Fighting Back

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

April 18, 2023

How much should you watch or act on information and predictions that you see on financial TV? Mom always told us, “consider the source.” How much should you believe on […]

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Phil Huff talks investments. Will Social Security be enough? Myth: All annuities are bad. If you write a check to the IRS, did you do something wrong? [Radio Show]

April 11, 2023

In this episode: What is different from the big box firms and Golden Reserve with investment planning? Article: Stop saving! Social Security will be enough. Are people who have success […]

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New RMD age increases to 73 in 2023. Is it actually a win for retirees? [Radio Show]

April 4, 2023

The new law raises the Required Minimum Distribution (RMD) age in two steps. The RMD age increases to 73 beginning in 2023. In 2033, the RMD age will further increase to […]

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When Pensions Went Away, the Retail Financial Advisors Came Out to Play

April 4, 2023

In this adaptation from Golden Reserve Founder Greg Aler’s new book, Fire Your Financial Advisor, we take a closer look at how the retail financial advisor became engrained in the […]

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Are you asking your financial planner the right questions?


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