133 episodes

The Expedition Retirement podcast, by Golden Reserve, is for every-day retirees. We don’t talk about picking investments, instead we challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. The advice that your financial advisor gave you to get to the top of "Retirement Mountain" probably won’t help get you down. That is what most retirees miss – until it’s too late. Tune in weekly for straight shooting, honest advice on protecting your assets from taxes, market risk, fees and long-term care. Get down Retirement Mountain safely.

Expedition Retirement by Golden Reserve Greg Aler

    • Business
    • 5.0 • 6 Ratings

The Expedition Retirement podcast, by Golden Reserve, is for every-day retirees. We don’t talk about picking investments, instead we challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. The advice that your financial advisor gave you to get to the top of "Retirement Mountain" probably won’t help get you down. That is what most retirees miss – until it’s too late. Tune in weekly for straight shooting, honest advice on protecting your assets from taxes, market risk, fees and long-term care. Get down Retirement Mountain safely.

    Why I left my fiduciary advisor

    Why I left my fiduciary advisor

    At Golden Reserve, we regularly point out the conflict between retirement plans designed for you to enjoy your money and financial advisors that get paid more if you don’t spend your money. We highlight a story that clearly shows this flaw in the system.

    • 14 min
    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?

    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?

    What do you absolutely have to get right before retirement? Does your family history matter in financial planning? How Golden Reserve goes far beyond the cookie cutter portfolio approach. Pensions can be great unless you’re single. Should you expect your retirement principle to never go down? What is the real definition of fiduciary?   

    • 58 min
    When Your “Check Retirement Light” Goes On

    When Your “Check Retirement Light” Goes On

    You have a check engine light in your car, which means it’s time for a tune up. Is the "check retirement" light going off in your head? What should be your next step?

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

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

    Join Greg Aler of Golden Reserve on Expedition Retirement as he dives into the flaws of the financial industry when it comes to retirement planning. If your “check retirement light” is on, what is your next step? What 89% of people want from their 401(k) but aren’t getting.  You’ve saved a good nest egg. You’ve won the game, why are you still at risk? How tax laws penalize the widow. What we can learn from a 10-dollar cookie in Las Vegas.

    • 59 min
    Offense wins games, will defense win retirement?

    Offense wins games, will defense win retirement?

    Finding the balance between the need for growth and the need for protection with your retirement money.

    • 7 min
    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?

    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?

    If you feel stuck in an annuity contract, can you get out? Protecting against the nursing home getting all of your money. Interest rates keep going up, but for how long? Over 30 cents of every dollar you have in retirement will go here. Can you build a sustainable retirement on 4% to 5% growth?

    • 59 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

buggy@#aler ,

Awesome

This dude is awesome and he is my dad! But I think he truly gets into the detail. It is a must listen/watch.

ScottS333 ,

These guys know their stuff!

Solid and high quality discussions around estate and retirement planning in an easily consumable format. These guys and their guests know their stuff! It’s well worth your time.

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