Expedition Retirement by Golden Reserve

250 Episodes

1. Does being a ‘fiduciary’ matter?

   Published: 3/14/2022
2. Market Downturn | Fiduciaries Explained | Hidden Mutual Fund Fees | IRA Tax Bomb | Planning for an Aging-Parent | Lump Sum Conundrum

   Published: 3/12/2022
3. Guest Tim Stallings Elder Law Attorney

   Published: 3/7/2022
4. Estate Planning: Wills, Trusts & Long-Term Care | Why clients leave Financial Advisors | Unnecessary Fees | Certified Financial Planner vs. Fee-Only Advisors

   Published: 3/5/2022
5. How to find unexpected jackpots in retirement

   Published: 2/28/2022
6. Crazy story from Las Vegas and how it relates to retirement planning | What are Asset-Protection Trusts? | No such thing as too little risk | How net worth becomes income | Annuities - The Dodge Ram o

   Published: 2/26/2022
7. Bonds are an outdated and dying option for retirees in 2022

   Published: 2/21/2022
8. Are you a good candidate for Roth conversion? | How will my retirement income be taxed? | The Widows & Kiddos penalties | Why it's more dangerous going down retirement mountain | Some in the financial

   Published: 2/18/2022
9. What type of help should you look for in retirement | Evaluating your 401(k) annuity | Advice about Crypto | Has Covid hurt retirement for women?

   Published: 2/11/2022
10. Retired? You don’t need a financial advisor

    Published: 2/8/2022