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January 11th, 2025

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

  1. 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 Greg Aler 59:12

On this week’s show:

  • Thinking about your tax bill 20 years from now.
  • Going from worry to wonder with your retirement.
  • Wall Street’s model of paying for financial services works for them but not you.
  • Those unused gift card are dead Money. Do you have the same in your 401(k)?

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Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.

See omnystudio.com/listener for privacy information.

Greg Aler Founder of Golden Reserve and Author of Fire Your Financial Advisor

Greg Aler was born and raised in small town Ohio. College. Law School. Then off to one of the largest law firms in the world. Later, he went on to build three multi-million-dollar companies before the age of 40 – an elder care law firm, a financial services firm, and a real estate company. He is a perpetual disruptor; re-thinking and re-building industries that are too rich or too stubborn to change. Yet always, coming back to his roots and directing his companies (and his book) to fight for the people that get overlooked – hard-working everyday folks, like his parents. The other 95%-ers.

Greg has his own TV, Radio & Podcast Show—Expedition Retirement.

The only thing Greg loves more than cooking, scuba diving, boating and laughing with friends on his back porch, is being with his wife Fernanda, and three kiddos (Lilly, Lola & Louie).

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