode Listen Later Jan 4, 2025 59:06

On this week's show: Interest rates, the politics, the Fed, and the markets. What happened in 2024 and where are we going in 2025? The boulder people forget about in retirement planning. A million dollars should be enough in retirement savings…isn’t it? Want to do-it-yourself? Here are the Top 5 things people miss. 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.

Do you want your retirement money with a company that's getting fined?

Play Episode Listen Later Dec 31, 2024 10:45

We’ve seen it before: the big names in financial services paying huge fines. It’s happened again. This time with Edward Jones. 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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Picking Your Retirement Date

Play Episode Listen Later Dec 28, 2024 7:54

Many people have a year, an age, or even a date when they want to retire. Something interesting happens as soon as they set that date. 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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Should you go all in on the “Trump Bump?” | Should you take your RMD and no more? | Don't Die Without These 4 Documents | Should you consider taking Social Security while you are still working?

Play Episode Listen Later Dec 21, 2024 59:39

On this week's show: There is a lot of optimism for 2025. Should you believe (and invest) in the hype? Uncle Sam tells you what to take from your 401(k) at age 73. Should you listen? Legal documents everyone should have. The ups and downs of taking Social Security while you are still working. 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.

What the heck is a fiduciary and do you need one?

Play Episode Listen Later Dec 17, 2024 9:46

What does the word "fiduciary" mean? If all fiduciaries work in your best interest, why do they charge the way they do? 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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Why did a caller call Dave Ramsey stupid? | Another big company kills their pension program | At age 94 Warren Buffett is now talking about estate planning | 5 Must Do's 5 years before retirement

Play Episode Listen Later Dec 14, 2024 58:47

On this week's show: Dave Ramsey gets into it with a caller who disagrees with his investment philosophy. If you have a pension, how do you determine whether to trust the company or take the lump sum? Five things that you should do five years before you retire. 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.

What a $653 Pizza Teaches Us About Retirement Planning

Play Episode Listen Later Dec 10, 2024 12:17

If you sit in the luxury box at the football game, you would think the food and drinks would be free…not so at Allegiant Stadium in Las Vegas. The better your seat, the more you pay…for EVERYTHING. This is not unlike how you get charged on your retirement accounts. 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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Should you believe the market predictions for 2025? | What a $653 pizza teaches us about retirement planning | 3 Signs you are not ready for retirement | The one thing people in retirement really want

Play Episode Listen Later Dec 7, 2024 60:51

On this week's show: Will the Trump bump continue? Is it full speed ahead or proceed with caution? What you pay for financial services depends on where you sit. How is your retirement readiness? What do you value most, the growth or protection of your 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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We Nuke the 4% Withdrawal Rule…Again!

Play Episode Listen Later Dec 3, 2024 9:37

"As long as the stock market goes up, take 4% of your money and you'll never run out." That's the theory. Does it work? 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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Does your Social Security decision really have to be that complicated?

Play Episode Listen Later Nov 30, 2024 10:32

Some say that the decision of when you take Social Security could be your biggest decision in retirement. Greg disagrees, and many retirees feel the same way. 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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The Difference Between Facts and Feelings in Preparing for Retirement

Play Episode Listen Later Nov 26, 2024 15:40

Most people agree on the big issues of retirement. But there is a difference between planning for the facts and planning through the emotions and uncertainty. 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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Most people agree, these are the hardest things about retirement | Changes for 2025 with your 401(k) | 3 ways to crash your retirement | Why do people ask for a second opinion and how hard is it to switch financial advisors?

Play Episode Listen Later Nov 23, 2024 58:26

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? 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.