Expedition Retirement

If you have a financial advisor, do you know what you’re paying them each year? Probably not, because the system they’ve built doesn’t include you writing a check each year. But 1 or 2 percent...

Higher interest rates have people moving away from the stock market. 30 percent of people do all their own investing, until they get to retirement. What brings on the change? If you watch for...

We are conditioned to look at a few things: Our rate of return and our account balance. While those are important factors, there are so many others that are glossed over by the financial industry. At...

What goes into figuring out your REAL rate of return? How the Golden Reserve Tax Map can lower your tax bill in retirement. The biggest investment company in the world is recommending taking your...

We’ve all seen the anti-annuity commercials from Ken Fisher. Is he telling the truth? What is his motivation? Greg breaks it down line by line. #Retirement #RetirementPlanning #RetirementPlanner...

They say you’ll be in a lower tax bracket in retirement. Is it true? What could the Social Security cutbacks cost you? What you need to know about the term fiduciary? How much of the bad press...

What good is that fancy leather bound binder with your financial plan when it’s sitting in a drawer someplace?

There are only 7 stocks holding up the S&P 500. How the airlines and the financial industry lie to you. What good is that financial plan without the planning? Is it ok to get into your principle...

Over the next few years, over one third of financial advisors will retire. Where does that leave you? Do you stick with the kid they assigned you to or find someone new?

Why are 94% of advisors talking to their clients about going back to work? There is good debt and bad debt. What about your mortgage? Are all those radio and TV commercials right about gold? My...

The Golden Reserve Long Term Care Compass is a part of every Roadmap for Retirement. Greg discusses ways to deal with the rising cost of Long-Term Care without buying insurance.

New 401(k) rules that you need to be aware of. How long can this stock market go without tipping into recession? Should your CPA be your retirement planner? Long Term Care insurance is only...

Why does every Golden Reserve Roadmap for Retirement include the fee filter? This story is a perfect example. It’s not just the fees on the big millionaire accounts. It’s over-charging on the...

What will it take for you to go into retirement with confidence? The Golden Reserve Fee Filter is a part of every Roadmap for Retirement. Today we tell you why. You need to replace your paycheck in...

Many of us put things off until the last minute. Putting off doing the math on your retirement can have consequences. We talk about making today “Day One” of retirement planning.

When will you seek out retirement advice? Someday? Or will you make today “Day one”? Are you overexposed to stock market risk because you are trying to “catch up”? What can we learn from...

Your 401(k) is infested with taxes. Your 401(k) has limited investment choices. Your 401(k) can have unnecessary fees. Your 401(k) does not end in a check like a pension. When it comes to retirement...

How can you be master of your money and not allow your money to be the master of you? Historically the market returns 7 to 8%. What if we saw an extended time of only 2% returns? Why are lawsuits...

If you like to visit a casino, it’s not shocking that the rules on some of the games are changing in favor of the house. Many people feel that way about the financial industry. How do you identify...

A survey was done about what it takes to be rich. While everyone had a big number in mind, the survey also found that many people aren’t looking at that number and have other definitions of what it...