Expedition Retirement by Golden Reserve

On this week's show: Having your money at risk may be ok when you’re young. What should your stock market risk be in retirement? The financial question no one can answer. Should you pay your conversion tax bill with savings or your IRA? Is your future annuity payment in danger because your insurance company is stretched? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

The last wishes of a family member should be spelled out in a will. But what if that will has surprises and causes family problems? It happens a lot. How can you avoid it? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

On this week's show: Why is 2025 a good year to retire? When Grandpa’s last wishes seem unfair. Worried about running out of money? One professor says go all in on the stock market. What will be your legacy when you are gone? Money or memories? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

The current model that Wall Street uses for financial planning is: The more you have, the more they get paid. Does the kid who mows your lawn charge more because of the price of your house? No. It’s a weird model and Golden Reserve is trying to change it. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

On this week's show: Thinking about your tax bill 20 years from now. Going from worry to wonder with your retirement. Wall Street’s model of paying for financial services works for them but not you. Those unused gift card are dead money. Do you have the same in your 401(k)? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

You can put a nice number in your retirement savings, get a handle on your Social Security and Medicare, and even have an allocation and withdrawal strategy for your accounts. But that is not even half the battle. Here are the Top 5 things people miss when they do their own retirement planning. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

On this week's show: Interest rates, the politics, the Fed, and the markets. What happened in 2024 and where are we going in 2025? The boulder people forget about in retirement planning. A million dollars should be enough in retirement savings…isn’t it? Want to do-it-yourself? Here are the Top 5 things people miss. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

We’ve seen it before: the big names in financial services paying huge fines. It’s happened again. This time with Edward Jones. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Many people have a year, an age, or even a date when they want to retire. Something interesting happens as soon as they set that date. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

On this week's show: There is a lot of optimism for 2025. Should you believe (and invest) in the hype? Uncle Sam tells you what to take from your 401(k) at age 73. Should you listen? Legal documents everyone should have. The ups and downs of taking Social Security while you are still working. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.