The conventional wisdom says spend taxable money first and leave your 401(k) alone. But is that always the right conversation? Greg takes a closer look at retirement withdrawal strategies, IRA taxes, and why following a one-size-fits-all rule may overlook important considerations.

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On this episode:

• If you give money to your kids in their 20s and 30s it can make a big difference in their life. But how do you do it without putting your retirement at risk?
• Many couples have an age gap of more than 5 years. How does that affect your retirement planning?

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On this episode:

• Retirees spent just 11.8% of their savings over 20 years, and almost half did it on purpose. So what are they saving it for?
• Most retirees put their energy into picking investments. Meanwhile, taxes could take up to 40% of their biggest account.
• Ask your advisor how many clients they have. Then do the math on how much of their time you're actually getting for that 1% fee.

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Check out The Fire Your Financial Advisor Retirement Show on YouTube!

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On this episode:

• A 63-year-old couple trusted the same advisor for 15 years. Then their son asked one simple question, and the answer was harder to hear than they expected.
• Two brothers started with $450,000. Ten years later, their balances looked almost identical, except one of them was carrying a $160,000 tax bill.
• An advisor says retirees in their 60s and 70s should keep 40% to 60% of their money in the market. Greg asks the question nobody else did: what's the reason?

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Check out The Fire Your Financial Advisor Retirement Show on YouTube!

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Jimmy Buffett left his wife $275 million. She can’t get it because it’s tied up in court.

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Check out The Fire Your Financial Advisor Retirement Show on YouTube!

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On this episode:

• What is the most important piece of your retirement plan?
• Many people are spending 10% of their savings in the first year of retirement. Is that too much?
• One advisor says the “tax time bomb” is no big deal.

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Check out The Fire Your Financial Advisor Retirement Show on YouTube!

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See omnystudio.com/listener for privacy information.

How do you decide if the advice you are getting is right for you when you get two differing opinions?

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Check out The Fire Your Financial Advisor Retirement Show on YouTube!

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On this episode:

• The up and down on interest rates. What works in your favor?
• We are now calling Kevin O'Leary, WEARY O'LEARY.
• A Will and a Trust is not enough without managing the details.
• He hates his job and he has the money...but the headlines are holding him back.

Subscribe or follow so you never miss an episode!

Check out The Fire Your Financial Advisor Retirement Show on YouTube!

Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.

See omnystudio.com/listener for privacy information.