Greg Aler
Greg Aler was born and raised in small town Ohio. College. Law School. Then off to one of the largest law firms in the world. Later, he went on to build three multi-million-dollar companies before the age of 40 – an elder care law firm, a financial services firm, and a real estate company. He is a perpetual disruptor; re-thinking and re-building industries that are too rich or too stubborn to change. Yet always, coming back to his roots and directing his companies (and his book) to fight for the people that get overlooked – hard-working everyday folks, like his parents. The other 95%-ers.
Greg has his own TV, Radio & Podcast Show—Expedition Retirement.
The only thing Greg loves more than cooking, scuba diving, boating and laughing with friends on his back porch, is being with his wife Fernanda, and three kiddos (Lilly, Lola & Louie).
Hey, I’m Greg. I spent the last two decades navigating the dangerous countryside of the legal and financial worlds. And there are wolves everywhere. Shockingly, most retirees have no idea what is going on with their money - or worse, what they’re being charged. So, I wrote an Amazon best-selling book, revealing the tactics of these financial wolves, to fulfill my life’s mission: to help hard-working retirees like my parents from Bellefontaine, Ohio, and give them an ally—a sheepdog—to fight back against this trillion-dollar bully. But I need your help. Join us as we fight back by “Firing Your Financial Advisor."
About Greg's Book
GREED. EXPLOITATION. AND SO MANY FEES. ALL HIDING IN PLAIN SIGHT.
That's your financial advisor. Whose services and advice have become the outdated VHS player of retirement.
In Fire Your Financial Advisor: 40 years of greed and exploitation of the American Retiree, and how you can fight back, Greg Aler tells the story of how the financial industry created a trillion-dollar empire by withholding information while over-charging and under servicing retirees regarding the real risks of retirement. Greg then introduces the Retirement Planner. This is a new guide who was built to replace the financial advisor and address the four largest risks in retirement today: IRA Taxes, Market Risk, Fees, and the skyrocketing costs of Long-Term Care.
"Greg makes things both fun and simple in a very important topic. He outlines and picks apart one of the biggest financial frauds impacting the majority of Americans. This book gives you the eyes to see through the marketing and stop the financial hemorrhaging that happens with mutual funds."
- Garrett Gunderson
New York Times Bestselling Author
Speaking Engagements
Greg's talk will put everyone’s Financial Advisor on the other side of the table for the first time ever and give him/her the ultimate performance review.
Greg dives into the history of an industry that has done little for retirees, and a lot for itself.
He shares excerpts from his recent book, what you should be thinking about or asking, and finally, how people should fire their financial advisor if they fail the review.
He closes with sharing what services retirees actually need, what they should pay—and who is best equipped to deliver. Get ready for a fun ride with humor, history and hopefully some much needed help too.
Book Greg for your next event: contact@goldenreserve.com
Book Excerpt
Can you imagine the dark mahogany paneled boardroom of folks in that meeting around 1980? I shake my head as I imagine a conversation that went something like this:
Ray: What do you think? We have millions of retirees ready to pay us to sell them investments. What should we charge them?
Ed: [Deep belly laugh] Does it really matter?
Ray: Get serious, Ed. We need to make sure we get ahead of this before those assholes Morgan and Merrill get to all this new 401(k) money before us.
Ed: [Ashes his Cohiba, and then takes a sip of Johnnie Blue] Ray, stop being such a boy scout.
The country is full of middle-class mules humping fifty-hour-week jobs to fill up their tiny retirement accounts. They don’t know the difference between preferred stock and livestock. Here is what we will do. We’ll charge them twice: once for our advice and again for the investments we sell them. We’ll bury our fees in the accounts and investment details, netting them off returns or adding them to losses. The retirees will never know how much, when, or how they are being charged. And so long as we can ride the market and put a few dollars of return in these dummies’ pockets, they’re not going to care how much we charge.
Ray: Ha, you are so right! I barely understand those mutual fund prospectus expense ratio calculations and I own my financial company. They will never figure it out. Where do we start fishing in this barrel?
Ed: I’ve already started, Mr. James. One word of advice... Stay away from the bigger cities where there is more competition and information available.