Expedition Retirement

Are you too conservative with your investments?

Play Episode Listen Later Aug 26, 2025 9:00

Motley Fool says without some money in the stock market you risk not achieving the growth you need for a long retirement. Are they correct? 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 You Need to Know If You Get an Inheritance | THIS Could Be the Biggest Drain on Your Retirement Money | Your 90-Year-Old Best Friend in Retirement

Play Episode Listen Later Aug 23, 2025 57:34

On this episode: Many people will get an inheritance, but many are not ready for the issues surrounding it. Markets, Fees, and Healthcare can be big costs in retirement. Are you ignoring your biggest threat? Social Security has been around for 90 years. Will it make it another 90? 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 Does the Average Couple Spend Per Month in Retirement?

Play Episode Listen Later Aug 19, 2025 8:41

The financial media now says we need 1.8 million dollars to retire. That doesn’t square with what couples actually spend. We have those numbers. 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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Warren Buffett Is Selling Stock. Should You? | How Much Do Couples Spend per Month in Retirement? | With Investments, Sometimes Boring Is Better

Play Episode Listen Later Aug 16, 2025 55:45

On this episode: How much should we follow the investment moves of people like warren Buffett? New data on what people need and spend in retirement. A retirement lesson from George Carlin. 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.

Dividend Paying Stocks: Is It Still a Good Idea?

Play Episode Listen Later Aug 12, 2025 7:58

One big company just cut their stock dividend in half. Is this a trend? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. Or Call us at 855-546-2074 to schedule an appointment.See omnystudio.com/listener for privacy information.

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7 Assumptions People Make About Retirement That Could Hurt You | “All I get from my Financial Advisor is invoices!” | My IRA-to-Roth Conversion Hit a Snag

Play Episode Listen Later Aug 9, 2025 55:58

On this episode: Taxes, the markets, inflation, and your health. Don’t assume it will remain the same. How often do you hear from you advisor? It’s a problem, but a good problem. 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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72% of Seniors Say They Wish They Had Done THIS Before Retirement

Play Episode Listen Later Aug 5, 2025 9:02

Many seniors skip this retirement tax strategy. Then they get into their 70s and regret 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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Filling the Upcoming Gap in Your Social Security Check | A 401(k) With Fees 64 Times the Norm! | Many Advisors are Using a Strategy Now That They've Never Used Before

Play Episode Listen Later Aug 2, 2025 53:47

On this episode: Social Security may cut your check soon by 20%. What do you do? Is your 401(k) loaded with fees? How many financial advisors are turning to…GASP…annuities to fill retirement 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 information.

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The Saving and Income Formulas Don't Work

Play Episode Listen Later Jul 29, 2025 7:08

The rule of thumb is that you need to replace 80% of your current income to continue your lifestyle in retirement. Does that formula 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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Greg Aler and Tim Stallings on Estate Planning Issues of Protecting Your IRA, Your Savings, and Your House | You Want to Retire but You Aren't at Retirement Age | How Much Faith Do You Have in the Stock Market Going Forward

Play Episode Listen Later Jul 26, 2025 55:58

On this episode: Protecting your assets against the high cost of long-term care. Should you put your kids on the title of your home? You can’t handle work one more day, but you feel you are too young to retire. Will the market go up another 150% in the next 10 years? 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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Over Half of Us are Terrified of THIS in Retirement

Play Episode Listen Later Jul 22, 2025 9:05

Can you replace some or all of your paycheck in retirement? It’s an issue many of us don’t know how to solve. 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 Closer Look at the Big Beautiful Bill and How It Could Affect Your Retirement Planning | How Often Does the Market Crash? | What Retirees Say They Are “Terrified” Of

Play Episode Listen Later Jul 19, 2025 55:48

On this episode: Taxes, Social Security, and Medicare: What are the changes under the Big Beautiful Bill? We are all scared of the next stock market crash. Should we be? How can we solve the problem that scares retirees the most? 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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Where NOT to Put Your Retirement Money

Play Episode Listen Later Jul 15, 2025 12:30

There is lots of advice out there on where to put your money. We have a list of 7 places NOT to put 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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A Huge Advisor Foul Up | 7 Places NOT to Put Your Retirement Money | An NFL Quarterback Gets a Tax Surprise | The Rage About Rates: Does It Really Matter?

Play Episode Listen Later Jul 12, 2025 56:20

On this episode: What to do when your advisor makes a mistake. Avoid these places with your retirement money. How does all the talk about interest rates effect you? A retirement lesson from the Road Runner and the Coyote. 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 Advisor Call You Back?

Play Episode Listen Later Jul 8, 2025 9:20

What happens when your financial advisor won’t call you back? We break down the risks, the red flags, and what to do when silence costs 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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Why Are We Asking, “How Does My Retirement Compare to Everyone Else?"

Play Episode Listen Later Jul 5, 2025 7:58

You see it in the financial headlines. How much should I have saved at this age? For some reason we want to know how we are doing compared to everyone else. Is that a good thing or not? 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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TINA is Back! (And We're Not Talking Tina Turner)

Play Episode Listen Later Jul 1, 2025 9:08

TINA (There is no alternative) is how people feel about the stock market. If you want growth, it’s the only game in town. But 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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The 3 Worst Things to Inherit | The Big Retirement Issue People Ignore | What Could Grab Half Your Retirement Money? (And It's Not the Stock Market) | Should You Live Off Your IRA to Let Your Social Security Grow

Play Episode Listen Later Jun 28, 2025 54:19

On this episode: Don’t be Bad Santa when sending money and assets to your children. The upside and downside of living into your 90s. A down stock market isn’t your only enemy in retirement. 4 trillion dollars are in these funds in 401(k)s and maybe they shouldn’t be. 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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Retirement Advice from Clint Eastwood

Play Episode Listen Later Jun 24, 2025 7:24

Clint Eastwood doesn’t want to do sequels when he makes movies. Are you stuck in a financial plan that is “the same old thing”? 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 2008 Still Affecting Your Investment Decisions? | How Much Should You Have in Your Cash Account? | How Much Will Politics Affect Your Retirement Accounts?

Play Episode Listen Later Jun 21, 2025 55:29

On this episode: Moving on from the scarring of the 2008 financial crisis. Where is your comfort zone with cash, and what should that account be used for? Retirement laws are constantly changing. How do you stay ahead? 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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Uncle Sam: The Rottweiler of Retirement

Play Episode Listen Later Jun 17, 2025 8:53

June is Dog Bite Awareness Month. How much of a bite will Uncle Sam take out 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.

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The “Running Out of Money” Crowd May Be Lying to You | When Should You Get Off the Market Roller Coaster? | How Many People Have Actually Saved a Million Dollars for Retirement?

Play Episode Listen Later Jun 14, 2025 54:49

On this episode: A new study says with savings and Social Security together your retirement money could last 40 years or more. At what point should you start to ease out of the stock market? You’ll be shocked at how many people are having a successful retirement and don’t have a million dollars. 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.

A New Trend with Estate Planning

Play Episode Listen Later Jun 10, 2025 7:04

Some boomers are electing to skip their kids and send their inheritance down to their grandchildren. We explore the pros and cons and what to watch out for. 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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Fire Your Financial Advisor Podcast Trailer

Play Episode Listen Later Jun 9, 2025 0:45

The Fire Your Financial Advisor Podcast by Golden Reserve is for every-day retirees. Join us each week for straight shooting, honest advice 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! 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 the Fear of Running Out of Money Overblown? | Do You Have “Fire Starters” in Your Portfolio? | A New Trend in Inheritance | Norm on Cheers Helps Us with Retirement

Play Episode Listen Later Jun 7, 2025 57:35

On this episode: A new study says maybe you won’t run out of money in retirement. What are the potential trouble spots in your retirement plan? Skipping right to the grandchildren for inheritance. Classic lines from the financial industry that don’t hold up. 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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Tax Nightmare at Age 90

Play Episode Listen Later Jun 3, 2025 5:05

When you get into retirement, you’ll pay fewer taxes…right? Not always. We have a story that shows how important it is to consider IRA-to-Roth conversions in your 60s. 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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Overcoming the Fear of Running Out of Money in Retirement | Do You Have a “Newark” Portfolio? | These RMDs Are Killing Me!

Play Episode Listen Later May 31, 2025 56:22

On this episode: Developing a “pension-like” income. Is your Financial Advisor communicating or are you in a blackout? A possible snag in the 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.

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Are You Making These Retirement Tax Mistakes?

Play Episode Listen Later May 27, 2025 5:20

Greg Aler talks about minimizing taxes on your IRA and 401k in retirement, how improper tax planning could cost you half your savings and strategies to help you keep more 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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How Do We Solve the Fear of Running Out of Money?

Play Episode Listen Later May 24, 2025 8:08

The fear of running out of money in retirement is real, even for people with a lot of savings. What will it take to give you the confidence to spend and enjoy your 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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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.