Episodes

  • The Fed finally moved rates. Should it effect you? | A Crazy Way Some Financial Advisors are Doing Continuing Education | How much money do you really need in retirement? | Let’s Talk About the “M” Word

    The Fed finally moved rates. Should it effect you? | A Crazy Way Some Financial Advisors are Doing Continuing Education | How much money do you really need in retirement? | Let’s Talk About the “M” Word
    Sep 28 2024

    On this week's show:

    • The Fed has started to drop interest rates. Is this a good or bad thing for people getting ready for retirement?
    • A new way financial advisors are learning to deal with risk.
    • Do you really have to be scared of running out of money?
    • How do you deal with the maze of Medicare?

    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.
    Show more Show less
    59 mins
  • How will your taxes change in retirement?

    How will your taxes change in retirement?
    Sep 24 2024

    You may not itemize on your tax return now, but you might in retirement. How will your tax picture change in retirement and how the Golden Reserve Tax Map can help.

    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.
    Show more Show less
    10 mins
  • Attorney Tim Stallings Talks Inheritance, Probate and Legacy Planning | Greg Interviews Lynyrd Skynyrd | Something Important You Need to Bring to Your Retirement Planning Meeting | Financial Advice from James Brown & Eddie Murphy

    Attorney Tim Stallings Talks Inheritance, Probate and Legacy Planning | Greg Interviews Lynyrd Skynyrd | Something Important You Need to Bring to Your Retirement Planning Meeting | Financial Advice from James Brown & Eddie Murphy
    Sep 21 2024

    On this week's show:

    • AlerStallings Co-Founder Tim Stallings joins Greg to talk about inheritance and your kids blowing through that money, the scary word that is Probate and creative ways to do legacy planning.
    • Greg recently sat down with Johnny Van Zant and Rickey Medlocke of the rock band Lynyrd Skynyrd.
    • Why you should bring your spouse to your retirement planning meetings.
    • James Brown gave Eddie Murphy some interesting financial advice.

    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.
    Show more Show less
    58 mins
  • The Fed is starting to cut rates. Should you be doing anything?

    The Fed is starting to cut rates. Should you be doing anything?
    Sep 17 2024

    There is a lot of talk about the Federal Reserve. Will rate cuts effect your retirement in any 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.
    Show more Show less
    8 mins
  • Is it too late to get a good rate? | Why people IN retirement are more confident than those preparing for retirement | How taxes change after you retire | Warren Buffett changed his will. What can we learn from it? | Why does your Social Security decision have to be so hard?

    Is it too late to get a good rate? | Why people IN retirement are more confident than those preparing for retirement | How taxes change after you retire | Warren Buffett changed his will. What can we learn from it? | Why does your Social Security decision have to be so hard?
    Sep 14 2024

    On this week's show:

    • The Fed is about to cut rates, are the good times over?
    • What is your retirement confidence based on?
    • Warren Buffet watched his kids and changed his will.
    • Why all the fuss about Social Security?

    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.
    Show more Show less
    59 mins
  • Your end of the year retirement planning meeting. What should you be talking about?

    Your end of the year retirement planning meeting. What should you be talking about?
    Sep 10 2024

    A 4th quarter meeting with your retirement planner should be more than just a check in. There are important issues involving rebalancing, tax and planning issue to revisit. Are you missing anything?

    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.
    Show more Show less
    12 mins
  • Does market history mean anything anymore? | A financial advisor that didn’t live up to his promises | Financial moves to consider before the end of the year | Does retiring at 65 bring extra risk?

    Does market history mean anything anymore? | A financial advisor that didn’t live up to his promises | Financial moves to consider before the end of the year | Does retiring at 65 bring extra risk?
    Sep 7 2024

    On this week's show:

    • What should (and should not) guide your investment decisions.
    • Language that should be a red flag with your financial advisor.
    • What your end of the year meeting should be addressing.
    • What to consider when retiring early.

    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.
    Show more Show less
    57 mins
  • When is the worst time to hire a financial advisor? | There are over 70 thousand pages in the tax code. Which are the best for you? | Wisdom from Warren | 70% of us could lose lots of retirement money due to this event

    When is the worst time to hire a financial advisor? | There are over 70 thousand pages in the tax code. Which are the best for you? | Wisdom from Warren | 70% of us could lose lots of retirement money due to this event
    Sep 4 2024

    On this week's show:

    • When is the right time to talk to a retirement planner?
    • The tax planning idea you should grab onto with both hands.
    • Five ideas to consider if we go into a recession.
    • Another reason why the 4% withdrawal rule doesn’t 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.
    Show more Show less
    59 mins