Retirement Insights

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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When Trying to Get Rich is No Longer the Objective

April 12, 2023

Every once in a while, you hear someone say something so succinct and spot-on, you’re darn near convinced you should frame it and hang it on the wall. This one […]

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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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Why the U.S. is So Bad at Retirement

March 15, 2023

Golden Reserve Founder Greg Aler pulls back the curtain on how the trillion-dollar financial services industry is failing retirees in his new book Fire Your Financial Advisor. Read on for […]

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As the Mutual Fund Industry Grows, So Too Do the Problems for Retirees 

February 22, 2023

You don’t often hear the word trillion thrown around, unless we’re talking about the U.S. debt or GDP. But there’s another number that consistently lands in the 12-zero club: the […]

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Why Do People Hate Annuities? 

January 30, 2023

Poll your friends and family about annuities and you’re bound to get a lot of adverse reactions. They’ll likely cite at least one of these three things :  While these […]

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Here’s What to Know About Fixed Index Annuities

December 15, 2022

Call it the new kid on the block. Fixed index annuities (FIA) are a more recent offering in the world of annuities and we think they’re worthy of your attention. […]

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Why We Only Work with People In or Near Retirement

January 6, 2022

  Before you go on a journey, you probably check to make sure you have everything you need—like the appropriate tools and the right team lined up to help you […]

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How Much of Your IRA Belongs to Uncle Sam and What to Do About It

December 9, 2021

When you open your IRA statement, it’s hard not to feel excited when you see the number with all those zeroes behind it. But you know who else is excited? Uncle […]

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