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4 Biggest Retirement Mistakes to Avoid in 2024 

July 15, 2024

Retirement should be a time of relaxation and enjoyment, not financial stress or regret. Unfortunately, many retirees find themselves facing challenges they didn’t anticipate due to common mistakes in planning.   […]

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Five Common Retirement Regrets: A Guide for Those Approaching or Already in Retirement

May 24, 2024

Retirement is a significant milestone, a time to reap the rewards of years of hard work and dedication. However, it’s also a time when some people find themselves facing unexpected […]

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

October 6, 2023

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 retirement, those dreams are sometimes […]

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

September 15, 2023

Recently, a publication targeted toward financial advisors published an article wondering if advisor fees based on assets under management (AUM) would soon be extinct. In just two sentences, this quote […]

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

August 10, 2023

As it turns out, “What Have You Done for Me Lately?” isn’t just a great song by Janet Jackson. It’s also a great question for your financial advisor; one that […]

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When Mutual Funds Aren’t Mutually Beneficial

August 2, 2023

“Set it and forget it,” is the financial industry’s refrain for retirement success; as in, invest in mutual funds, don’t touch the money, and let the magic of compound interest […]

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Dear America, Thank you.

July 1, 2023

I know it must be hard. Leading 194 countries for the last 125 years. It’s thankless work. Pioneering, revolutionizing and maintaining almost every freedom that the world enjoys. Building the […]

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That Edward Jones is Up to No Good 

June 21, 2023

Maybe You Shouldn’t Hang Out with Eddie  In this adaptation from Golden Reserve Founder Greg Aler’s new book, Fire Your Financial Advisor, we examine the villainous role Edward Jones has played […]

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

May 16, 2023

“Making investment decisions is simple!” said no one ever. But what if there was a way to see such decisions with unbiased clarity? Behold, The Overnight Test.   In a recent […]

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Should I Give Up a Low Interest Rate to Downsize?

April 27, 2023

Downsizing is one of those ubiquitous practices that goes hand-in-hand with retirement, as if moving into your Golden Years is marked by a literal move into a new home. But […]

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