On this episode:
- Micron’s earnings sparked excitement, but market volatility remains. Greg explains why Retirement Planning shouldn’t depend on stock picking or chasing the next hot investment.
- From 401(k)s to advisory accounts, fees can quietly drain retirement assets. Greg breaks down the true cost of financial advice and why value matters.
- An advisor suggested borrowing instead of spending retirement Money. Greg examines the math, tax consequences, and why some retirement advice may not serve clients.
- Delayed dreams, working too long, tax mistakes, and outdated Estate plans. Greg shares lessons retirees wish they had learned sooner.
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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).