On this episode:
- Is market volatility really the biggest retirement concern, or is there a more important question hiding in plain sight?
- “Whatever’s left, they can have” sounds simple. Why that mindset may create challenges for spouses, children, and heirs.
- Healthcare costs, spending habits, and other unexpected realities can reshape retirement faster than many people anticipate.
- A large IRA could create unexpected tax consequences. Discover why timing may matter more than many retirees realize.
- Most retirees picked guaranteed income over a lump sum. Their answer reveals an intriguing retirement mindset.
- Advisor fees can add up over time. A closer look may raise questions many investors never think to ask.
Subscribe or follow so you never miss an episode!
Check out Fire Your Financial Advisor on YouTube!
Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.
See omnystudio.com/listener for privacy information.
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).
