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October 21st, 2023

Should you make changes to your money due to global events? | 70% of people want this for their retirement plans but aren’t getting it | Scary financial villains for Halloween | Is part of your portfolio experiencing another 2008? | If you have an old annuity, can you trade up?

  1. Should you make changes to your money due to global events? | 70% of people want this for their Retirement plans but aren’t getting it | Scary financial villains for Halloween | Is part of your portfolio experiencing another 2008? | If you have an old annuity, can you trade up? Greg Aler 58:30
  • How much do wars and other global events affect our stock market?
  • 70% of Americans would leave their financial advisor if they don’t provide tax planning.
  • Is your Retirement plan a horror movie waiting to happen?
  • 2008 saw the market go down by over 50%. Many of us are holding positions doing the same thing.
  • Can you trade up to take advantage of these high interest rates?  

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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