Expedition Retirement by Golden Reserve

308 Afleveringen

1. Greg interviews Bill Murray and his brothers

   Gepubliceerd: 23-5-2022
2. Is your “Check Retirement” light flashing? | Will you have to cut back your spending in retirement? | Is there an age where it is too late to talk about Long Term Care planning? | Greg interviews acto

   Gepubliceerd: 21-5-2022
3. Income or interstellar?

   Gepubliceerd: 16-5-2022
4. Dealing with the concern of losing money right before retirement | Vanguard’s Jack Bogle weighs in on the fee boulder | How is it that Wall Street’s best and brightest continue to fail? | What are the

   Gepubliceerd: 12-5-2022
5. Estate Planning Myths

   Gepubliceerd: 9-5-2022
6. How do taxes change in retirement? The penalties to avoid with a Tax Map.

   Gepubliceerd: 2-5-2022
7. As interest rates go up, what financial products get better? | When to consolidate investment accounts (listener call-in) | Dealing with the crisis moments of retirement. | How greed and retirement do

   Gepubliceerd: 30-4-2022
8. What do you have in your portfolio that needs to go out with that leisure suit?

   Gepubliceerd: 25-4-2022
9. Tax Freedom Day Doesn’t Exist | Uncle Sam’s RMD Catch | Emergency Care Planning (listener call-in) | The Financial Advisor Leisure Suit | A plan without a legal foundation may not be a plan

   Gepubliceerd: 23-4-2022
10. Passing money down to your kids…with limits

    Gepubliceerd: 18-4-2022
11. How advisors may “shrinkflate” your retirement | The good and bad of Robo-Advisors | Estate Planning 1, 2, 3 (listener call-in) | Shaquille O’Neal schools his kids | How to think about market risk rig

    Gepubliceerd: 16-4-2022
12. The Fee Boulder

    Gepubliceerd: 11-4-2022
13. A crash course on IRA tax planning in Retirement

    Gepubliceerd: 4-4-2022
14. How long does it take to develop a Roadmap for Retirement? | A listener asks about IRA tax protection | The family caregiver conundrums | Are we headed for a recession? | The 101 rules and tax penalti

    Gepubliceerd: 2-4-2022
15. What fees should you pay your advisor in retirement? Listener shares his concern about paying 1%, 2% or even 3% in retirement and wants to know how much it should really cost.

    Gepubliceerd: 28-3-2022
16. Interest Rates & Inflation – What’s Your Move? | FEES in Retirement [listener call-in] | When To Fire Your Advisor | Truth of Financial Shortcuts | Long-Term Care Planning | A $500k Retirement Rocket

    Gepubliceerd: 26-3-2022
17. How Your Financial Advisor Can Fail You In Retirement -- Particularly the Recent IRA Tax Changes

    Gepubliceerd: 21-3-2022
18. Your Retirement Checklist | Nursing Home Crisis Call-In | IRA Tax Rules Change Again | Hidden Retirement Fees & Costs | Tax Rates Will Probably Go Up | Realities of Retirement Life | Retirement Calcul

    Gepubliceerd: 19-3-2022
19. Does being a ‘fiduciary’ matter?

    Gepubliceerd: 14-3-2022
20. Market Downturn | Fiduciaries Explained | Hidden Mutual Fund Fees | IRA Tax Bomb | Planning for an Aging-Parent | Lump Sum Conundrum

    Gepubliceerd: 12-3-2022