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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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Should You Go All In On The “Trump Bump?” | Should You Take Your Rmd And No More? | Don’t Die Without These 4 Documents | Should You Consider Taking Social Security While You Are Still Working? &Raquo; Image 2
Should you go all in on the “Trump Bump?” | Should you take your RMD and no more? | Don’t Die Without These 4 Documents | Should you consider taking Social Security while you are still working?

On this week's show: There is a lot of optimism for 2025. Should you believe (and invest) in the hype? Uncle Sam tells you what to take from your 401(k) at age 73. Should you listen? Legal documents …

On this week's show:…

On this week's show: There is a lot of optimism for 2025. Should you believe (and invest) in the hype? Uncle Sam tells you what to take from your 401(k) at age 73. Should you listen? Legal documents everyone should have. The ups and downs of taking Social Security while you are still working. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 59:39
Why Did A Caller Call Dave Ramsey Stupid? | Another Big Company Kills Their Pension Program | At Age 94 Warren Buffett Is Now Talking About Estate Planning | 5 Must Do’s 5 Years Before Retirement &Raquo; Image 2
Why did a caller call Dave Ramsey stupid? | Another big company kills their pension program | At age 94 Warren Buffett is now talking about estate planning | 5 Must Do’s 5 years before retirement

On this week's show: Dave Ramsey gets into it with a caller who disagrees with his investment philosophy. If you have a Pension, how do you determine whether to trust the company or take the lump sum…

On this week's show:…

On this week's show: Dave Ramsey gets into it with a caller who disagrees with his investment philosophy. If you have a pension, how do you determine whether to trust the company or take the lump sum? Five things that you should do five years before you retire. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 58:47
What A $653 Pizza Teaches Us About Retirement Planning &Raquo; Image 2
What a $653 Pizza Teaches Us About Retirement Planning

If you sit in the luxury box at the football game, you would think the food and drinks would be free…not so at Allegiant Stadium in Las Vegas. The better your seat, the more you pay…for EVERYTHING…

If you sit in the lu…

If you sit in the luxury box at the football game, you would think the food and drinks would be free…not so at Allegiant Stadium in Las Vegas. The better your seat, the more you pay…for EVERYTHING. This is not unlike how you get charged on your retirement accounts. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 12:17
Should You Believe The Market Predictions For 2025? | What A $653 Pizza Teaches Us About Retirement Planning | 3 Signs You Are Not Ready For Retirement | The One Thing People In Retirement Really Want &Raquo; Image 2
Should you believe the market predictions for 2025? | What a $653 pizza teaches us about retirement planning | 3 Signs you are not ready for retirement | The one thing people in retirement really want

On this week's show: Will the Trump bump continue? Is it full speed ahead or proceed with caution? What you pay for financial services depends on where you sit. How is your retirement readiness? What…

On this week's show:…

On this week's show: Will the Trump bump continue? Is it full speed ahead or proceed with caution? What you pay for financial services depends on where you sit. How is your retirement readiness? What do you value most, the Growth or protection of your Money? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 1:00:51
We Nuke The 4% Withdrawal Rule…Again! &Raquo; Image 2
We Nuke the 4% Withdrawal Rule…Again!

"As long as the stock market goes up, take 4% of your money and you’ll never run out." That’s the theory. Does it work? Subscribe or follow so you never miss an episode! Learn more at GoldenReser…

"As long as the stoc…

"As long as the stock market goes up, take 4% of your money and you’ll never run out." That’s the theory. Does it work? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 9:37
Does Your Social Security Decision Really Have To Be That Complicated? &Raquo; Image 2
Does your Social Security decision really have to be that complicated?

Some say that the decision of when you take Social Security could be your biggest decision in retirement. Greg disagrees, and many retirees feel the same way. Subscribe or follow so you never miss an…

Some say that the de…

Some say that the decision of when you take Social Security could be your biggest decision in retirement. Greg disagrees, and many retirees feel the same way. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 10:32
The Difference Between Facts And Feelings In Preparing For Retirement &Raquo; Image 2
The Difference Between Facts and Feelings in Preparing for Retirement

Most people agree on the big issues of retirement. But there is a difference between planning for the facts and planning through the emotions and uncertainty. Subscribe or follow so you never miss an…

Most people agree on…

Most people agree on the big issues of retirement. But there is a difference between planning for the facts and planning through the emotions and uncertainty. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 15:40
Most People Agree, These Are The Hardest Things About Retirement | Changes For 2025 With Your 401(K) | 3 Ways To Crash Your Retirement | Why Do People Ask For A Second Opinion And How Hard Is It To Switch Financial Advisors? &Raquo; Image 2
Most people agree, these are the hardest things about retirement | Changes for 2025 with your 401(k) | 3 ways to crash your retirement | Why do people ask for a second opinion and how hard is it to switch financial advisors?

On this week's show: What is real and what is perceived about retirement can be two different things. How do we plan for both? Some of you can put more in your 401(k) in 2025. Do you qualify? Avoid t…

On this week's show:…

On this week's show: What is real and what is perceived about retirement can be two different things. How do we plan for both? Some of you can put more in your 401(k) in 2025. Do you qualify? Avoid these spending mistakes in retirement. Why do people switch advisors and is it difficult to make that switch? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 58:26
How Will A Second Trump Presidency Affect Your Retirement Planning? &Raquo; Image 2
How Will a Second Trump Presidency Affect Your Retirement Planning?

Lower capital gains, eliminating taxes on Social Security, lower Estate taxes, and the deregulation of Wall Street. These are all issues that could affect your retirement. Will the next Trump administ…

Lower capital gains,…

Lower capital gains, eliminating taxes on Social Security, lower estate taxes, and the deregulation of Wall Street. These are all issues that could affect your retirement. Will the next Trump administration make it happen and how will it affect you? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 8:10
Will Retirement Planning Change Under Donald Trump? | 3 Things To Do After The Death Of A Loved One | 4 Common Purchases People Regret In Retirement | How To Get Over “The Fear Of Spending.” &Raquo; Image 2
Will retirement planning change under Donald Trump? | 3 things to do after the death of a loved one | 4 common purchases people regret in retirement | How to get over “The Fear of Spending.”

On this week's show: Each new administration has different ideas about taxes. How will a second Trump Presidency affect your Retirement Planning?  Estate Planning and Golden Reserve Partner Tim Stal…

On this week's show:…

On this week's show: Each new administration has different ideas about taxes. How will a second Trump Presidency affect your retirement planning?  Estate Planning and Golden Reserve Partner Tim Stallings joins us to talk about losing a loved one. Time Shares, Boats, RVs, and that trip to Alaska or Hawaii. Which of these will you regret in retirement? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 1:00:39
Is Your Retirement Plan Mcbroken? &Raquo; Image 2
Is your retirement plan McBroken?

McDonalds has finally fixed the problem with the shake machines by hiring an independent company to fix them. Why is it important to hire an independent financial advisor rather than going to the big …

McDonalds has finall…

McDonalds has finally fixed the problem with the shake machines by hiring an independent company to fix them. Why is it important to hire an independent financial advisor rather than going to the big box firms? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 6:19
What If 2025 Is A Down Year In The Stock Market? | The Banks Are Posting Record Profits, And You Are Paying For It | 3 Reasons To Have Good Debt In Retirement | Someone You Know Is Not Looking Forward To The Great Wealth Transfer &Raquo; Image 2
What if 2025 is a down year in the stock market? | The banks are posting record profits, and you are paying for it | 3 Reasons to have GOOD debt in retirement | Someone you know is not looking forward to the great wealth transfer

On this week's episode: Do you have a strategy for the next market pullback? Your next bank statement may show why banks are having a record year. There is good debt and bad debt. How much should yo…

On this week's episo…

On this week's episode: Do you have a strategy for the next market pullback? Your next bank statement may show why banks are having a record year. There is good debt and bad debt. How much should you carry into retirement? If you inherited some money, why would your financial advisor be worried? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 59:32
The Moment Your Negative Feelings About Retirement Turn Positive &Raquo; Image 2
The Moment Your Negative Feelings About Retirement Turn Positive

When we face an uncertain future, we get nervous. How can we help you turn your retirement worries into retirement confidence? Subscribe or follow so you never miss an episode! Learn more at GoldenRe…

When we face an unce…

When we face an uncertain future, we get nervous. How can we help you turn your retirement worries into retirement confidence? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 9:04
This Has Been A Record Year For Roth Conversions. Should You Be Looking At It? | Suze Orman Says $2 Million In Retirement Savings Is “Chump Change” | Four Ideas For Passing Down Money To Your Kids And Grandkids | The Moment Your Negative Feelings About Retirement Turn Positive &Raquo; Image 2
This has been a record year for Roth conversions. Should you be looking at it? | Suze Orman says $2 million in retirement savings is “Chump Change” | Four ideas for passing down money to your kids and grandkids | The moment your negative feelings about retirement turn positive

On this week's show: If most of your money is in a 401(k), here’s a question you should be asking. Suze Orman is at it again, saying you haven’t saved enough. Is she right? Tax-smart ideas of how…

On this week's show:…

On this week's show: If most of your money is in a 401(k), here’s a question you should be asking. Suze Orman is at it again, saying you haven’t saved enough. Is she right? Tax-smart ideas of how to pass money down to your family. Many of us are scared about the unknowns of retirement. How can you temper those fears? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 58:48
Everything You Need To Know About The Trump Tax Laws And If They Expire &Raquo; Image 2
Everything You Need to Know About the Trump Tax Laws and If They Expire

The Trump Tax Laws are set to sunset at the end of 2025. If he doesn’t win another term as President, it could happen sooner. Either way, what does this mean for you as a tax payer and a person appr…

The Trump Tax Laws a…

The Trump Tax Laws are set to sunset at the end of 2025. If he doesn’t win another term as President, it could happen sooner. Either way, what does this mean for you as a tax payer and a person approaching retirement? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 11:27
How Much Of Your Retirement Planning Should Be Uniquely You? | A Large Company Is Doing A Lot To Help Employees With Estate Planning | The Number One Regret Of Retirees | The Future Of The Trump Tax Cuts | Investing In Gold: A Risky Proposition &Raquo; Image 2
How much of your retirement planning should be uniquely you? | A large company is doing a lot to help employees with Estate Planning | The Number One Regret of Retirees | The Future of the Trump Tax Cuts | Investing in Gold: A Risky Proposition

On this week's show: Major League Baseball stadiums are all uniquely designed, with different dimensions. How unique should your retirement plan be? Google is stepping up it's estate planning benefit…

On this week's show:…

On this week's show: Major League Baseball stadiums are all uniquely designed, with different dimensions. How unique should your retirement plan be? Google is stepping up it's estate planning benefits for employees. Many people are delaying their retirement because they think they need more. Is that necessary? The Trump Tax Cuts may come to an end at the end of 2025. What does that mean for your retirement planning? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy info…

Listen · 57:15
Tax Free, Taxable, Tax Deferred. What Does It All Mean? &Raquo; Image 2
Tax Free, Taxable, Tax Deferred. What does it all mean?

You probably know your investments should be diversified. What is TAX diversification? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, …

You probably know yo…

You probably know your investments should be diversified. What is TAX diversification? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 8:26
What Will You Really Need Per Month In Retirement? | When Your Account Is Up, Should You Take Some Profits? | The Author Of The 401(K) Is Angry About How His Invention Has Turned Out | Five Things Older Retirees Regret About Retirement &Raquo; Image 2
What will you really need per month in retirement? | When your account is up, should you take some profits? | The author of the 401(k) is angry about how his invention has turned out | Five things older retirees regret about retirement

On this week's show: The financial media math on retirement savings just doesn’t add up. Is now a good time to pull some money out of the stock market? What is the preferred way to develop income i…

On this week's show:…

On this week's show: The financial media math on retirement savings just doesn’t add up. Is now a good time to pull some money out of the stock market? What is the preferred way to develop income in retirement? The way the 401(k) was designed is not the way it has turned out. Looking back, what would older retirees do differently? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Listen · 59:53

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