All Episodes

Your Will Shouldn’t Be a Surprise—How Inheritance Can Tear Families Apart

When Clickbait Tries to Run Your Portfolio | The IRMAA Boogeyman and the IRA Tax Bomb | Bill Murray, Wrigley Green and a Memory That Hit Hard

Should You Push Your Social Security Off and Live on Your 401(k)?

Dealing With One of the Most Uncomfortable Feelings in Retirement | A New 401(k) Idea You Need to Know About | My Advisor Invested My Money Without Asking Me

The Annuity Backlash Doesn’t Match the Math

Why Are You Still Writing Checks to the IRS in Retirement? | Do “401(k) Boosters” Really Mean Higher Returns—or Just Higher Costs? | Should an Unrealized Inheritance Be Part of Your Retirement Plan?

When Your Advisor’s Account Is Up More Than Yours | What Will Give You Retirement “Sticker Shock?” | A Move Many Have Discovered That Is Leading to Retirement Happiness

A Big Retirement Question: Should I Pay Off My Mortgage or Not?

The Retirement Pothole Nobody Thinks They Will Hit

Retirement’s Biggest Repeat Mistake | The Roth Conversion Sweet Spot | The Fee Wake-Up Call Hiding in Plain Sight

A Revealing New Question to Ask Your Financial Advisor

How Is Your Advisor Charging You and Is There a Better Way? | Your 401(k) Just Hit 1 Million, Now What? | Your Biggest Retirement Asset May Be Hiding in Plain Sight

A Retirement Lesson from the Shamrock Shake

Dealing With This Shaky Stock Market | Could You Double Your Money in Retirement? | Should We Look at Australia for a Better Retirement System?

Is Your Financial Advisor Trying to Upsell You? | When Talking About Risk and Loss, When Is Enough, Enough? | How the Shamrock Shake and Your Retirement Taxes Go Together

Inflation? Deflation? Stagflation? What Does It All Mean?

How Your Financial Advisor is Like a Commercial in a Scary Movie | When You Go from a Paper Millionaire to a Real Millionaire | Checking In with DIYers 5 Years into Retirement

A Quarter of Retirees Are Getting THIS Wrong

Could Other Countries Strike Back and Hurt Our Economy?

The Question Everyone Wants to Answer in Retirement | What’s in Your Portfolio Chili? | Why Do People in Retirement See This Topic Differently Than Those Preparing for Retirement

Nobody Wants a Retirement Budget

How Your Social Security Check Can Tear Down This Retirement Myth | Can You Retire WITHOUT the Stock Market? | How Much Cash Should You Have on the Sidelines in Retirement?

If You Structure Your Investments This Way, You’ll Enjoy Retirement More

Is the Current Economy Discouraging Estate Planning? | A DIYer Tells Us Where He Went Wrong | What Does the 2026 Tax Conversation Look Like

She Says It Was the Worst Retirement Decision of Her Life | Vanguard Says People Are Making This Smart Move, Followed by a Dumb One

A Look Back at 2025: A Look Forward to 2026 | Can You “Buy the Dip” and Be Successful? | Should an Advisor Charge You for a Roth Conversion?

The Estate Planning "Talk"

Don’t Pack Your 401(k) Before You Know Your Destination

Red Flags to Watch Out for When Choosing a Financial Advisor

3 Things People Want from Their Retirement Plan | The “Red Flags” to Watch for When You Choose a Financial Advisor | What Does It Mean to “De-Risk” Your Portfolio?

Are Financial Advisors Responsible for a Big Retirement Problem?

What Is “The Retirement Spending Smile”? | Why Don’t Many Parents Share Details of Their Will with Their Kids? | Vanguard’s Odd New Offering in 2026

The Term “Fiduciary” Means Nothing!

What Are the Chances We’ll See Another Up Year in the Stock Market? | Higher Income Means More Taxes and Penalties in Retirement | What Should the DIY Retirement Planner Watch Out For?

Ask Greg: Once You Max Out Your 401(k), Then What?

A Retirement Lesson from AI

In Retirement Do You Want More Money or More Experiences? | The “Unseen Dings” to Watch Out for in Your Investments | Being Generous to a Fault with Estate Planning

Confusion About How Your Pension Fits into Your Retirement Plan

Retirement Ideas That Sound a Lot Better Than They Are | How Advisors and Retirees Can’t Get on the Same Page | How Many People Are Blindly Following Uncle Sam’s Plan for Their IRA?

A Common Mistake Parents Make in Retirement

Blowing Up Wall Street Predictions | The Dangers of Over-Estimating Certain Areas of Retirement Success | 401(k) Choices at Retirement

What Do I Do with My RMD if I Don’t Need the Money?

Follow These 5 “D’s” of Estate Planning | A Retirement Lesson from the World Series | There Are Two Very Different Investors in the Stock Market Right Now

2026 Could Bring Major Changes to Your 401(k)

Retirement Advice from a Chinese Proverb

The Financial World Has Changed Its Mind on These Financial Products

Could You Lose Your 401(k) Catch Up? | Why Has the Opinion on Some Financial Products Changed? | The Financial Headlines Are Scary | Should You Run to Cash?

Is Inflation Still a Big Threat to Your Retirement?

How Could the Government Shutdown Affect Markets and Your Retirement? | Is the Financial Industry Making a Shift on How They Charge? | How Do You Use Your 401(K) in Retirement?

How Uncle Sam Has Your 401(k) in a Headlock | Being a Smart Rabbit in Retirement | New Data on How We Spend When We Retire

The Five Golden Rules of Retirement Planning

How Will Lower Interest Rates Affect Your Retirement Planning? | Being Smart If You Get Some Inheritance Money? | Figuring Out the “L”s of Retirement Planning

Greg Takes Off the Gloves on Private Equity Popping Up In Your 401(k)

New Stats: The Fear of Running Out of Money is Overblown | Warren Buffett, Tony Robbins, and Greg Aler All Agree on This | Watch Your 401(k) Target Date Fund for Changes

7 Retirement Rules We Are Giving You Permission to Break

A Retirement Lesson from Comedian Nate Bargatze | Are You Missing the Obvious in Your Retirement Plan? | A New Danger in Your 401(k)

THIS Could Steal Half Your Retirement Savings

Is retirement the most financially complex time of your life? | How many people have actually saved 1 million dollars? | You’ve been downsized before your retirement date. Now what?

Are Financial Advisors Really Still Saying THAT?

Are you too conservative with your investments?

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

What Does the Average Couple Spend Per Month in Retirement?

Warren Buffett Is Selling Stock. Should You? | How Much Do Couples Spend per Month in Retirement? | With Investments, Sometimes Boring Is Better

Dividend Paying Stocks: Is It Still a Good Idea?

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

72% of Seniors Say They Wish They Had Done THIS Before Retirement

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

The Saving and Income Formulas Don’t Work

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

Over Half of Us are Terrified of THIS in Retirement

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

Where NOT to Put Your Retirement Money

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?

Does Your Advisor Call You Back?

Why Are We Asking, “How Does My Retirement Compare to Everyone Else?"

TINA is Back! (And We’re Not Talking Tina Turner)

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

Retirement Advice from Clint Eastwood

Is 2008 Still Affecting Your Investment Decisions? | How Much Should You Have in Your Cash Account? | How Much Will Politics Affect Your Retirement Accounts?

Uncle Sam: The Rottweiler of Retirement

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?

A New Trend with Estate Planning

Fire Your Financial Advisor Podcast Trailer

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

Tax Nightmare at Age 90

Overcoming the Fear of Running Out of Money in Retirement | Do You Have a “Newark” Portfolio? | These RMDs Are Killing Me!

Are You Making These Retirement Tax Mistakes?

How Do We Solve the Fear of Running Out of Money?

The Unseen 300k Bill in Retirement

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

Should You Move to Lower Taxes in Retirement?

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

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

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?

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

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?

Should You Buy Gold?

4 Questions People are Currently Asking Their Retirement Planner

Keeping a Cool Head When Markets Put You in Emotional and Financial Distress

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 Side?

Has Bengen Gone Batty?

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

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

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?

Dave Ramsey Has Foot-in-Mouth Disease…Again!

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?

Finding the Illegal Bananas in Your Retirement Plan

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?

The HOT STOVE of Retirement Accounts

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

What Chef is in Charge of Your Retirement Planning?

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?

Is This a Time for Risk Avoidance?

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

The Top 6 Reasons People Choose NOT to Use a Financial Advisor

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?

Is it time to rebuild your retirement plan?

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?

How to Figure Out Your Paycheck in Retirement

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

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

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 California fires put so much pressure on insurance companies that they can’t make annuity payments?

When a Will Causes Family Problems

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 media

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

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

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

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

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

Picking Your Retirement Date

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?

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

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

What a $653 Pizza Teaches Us About Retirement Planning

Should you believe the market predictions for 2025? | 3 Signs you are not ready for retirement | What a $653 pizza teaches us about retirement planning | The one thing people in retirement really want

We Nuke the 4% Withdrawal Rule…Again!

Does your Social Security decision really have to be that complicated?

The Difference Between Facts and Feelings in Preparing for Retirement

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?

How Will a Second Trump Presidency Affect Your Retirement Planning?

Will retirement planning change under Donald Trump? | 3 things to do after the death of a loved one | 4 common purchases people regret in retirement | How to get over “The Fear of Spending.”

Is your retirement plan McBroken?

What if 2025 is a down year in the stock market? | The banks are posting record profits, and you are paying for it | 3 Reasons to have GOOD debt in retirement | Someone you know is not looking forward to the great wealth transfer

The Moment Your Negative Feelings About Retirement Turn Positive

This has been a record year for Roth conversions. Should you be looking at it? | Suze Orman says $2 million in retirement savings is “Chump Change” | Four ideas for passing down money to your kids and grandkids | The moment your negative feelings about retirement turn positive

Everything You Need to Know About the Trump Tax Laws and If They Expire

How much of your retirement planning should be uniquely you? | A large company is doing a lot to help employees with Estate Planning | The Number One Regret of Retirees | The Future of the Trump Tax Cuts | Investing in Gold: A Risky Proposition

Tax Free, Taxable, Tax Deferred. What does it all mean?

What will you really need per month in retirement? | When your account is up, should you take some profits? | The author of the 401(k) is angry about how his invention has turned out | Five things older retirees regret about retirement

Can you build a “perfect” retirement portfolio?

How much do you need to save to generate 100k a year in retirement? | Warren Buffett blasts advisor fees | Are you financially paralyzed by this election? | Is there a perfect portfolio?

How much money do you need to start talking about an estate plan?

One survey says to do these four things, and you can retire at 62. Are they right? | Don’t Use Your 401(k) for This | Three Things to Watch Out for When Your Advisor Talks About Guaranteed Income | You’re not a millionaire, do you need an estate plan?

How to Figure Out Your Retirement Budget

Greg Interviews Lynyrd Skynyrd

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

How will your taxes change in retirement?

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

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

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?

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

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?

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

Five Things You Can Do to Protect Your Retirement During a Recession

He turned all the retirement planning over to her. And she’s worried!

Worries about finding the right financial advisor | The fallacy of "Stay the course, it’ll come back" | Having diversification in you tax planning | Retirement lessons from Paul McCartney and boneless chicken wings

The financial media is lying to you about how much you’ll need for retirement

What will you really need per month in retirement? | People who get financial help retire earlier | When your account is up, should you take some profits?

Help! The stock market is falling and taking my retirement money with it!

The Market went down1600 points! What happened? | Should the election play a part in your financial decisions? | Who’s the biggest fee stealer: concert tickets or your 401(k)?

The stock market needs to correct to move forward. Where does that leave you?

What do you do with your 401(k) when you retire? | Are market pull backs healthy? | Most people retire early. Can you? | Edward Jones is in trouble again

Five Things Older Retirees Regret About Retirement

How do I know if my lawyer or financial advisor has me covered with estate planning? | Other than Social Security, how will you get paid in retirement? | The author of the 401(k) is angry about how his invention has turned out | Five things older retirees regret about retirement

Many people wish they had addressed this topic before retiring

We’ve seen inflation over 12 percent. Will 3.3% inflation kill your retirement?

Inflation may not kill your retirement, but this might | The topic that terrifies many retirees | Market update: How are we doing this year?

The Real Truth Behind Alternative Investments

How many people have actually saved one million dollars for retirement?

In studio guest estate planning attorney Tim Stallings on wills, trusts, and cognitive testing | How many of us have reached 1 million dollars in retirement saving? | 5 signs you may be better off in retirement than you think | Annuity myths busted

Is Greg changing the opinions of the financial industry?

The Air Fryer of Retirement Planning

You’re a 401(k) millionaire. Now what? | Half of people got this retirement question wrong | When your advisor retires | Target Date Funds: Good or bad? | Is there really a retirement crisis?

The Guilty Pleasures You SHOULD Spend On in Retirement

Five things you should spend money on in retirement | The financial industry seems to be warming up to Greg’s thoughts on limiting fees | How Bradley Cooper is relating to one of the biggest boulders in retirement planning | How fixating on a number can lead to too much risk

82% of Retirees are Making This Mistake

A retirement lesson from Tacos | Airline fees, financial fees, which are worse? | Guess who’s celebrating your 401(k) success? | Can you win the stock-picking guessing game?

Solving the Biggest Mystery in Retirement Planning

Is this market (and your portfolio) like an unruly teenager? | How to arrive at the right income number for retirement | You’re probably paying fees on your retirement accounts. Which ones can we limit or eliminate? | You aren’t the only one that is happy your 401(k) is up

Will an online will hold up in court?

Seeing is believing in retirement planning | What part of your portfolio needs a good scrubbing? | Estate Planner Tim Stalling joins us to talk about avoiding mistakes with inheritance, the pros and cons of putting your house in your child’s name, and how much should you share about your will

Thanks, Mom, for all that you taught me

April was the worst month of 2024 in the market. Will it continue? | What is “hostile territory” in retirement planning? | A lesson from Tom Hanks | What is your income side hustle in retirement? | A salute to mom

4 Retirement Mistakes to Avoid in 2024 | Do You Know Your Tax Bill In Retirement? | Does a Financial Advisor Really Get You Ahead? How Do You Know if You’re Covered with the Income You Need for Retirement?

Should you be buying gold right now?

Estate Planning Attorney Tim Stallings talks about wills, trusts, long term care options and building a lasting inheritance | Things you SHOULD splurge on in retirement | Three signs you’ve outgrown your financial advisor

3 Signs You’ve Outgrown Your Financial Advisor

5 Things You’ll Never Regret Having in Your Retirement Plan

Is this inflation number the new norm? | Outrageous advisor fees you should avoid | Extra steps to consider for early retirement planning? | A 401(k) lesson from Will Ferrell

The fee structure in the financial industry is crazy!

Financial Advisors: The more you save, the more they charge | Warren Buffett can solve the deficit | Are you losing your piece of 3.4 Trillion dollars? | Is Kiplinger listening to Expedition Retirement? | What has the average 60-year-old saved for retirement, and is it enough?

Five Things You Can Do With Your 401(k)

Should you be moving money because of interest rates? | What are your options for using your 401(k) in retirement? | Can you retire on 600k? | Airline baggage fees and financial industry fees have something in common | Is retirement stupid?

Should you be spending MORE in retirement?

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

Being selfish in retirement is NOT a bad thing

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

People want income, not an annuity

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

There’s talk of eliminating the 401(k)

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

Oops there it is! Is a recession coming?

A tax opportunity you don’t want to miss | The missing link to your 401(k) | What will healthcare cost in retirement?

Kevin O’Leary says we need HOW MUCH to retire?

Shark Tank’s "Mr. Wonderful" has a Crazy Retirement Number

Yellowstone star Lainey Wilson has a broke mentality

2024 retirement rule changes | An idea to save Social Security | Yellowstone star Lainey Wilson adjusting to her financial success | How the financial industry doesn’t want you to touch your 401(k)

New Verbiage to Watch Out for From Your Financial Advisor

The Problem with Financial Advisors: Too much risk, hiding fees, lining their pockets with your retirement money

Should you buy the new bitcoin ETF?

The original “Wolf of Wall Street” has surprising financial advice for you

Retirement Advice from the real “Wolf of Wall Street” | Why Golden Reserve does tax planning AND tax preparation | Your past financial mistakes shouldn’t hold you back from a successful retirement | Are you napping on your 401(k)?

How will the financial stories of 2023 unfold in 2024?

Overcoming the fear of running out of money

Is the 401(k) really your retirement friend?

Should your Roth conversions be done by a certain age?

Should you have a cash slush fund? | In what part of retirement planning are you “high risk?” | Is your 401(k) on autopilot? | A 5-year fight over a celebrity estate is almost over | Is there a deadline for a Roth conversion? | How the financial industry plays with your head

Why is “spend down” a dirty phrase in the financial world?

Is it ok to spend down your retirement savings principle? | One of the more confusing financial headlines we’ve ever seen | A financial giant has passed away | Your politicians are making moves to save Social Security and reduce financial fees | A crazy idea to beat inflation

Your "5 years before retirement" checklist

Is the financial industry trying to scare you? | TIAA is being sued | Has Dave Ramsey gone crazy? | How much more return will you get on your money by working with a financial advisor?

When do you step in when your parents start to decline?

A Retirement Ice Bath

3 reasons you should retire right now! | One school that gets an “F” in investing | Laying the groundwork for your retirement like Shaq | Can you retire on Social Security and your 401(k)? | Greg’s interview with David Foster and Kathrine McPhee

The #1 scare tactic of the financial industry

How higher interest rates are a good thing if you are getting ready for retirement | Half of people have this problem 5 years into retirement | Is the 401(k) really your friend? | Passing down financial assets to your family effectively | The dos and don’ts of a 401(k) conversion

The biggest communication gaps with financial advisors

What can we learn about retirement from the airline boarding process? | How much do you need to save to pull 5,000 dollars a month? | The number one fear about retirement is the same every year. How do you get over it? | When mom or dad start to show signs of cognitive decline | Can you trust the on-line, DIY Will and Trust? | The biggest communication gaps with financial planning

How much do I need to set aside if I need Long-Term Care?

The pros and cons of higher interest rates | The US gets a low grade in retirement. Why? | How much do you need to self-fund a Long-Term Care event? | Many people are choosing to take Social Security and continue to work | The ABCs (and Ds) of Medicare

Who is the Freddy Krueger of the financial world?

Should you make changes to your money due to global events? | 70% of people want this for their retirement plans but aren’t getting it | Scary financial villains for Halloween | Is part of your portfolio experiencing another 2008? | If you have an old annuity, can you trade up?

A new tactic financial advisors are using to rationalize high fees

Can you find any useable truth watching financial news? | Questions about this financial move are up 150% | A retirement lesson from “The Fonz” | A new tactic financial advisors are using to rationalize high fees | Another “beneficiary bungle” | How your dog could help with your tax bill

You don’t have to have great market timing to have a great retirement

How do you grow your money when the market’s been flat for 2 years? | Why it’s important to know what tax bracket you are in | Wall Street says we are being sucked into a “Financial Vortex” | Difference between a financial advisor and a retirement

What can we learn about financial planning from a can of Pringles?

How much insurance do you really need in retirement? | Should your investing habits change as you near retirement? | What can we learn about income planning from Jimmy Buffet? | Why taxes are not a do-it-yourself project

How 40 percent of your retirement money could be eaten up in fees

The big investment companies are crying over you moving out of the stock market | A new study says that even DIY investors seek out financial help before retirement | Bill Gates just spent $95 million buying this stock

What are the REAL important numbers or retirement?

Is there a downside of going into retirement with all your money in a 401(k)? | Shocking revelation from the biggest investment firm in the world | Should you delay your retirement because of a bad stock market?

Answering the Ken Fisher annuity commercial

If taxes go up, how does the Golden Reserve Tax Map help? | If Social Security gets cut back, how do I fill the gap? | The fallacy of Fiduciary | Breaking down the Ken Fisher annuity claims

Plans are worthless, planning is indispensable

Is the S&P 500 really diversified? | Little white lies from the financial industry | Should your goal in retirement be to never touch your principle? | Uncle Sam’s game with Social Security | Tony Robbins shows the need for the Golden Reserve fee filter

Help! My advisor is retiring!

Is your financial advisor doing their job if they’re telling you to un-retire and go back to work? | Should you pay off your mortgage before you retire? | Does protecting your money include buying gold? | My advisor is retiring. What do I do?

Your plan may be ignoring your biggest retirement risk

Congress has changed the 401(k) rules again for next year | Some of the things holding this stock market up are going away | The one question most people want answered as they see a retirement planner at Golden Reserve

Another big financial firm fined for excessive fees

When do most people relax and feel more confident about retirement? | Another big financial firm fined for excessive fees | As the financial industry continues to trash annuities, sales are through the roof. Why? | 84% of retirees are making this mistake

Retirement advice from Dwayne “The Rock” Johnson

Retirement advice from Dwayne “The Rock” Johnson | Why would an advisor have an 85-year-old in a 100% stock portfolio? | They found Aretha Franklin’s will, under the sofa! | Why is there a media campaign against annuities?

Has the idea of the 401(k) become obsolete?

What can we learn from a 37-year-old that is already retired? | Is the stock market headed for a long patch of lower returns? | Why are lawsuits up against Financial Advisors? | Are boomers too addicted to stocks?

The cockroaches of retirement planning

Reviews on Greg’s book “Fire Your Financial Advisor” | Listener questions about how Congress changed the RMD age | How can Ken Fisher say what he said? | A saver with almost 600k is told he is not rich enough to get financial help

How much money do you need to be considered rich?

Estate Planning attorney and Golden Reserve Partner Tim Stallings talks about the benefits of planning ahead and the dangers of not having a plan | One of the dirty words of retirement planning | How do people use their 401(k)s in retirement?

A Warren Buffett warning about retirement planning

If you’re successful at investing, is it just luck? | Warren Buffett identifies the biggest enemy of investment returns | The financial product that the industry hates, but you might need

Retirement Lessons From the US Open

Father’s Day special: Financial lessons from dad | A big sell job inside your 401(k) | How the Tax Map helps with your 401(k) and your Roth | Most of us don’t have a Will, do you need one? | Las Vegas is changing some of the casino games

Statistically the stock market is up about 75% of the time. Why shouldn’t we go all in? | Why has the “magic number” we need for retirement shot up so much? | Is your 401(k) the riskiest place for your money?

Why I left my fiduciary advisor

Warren Buffett’s secret we can learn from | Is your retirement plan a copy of a million others? | You have more pension options than you think | How much of your retirement income will depend on Social Security?

When Your “Check Retirement Light” Goes On

Retirement insights: Social Security, income options, decisions about risk, taxes, and how we arrived at a 10-dollar cookie

Offense wins games, will defense win retirement?

A retirement lesson from the concession stand at Fenway Park | A millennial is shocked as her grandparents search for assisted living | The new opportunity with interest rates | What will be your biggest cost in retirement?

Your Retirement Timeline: Important ages and what you should be thinking about at each age

Your Retirement Timeline | What does your first meeting at Golden Reserve look like? | Our current tax structure changes in three years. What do you need to know? | What can we learn about retirement from a lizard?

What can we learn about taxes from a New York deli?

What are the odds of winning in the stock market? | Could my expenses actually go up in retirement? | By the numbers: Comparing CDs and annuities | Leaving money to your kids vs spending it all on you | What can we learn about taxes from a New York deli?

Don’t buy into the fear of spending your money

How taxes are different in retirement than your working years | You should be able to spend with confidence in retirement | If deferring income is good for pro athletes, why shouldn’t it be good for you?

Financial Misinformation: Can you trust the financial networks?

Sifting through financial misinformation | More trouble with Social Security | Chances you’ll need long-term care | How are taxes different in retirement? | Pensions: Monthly check or lump sum? | When is the right time to see a retirement planner?

Guest Phil Huff on how investment planning is different at Golden Reserve

Golden Reserve’s Phil Huff talks about the investment planning side of the Roadmap for Retirement | Will Social Security be enough? | Myth Busters: All annuities are bad | If you have to write a check to the IRS this year, did you do something wrong?

Will the banking crisis affect your retirement money?

Is your money and your bank safe? | Big life changes could come with financial changes | Does something smell funky in your portfolio? | Why did the CEO of Edward Jones take a pay cut? | Is an online retirement calculator reliable?

What would be considered a “fair” fee for financial services?

What you need to know about the bank failures | Another example of unreasonable financial advisor fees | "Motley Fool" says do these four things and you are ready for retirement | What is the Golden Reserve retirement tent?

Guest CPA Brian Long tells us why the Golden Reserve Tax Map is so important to every Roadmap for Retirement

Golden Reserve CPA discusses the importance of building a Tax Map | Should it be your goal not to touch the principle on your retirement money? | The objective of retirement planning is not to get rich…it’s not to get poor

Why does Golden Reserve see themselves as a Sheepdog?

They say I need a “fiduciary” advisor. What does that mean? | One advisory firm admits their interests and your interests may not align | 1 in 3 financial advisors don’t develop a financial plan or execute one…why?

Apparently, I’m not rich enough for retirement help...

Greg’s book “Fire Your Financial Advisor” is already an Amazon best seller | A listener from Columbus asks about the new retirement laws | Ken Fisher is making outrageous market predictions | What should you do with your tax refund?

When is 4 percent not 4 percent?

Is Wall Street shifting away from stocks? | Greg’s book “Fire Your Financial Advisor” is out now! | Should I leave my current advisor? | Myth Buster: I should pay off my house before I retire | 5 things to ask yourself before you retire

Greg’s book “Fire Your Financial Advisor” is now available. What can you expect?

How has the financial industry let you down? Greg’s new book outlines it | Super Bowl and Football Talk: Does anyone like Aaron Rogers? | Myth Buster: I’ll sign my house over to my kids to avoid taxes

Golden Reserve founders Greg Aler and Tim Stallings talk about protecting your money with wills, trusts, and tax planning

What’s the difference between a plumber and a financial advisor? | 5 questions to ask to figure out if your advisor is doing their job | Guest Tim Stallings talks about wills, trusts, tax planning, and protecting your money from a nursing home

Why should you consider a Roth for retirement planning?

Why is Joe Burrow buying farmland in Iowa? | Myth Busters: Trusts are just for rich people | Why you should consider a Roth IRA | Is Fortune Magazine listening to our show?

Myth Buster: My safe money is in bonds

Retirement planning: Don’t be the person that says, “I should have come in sooner.” | Myth Buster: My safe money is in bonds | 70% of people are in denial about this financial need | If you have a 401(k) with a small company, you need to know this

2022 was a year of change in the economy and the stock market. Did it change your plans for retirement?

A look back at 2022, a look forward into 2023 | How Congress changed the retirement rules while you were on holiday break | The FTX Crypto scam, what’s the real story?

The fruitcake of the financial world!

Why are investors terrified about 2023? | How annuities are the “fruitcake” of the financial world | Aler Stallings’s Anna Christina talks about wills, trusts, and legacy planning | How Golden Reserve wants to be your retirement sheepdog

2022 is not your entire investment career

What does it mean to be diversified? | Is a recession coming in 2023? | Greg busts a myth of IRAs | Why are you worrying about the market in retirement?

How can I be tax smart with my IRA?

Why the market shouldn't affect your retirement lifestyle | A MAJOR threat to your retirement | Greg busts a myth on investing | A listener from Newark, OH wants to know about IRA taxation

Are you letting your politics influence your investment decisions?

How much should you have in the stock market right now? | Myth Busters: I’ll never need Long Term Care! | Should your political views guide your investment decisions? | The fallacy of Fiduciary

Dialing back the worry on “Did I save enough?”

Apparently Jim Cramer’s crystal ball is cracked

CNBC's Jim Cramer in tears | Myth Buster: “We’ll just transfer the house to the kids” | No pension, no problem | Using the Golden Reserve Income Tent | 40% of American households pay NO Federal income tax. Can a Golden Reserve Tax Map help you? | No

Fire your financial advisor!

IRS changes for 2023 | A valuable retirement lesson we can all learn from the wealthy | Myth Busters: All annuities are bad! | Do you have a financial advisor that just doesn’t listen?

Does using a financial advisor guarantee you’ll retire with more money?

Jason Aldean, Country Music Superstar sits down with Greg for a chat | Does using a Financial Advisor mean you’ll retire with more money? | Put your cash to work | We WILL get through the market turmoil with proper planning

Myth Busters: Will a 60/40 stock-to-bond mix work in this down market?

Bonds are safe, right? | Being smart about passing down money | Financial Advisors speak a different language, on purpose | Having “portion control” with your retirement money

If the stock market stays volatile, is cash a good buffer?

Is the market pain almost over? | Is cash really still king? | Bloomin’ onions won’t make you go broke | Stop playing by Uncle Sam’s rules | Questions to ask your financial advisor | One of the biggest shocks in retirement

Myth Busters: I should let my IRA grow and grow so it will be a nice inheritance for my kids

What do the Death Star, Pepé Le Pew and Fiduciaries have in common? | Myth Busters: Should I leave my kids my IRA? | Listener call-in: Husband needs long-term care, what now? | Vanguard’s 10-year forecast

Mike from Maumee asks about income, returns, and RMDs

What happens when you turn 72 | Your financial advisor doesn’t care what happens once you retire | Milk inflation won’t ruin your retirement | A Caller asks how to think about income and RMDs | Are you playing by Uncle Sam’s rules, or yours?

I’m losing money and my advisor isn’t listening!

A listener calls in upset because he’s losing money and his advisor isn’t concerned | Another celebrity dies without a will | Why wealth management isn’t just for the wealthy | Greg talks about a chapter titled “The Villain” in his new book

Why is my advisor talking to me about ESG investing?

Have you already WON the retirement lottery? | We’re here for the hard-working Middle Class, not multi-Millionaires | Why Uncle Sam picks on your spouse and kids | Why our clients care less about a Recession

One of the biggest lies the financial industry is telling you

We do this for everyday Americans, the hard-working 99% | Less Risk, Less Worry is what we offer | Suze Orman says no one is ready for retirement | If you made it to retirement, you’ve already won! | When should you dip into your 401(k)?

What is the optimal portfolio?

Financial advisors take NO accountability | “Stay the course” is not a sound strategy | Financial advisors or financial friends?| Waiting until you’re 72 to take money out is a bad idea

The BIGGEST threat to your retirement savings

When you’re retired, you shouldn’t be worried about investments anymore | Why do some financial advisors hate annuities? | The advantage to starting your retirement planning early | What could be the biggest threat to your retirement savings?

Do you have any control over the taxes you pay?

The inflation number is down, how much does this affect your retirement? | Can you really control how much you pay in taxes? | The difference between being financially smart and financially wise

The Financial Advisor Friendship Fallacy

Why won’t my financial advisor listen? | The Fatal Flaw in retirement plans | Should Mom and Dad put you on the deed for the house? | Why many financial advisors have changed their strategies this year

Have you won the retirement lottery?

So, you didn’t win the Mega Millions, did you win the retirement lottery? | Interest rates are going up, when will this help your retirement planning? | Don’t give your kids BAD gifts | Balancing growth and protection?

Financial headlines meant to scare you

Should all the recession talk concern you? | The secret to beating Uncle Sam is to pay taxes early | What many people believe about Social Security is wrong | The benefits of a Roth conversion

So I saved, and retired. Now what?

Beating Uncle Sam means paying taxes (early) | A new retiree feels abandoned by the financial industry | The danger of losing money and saying, “this time it will be different.” | Don’t make your widow and kiddos pay for your tax mistakes

Protecting your retirement assets and legacy | The difference between Medicare and Medicaid and what they cover | How 3 hours of your time could protect your entire retirement | The fees and tax boulders waiting for retirees.

Estate Planning Myths | What type of Trust should I use? | Do I need Asset Protection? | Managing Taxes in Retirement | How much money do I need to retire? | Market Timing Risks, & the Largest Financial Crises in Retirement

Financial health meets physical health. Interview with Afif Ghannoum, CEO of BIOHM Health.

Wall Street says you HAVE to use the stock market in retirement | Lunch with Warren Buffett costs $19 million | “All I get from my financial advisor is a bill!” | Special guest Afif Ghannoum, CEO of BIOHM Health, talks about gut health

Can annuities be a form of retirement insurance?

Will you be proactive or reactive with tax planning in retirement?

The big change coming to your 401(k) statement | Target Date Funds = Big Fail | “Stocks & Bonds” has a ring to it, but not a nice return | Should you DIY your estate plan online? | FIRE YOUR FINANCIAL ADVISOR | Why you need a 7-iron in your retirement

Vice President Mike Pence sits and talks retirement with Greg from Golden Reserve

VP Mike Pence talks taxes and long-term care with Greg from Golden Reserve | Where is your money leaking, and how to plug it | Warren Buffet says run from bonds | Why women are wrongly overlooked in the financial industry | “Just hang in there” isn’

What exactly does the Golden Reserve Process look like?

Dads and money lessons | Up vs. down Retirement Mountain | 4 biggest boulders we help you navigate | Is “annuity” a bad word? | Funding your financial advisor’s retirement

Don’t let taxes and advisor fees drain your Retirement Bucket!

Do you know how much of your Retirement is at Risk? | What you have in common financially with LeBron James. | Why do Annuities get bullied by Financial Advisors? | A client talks about her frustrations with financial advisors.

Should you take the Warren Buffett approach in retirement?

Can you use Warren Buffett as your investing model in retirement? | Should you be going to cash right now? | Uncle Sam had a great April 15th thanks to you | A teacher from Columbus has questions about 3 of the big retirement boulders

Listener in Stow, OH, wants to know the difference between Medicare and Medicaid when it comes to long-term care.

Stop taking unnecessary risks and paying too much. You made it to retirement, time to relax

Make your investments boring and your retirement exciting

It’s never too late to plan for nursing home care costs, and why we need the Golden Reserve long term care compass

Does Medicare or Medicaid pay for Long Term Care?

How much you pay and how much your financial guy makes

The realities of 2022 and inflation

New versus old annuities for retirees

Greg interviews Bill Murray and his brothers

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 actor and comedian Bill Murray.

Income or interstellar?

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 unexpected taxes in retirement?

Estate Planning Myths

How do taxes change in retirement? The penalties to avoid with a Tax Map.

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 don’t mix. | Why you need a Tax Map.

What do you have in your portfolio that needs to go out with that leisure suit?

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

Passing money down to your kids…with limits

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 right now

The Fee Boulder

A crash course on IRA tax planning in Retirement

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 penalties for your IRA | Is it time for a Roth conversion?

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.

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 Ride

How Your Financial Advisor Can Fail You In Retirement -- Particularly the Recent IRA Tax Changes

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 Calculators are Broken

Does being a ‘fiduciary’ matter?

Market Downturn | Fiduciaries Explained | Hidden Mutual Fund Fees | IRA Tax Bomb | Planning for an Aging-Parent | Lump Sum Conundrum

Guest Tim Stallings Elder Law Attorney

Estate Planning: Wills, Trusts & Long-Term Care | Why clients leave Financial Advisors | Unnecessary Fees | Certified Financial Planner vs. Fee-Only Advisors

How to find unexpected jackpots in retirement

Crazy story from Las Vegas and how it relates to retirement planning | What are Asset-Protection Trusts? | No such thing as too little risk | How net worth becomes income | Annuities - The Dodge Ram of investments? | The Freak-Out Factor

Bonds are an outdated and dying option for retirees in 2022

Are you a good candidate for Roth conversion? | How will my retirement income be taxed? | The Widows & Kiddos penalties | Why it's more dangerous going down retirement mountain | Some in the financial industry WANT you to take more risk | Advice from Shaq

What type of help should you look for in retirement | Evaluating your 401(k) annuity | Advice about Crypto | Has Covid hurt retirement for women?

Retired? You don’t need a financial advisor