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June 29th, 2024

In studio guest estate planning attorney Tim Stallings on wills, trusts, and cognitive testing | How many of us have reached 1 million dollars in retirement saving? | 5 signs you may be better off in retirement than you think | Annuity myths busted

  1. In studio guest estate planning attorney Tim Stallings on wills, trusts, and cognitive testing | How many of us have reached 1 million dollars in Retirement saving? | 5 signs you may be better off in Retirement than you think | Annuity myths busted Greg Aler 57:04

On this week’s show:

  • Do you need a financial planner AND an attorney for Retirement?
  • How an Asset Protection Trust could help.
  • Would you take a test that predicts if you could get dementia?
  • How many people have saved a million dollars for Retirement?
  • Five qualities that show you may be more ready for Retirement than you think.
  • Talking about the subject of Greg’s next book…The “A” word.   

See omnystudio.com/listener for privacy information.

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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