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When Clickbait Tries to Run Your Portfolio | The IRMAA Boogeyman and the IRA Tax Bomb | Bill Murray, Wrigley Green and a Memory That Hit Hard

  1. When Clickbait Tries to Run Your Portfolio | The IRMAA Boogeyman and the IRA Tax Bomb | Bill Murray, Wrigley Green and a Memory That Hit Hard Greg Aler 55:09

On this episode:

  • Headlines scream disaster—are you letting clickbait steer your Retirement plan and risk tolerance?
  • One Medicare premium bump can distract from the bigger IRA tax math—especially for spouses and heirs.
  • A neat rule of thirds sounds simple—until your goals, Emotions, and income needs refuse to fit the buckets.
  • DIY Investing feels great in your 60s—what happens when paperwork, Health, and life events collide in your 70s?

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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).