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August 25th, 2024

Worries about finding the right financial advisor | The fallacy of "Stay the course, it’ll come back" | Having diversification in you tax planning | Retirement lessons from Paul McCartney and boneless chicken wings

  1. Worries about finding the right financial advisor | The fallacy of "Stay the course, it’ll come back" | Having diversification in you tax planning | Retirement lessons from Paul McCartney and boneless chicken wings Greg Aler 56:23

On this week’s show:

  • Her husband said, “You do all the retirement planning.” And she doesn’t trust financial advisors.
  • Did “stay the course” work this time, or should you see it differently?
  • Can boneless chicken wings have bones? And what can that teach us about retirement?

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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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