Expedition Retirement by Golden Reserve

250 Episodes

1. The realities of 2022 and inflation

   Published: 5/23/2022
2. New versus old annuities for retirees

   Published: 5/23/2022
3. Greg interviews Bill Murray and his brothers

   Published: 5/23/2022
4. Is your “Check Retirement” light flashing? | Will you have to cut back your spending in retirement? | Is there an age where it is too late to talk about Long Term Care planning? | Greg interviews acto

   Published: 5/21/2022
5. Income or interstellar?

   Published: 5/16/2022
6. Dealing with the concern of losing money right before retirement | Vanguard’s Jack Bogle weighs in on the fee boulder | How is it that Wall Street’s best and brightest continue to fail? | What are the

   Published: 5/12/2022
7. Estate Planning Myths

   Published: 5/9/2022
8. How do taxes change in retirement? The penalties to avoid with a Tax Map.

   Published: 5/2/2022
9. As interest rates go up, what financial products get better? | When to consolidate investment accounts (listener call-in) | Dealing with the crisis moments of retirement. | How greed and retirement do

   Published: 4/30/2022
10. What do you have in your portfolio that needs to go out with that leisure suit?

    Published: 4/25/2022
11. Tax Freedom Day Doesn’t Exist | Uncle Sam’s RMD Catch | Emergency Care Planning (listener call-in) | The Financial Advisor Leisure Suit | A plan without a legal foundation may not be a plan

    Published: 4/23/2022
12. Passing money down to your kids…with limits

    Published: 4/18/2022
13. How advisors may “shrinkflate” your retirement | The good and bad of Robo-Advisors | Estate Planning 1, 2, 3 (listener call-in) | Shaquille O’Neal schools his kids | How to think about market risk rig

    Published: 4/16/2022
14. The Fee Boulder

    Published: 4/11/2022
15. A crash course on IRA tax planning in Retirement

    Published: 4/4/2022
16. How long does it take to develop a Roadmap for Retirement? | A listener asks about IRA tax protection | The family caregiver conundrums | Are we headed for a recession? | The 101 rules and tax penalti

    Published: 4/2/2022
17. What fees should you pay your advisor in retirement? Listener shares his concern about paying 1%, 2% or even 3% in retirement and wants to know how much it should really cost.

    Published: 3/28/2022
18. Interest Rates & Inflation – What’s Your Move? | FEES in Retirement [listener call-in] | When To Fire Your Advisor | Truth of Financial Shortcuts | Long-Term Care Planning | A $500k Retirement Rocket

    Published: 3/26/2022
19. How Your Financial Advisor Can Fail You In Retirement -- Particularly the Recent IRA Tax Changes

    Published: 3/21/2022
20. Your Retirement Checklist | Nursing Home Crisis Call-In | IRA Tax Rules Change Again | Hidden Retirement Fees & Costs | Tax Rates Will Probably Go Up | Realities of Retirement Life | Retirement Calcul

    Published: 3/19/2022