In or Near Retirement?
You Need a Retirement Planner.
The tools and strategies you needed to climb Retirement Mountain are different from the ones you'll need to get down.
Get to know our Retirement Planners and you'll see why.
The tools and strategies you needed to climb Retirement Mountain are different from the ones you'll need to get down.
Get to know our Retirement Planners and you'll see why.
What Makes a Retirement Planner Different From a Financial Advisor?
Your retirement years are different from your working years. Before retirement it's all about grow, grow, grow.
In retirement it's about protect, protect, protect. That's why you need a different team: a team of Retirement Planners who can help you avoid the risks financial advisors may miss on your way down Retirement Mountain.
Find the Expedition Retirement Show Here
Tune in to Expedition Retirement TV and radio shows and turn down the risks to your retirement. Hear straight shooting, honest advice on protecting your assets from taxes, market risk, fees and long-term care.
ABC 6
NBC
WMAN 98.3
ABC 5
WTAM
610 WTVN
As Seen On
ABC 6
NBC
WMAN 98.3
ABC 5
WTAM
610 WTVN
Get Your Roadmap for RetirementSM
Protect yourself from four of the greatest risks to your retirement with a personalized Roadmap for RetirementSM.
Join Us For a Live Dinner Seminar
Like the popular TV and radio show, these no-charge dinner events are packed with critical tips and tools to get through retirement safely.
Get Your Roadmap for RetirementSM
Protect yourself from four of the greatest risks to your retirement with a personalized Roadmap for RetirementSM.
Join Us For a Live Dinner Seminar
Like the popular TV and radio show, these no-charge dinner events are packed with critical tips and tools to get through retirement safely.
Fire Your
Financial Advisor
Book
For years, financial advisors have abandoned retirees when they took their first steps in retirement, leaving them vulnerable at the summit to stumble over the obstacles on their way down.
The truth is, financial advisors are becoming obsolete, especially in retirement, because many of them lack the tools and expertise required to navigate the risks retirees face.
There's a better way for retirees to get down the mountain; we literally wrote the book on it.
Fire Your
Financial Advisor
Book
Forget what you know about planning for retirement. For years, the financial planning industry has left retirees woefully unprepared, and their money unprotected at the top of Retirement Mountain.
This book by Golden Reserve Founder, Greg Aler, is a riveting inside look at the history of retirement in the US, what the financial planning industry isn’t telling you and why the paradigm for retirement planning should soon change forever.
What Are the Retirement Boulders?
There are four major boulders most retirees will face on their way down the mountain.
Our Retirement Planners can help mitigate or eliminate these risks:
Tax Boulder
Without a plan to minimize your tax burden, you could lose as much as 40% of your IRA value to Uncle Sam. Learn more.
Market Risk Boulder
20% gains are great, but a 40% loss can be devastating, especially in retirement. In the event of a downturn, having too much risk could cost you big time. Learn more.
Fee Boulder
What’s hiding in your portfolio? Advisor fees and hidden investment costs can decrease your returns and erode your savings. Learn more.
Long-Term Care Boulder
Nursing homes can run $7,698 a month or more, and without a strategy to safeguard your assets, you could lose your home and life savings. Learn more.
What Are the Retirement Boulders?
There are four major boulders most retirees will face on their way down the mountain.
Our Retirement Planners can help mitigate or eliminate these risks:
Tax Boulder
Without a plan to minimize your tax burden, you could lose as much as 40% of your IRA value to Uncle Sam. Learn more.
Market Risk Boulder
20% gains are great, but a 40% loss can be devastating, especially in retirement. In the event of a downturn, having too much risk could cost you big time. Learn more.
Fee Boulder
What’s hiding in your portfolio? Advisor fees and hidden investment costs can decrease your returns and erode your savings. Learn more.
Long-Term Care Boulder
Nursing homes can run $7,698 a month or more, and without a strategy to safeguard your assets, you could lose your home and life savings. Learn more.