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Retirement Guilt: We Hesitate to Spend, Yet Overlook Advisor Fees

All our working lives, we dream of what we’ll do with the money we’ve saved and the newfound free time we’ve earned. Yet, upon reaching…

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Retirement Guilt: We Hesitate to Spend, Yet Overlook Advisor Fees


All our working lives, we dream of what we’ll do with the money we’ve saved and the…



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Why Do Most Advisors Still Base Their Fees on How Much Money You Have?


Recently, a publication targeted toward financial advisors published an article wondering if advisor fees based on assets…



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Dear Financial Advisor: “What Have You Done for Me Lately?”


As it turns out, “What Have You Done for Me Lately?” isn’t just a great song by…



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Mutual funds

When Mutual Funds Aren’t Mutually Beneficial


“Set it and forget it,” is the financial industry’s refrain for retirement success; as in, invest in…



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That Edward Jones is Up to No Good 


Maybe You Shouldn’t Hang Out with Eddie  In this adaptation from Golden Reserve Founder Greg Aler’s new…



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Seeing Beyond Emotions: The “Overnight Test” for Unbiased Investment Choices


“Making investment decisions is simple!” said no one ever. But what if there was a way to…



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Should I Give Up a Low Interest Rate to Downsize?


Downsizing is one of those ubiquitous practices that goes hand-in-hand with retirement, as if moving into your…



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Financial Misinformation: Can you trust the financial networks? [Radio Show]


How much should you watch or act on information and predictions that you see on financial TV?…



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