Should you be spending MORE in retirement?
We save and save for retirement. Then all of a sudden, it’s here and we have a hard time making the transition between the saving mindset and enjoying our money. Greg shows how the financial industry is partly to blame. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve…
Estate Planning Attorney Tim Stallings talks about the legal documents you need and why | Is it possible to keep generational wealth going? | A new financial rule from Warren Buffett | Four Tell Tale signs you are too cheap in retirement
On this week's show: Medicare does not pay for long term care. How do you prepare if it happens to you? How your Roth might figure into tax and estate planning. Which buckets should you pull from first in retirement? How spending trends go in retirement and how you should enjoy your money. …
Being selfish in retirement is NOT a bad thing
You raised your kids and put them through school. You have dedicated your life to your family and career. Retirement is supposed to be a time to put YOU first. But many people have a hard time doing that. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow…
When being financially selfish is a good thing | Why your financial advisor doesn’t want you to spend your retirement money | A tax lesson from the show Parks and Recreation
On this week's show: Being selfish is usually a bad thing, unless it’s in retirement. Why people over 75 are still in the workforce. How the lesson of the "hot stove" is being used in income planning. Taxes aren’t fair, unless you are Uncle Sam. Subscribe or follow so you never miss an episode! …
People want income, not an annuity
If you talk about an annuity for retirement planning, you may get a negative reaction. If you talk about what an annuity does without calling it an annuity, people respond positively. What’s the problem here?
Why is your 401(k) not keeping up with the market? | Don’t say the “A” word! | A tax lesson from Judge Judy | Taking the emotions out of being in the stock market
On this week's show: Is there an anchor on your 401(k)? The tail end of the baby boom has a retirement problem. A retirement lesson from George on "Seinfeld". The Rolling Stones just passed up a half a billion dollars.
There’s talk of eliminating the 401(k)
According to some studies, if the Government gets rid of the 401(k), they could save Social Security. Is there any truth to that? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.
What if the Government said, “No more 401(k)s?” | Are you ignoring the biggest risk to your retirement? | We assign a mascot to each big financial company | The deadlines you need to meet before and in retirement
On this week's show: Some say the 401(k) will be gone in 10 years. Would that be a good thing? Dealing with the retirement issue no one wants to talk about. Why do-it-yourself investors eventually ask for help. What are the biggest missed opportunities in retirement planning? Subscribe or follow …
Oops there it is! Is a recession coming?
Everyday in the financial headlines you can find people who believe the markets will soar and others who believe we are on the edge of disaster. Greg tries to gives us some perspective on how to sift through all the noise. Subscribe or follow so you never miss an episode! Learn more at GoldenRes…
A tax opportunity you don’t want to miss | The missing link to your 401(k) | What will healthcare cost in retirement?
On this week's show: Time may be running out to maximize your IRA-to-Roth Conversion. Your 401(k) comes up short by not providing income. How do you fix it? What will your out-of-pocket expenses be for healthcare in retirement? Tom Selleck gives us a retirement lesson about risk. Subscribe or foll…