On this episode:
- Why retirees keep making the same mistake: Your Money keeps growing, but fear holds you back from spending—until you realize the real risk isn’t spending too much, it’s not living enough.
- The Roth conversion timing trap: Move too slowly and taxes explode later; move too fast and Medicare costs jump—finding the right window can save tens of thousands over retirement.
- Why fees feel invisible but hit hard: Like Medicare, the more you have, the more you pay—often for the same service—raising the question of what your advisor is really earning each year.
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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).
