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 […]
Why Do Most Advisors Still Base Their Fees on How Much Money You Have? Read More »
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
Dear Financial Advisor: “What Have You Done for Me Lately?” Read More »
“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
When Mutual Funds Aren’t Mutually Beneficial Read More »
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
That Edward Jones is Up to No Good Read More »
“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
Seeing Beyond Emotions: The “Overnight Test” for Unbiased Investment Choices Read More »
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
Financial Misinformation: Can you trust the financial networks? [Radio Show] Read More »
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
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
New RMD age increases to 73 in 2023. Is it actually a win for retirees? [Radio Show] Read More »
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
When Pensions Went Away, the Retail Financial Advisors Came Out to Play Read More »
Podcast: It seems like the Government has your back if your bank fails. Who has your back if you make a mistake in retirement? Full radio show from March 26,
Will the Banking Crisis Affect Your Retirement Money? [Radio Show] Read More »