Expedition Retirement by Golden Reserve

Expedition Retirement by Golden Reserve

The Expedition Retirement by Golden Reserve podcast is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.

Episodes

June 3, 2025 5 mins

When you get into retirement, you’ll pay fewer taxes…right? Not always. We have a story that shows how important it is to consider IRA-to-Roth conversions in your 60s.

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On this episode:

  • Developing a “pension-like” income.
  • Is your Financial Advisor communicating or are you in a blackout?
  • A possible snag in the IRA-to-Roth conversion.

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Greg Aler talks about minimizing taxes on your IRA and 401k in retirement, how improper tax planning could cost you half your savings and strategies to help you keep more of your money.

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The fear of running out of money in retirement is real, even for people with a lot of savings. What will it take to give you the confidence to spend and enjoy your retirement?

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May 20, 2025 7 mins

ATM fees, checking account fees, airport baggage fees... it adds up. It may pale in comparison to the fees you will pay in retirement. How does Golden Reserve fight it?

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On this episode:

  • Buy and hold. Keep politics out of your investing. Don’t lose money. Can we still follow Warren Buffett’s advice?
  • The huge unseen financial bill in retirement.
  • Many baby boomers are rolling out of their IRAs and 401(k)s. Watch out for these missteps.

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See omnyst...

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Many people move to warmer weather in retirement. What about moving to lower taxes? Some states like Florida and Texas can give you both. Is it worth it?

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On this episode:

  • Some studies say people would rather die than run out of money. Golden Reserve can help with our Income Forecast. 

  • The "rich guys" sold stock to bolster their cash reserves. Should you do the same?

  • Long Term Care policies are expensive, and the rates keep going up. What can you do?

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Many of us have resigned ourselves to: You need your money to grow, so I have to be in the stock market.... Is that true?

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On this episode:

  • In retirement, should you be in the stock market at all?
  • THIS could cost you $300 thousand or more in retirement.
  • Uncle Sam looks at your 401(k) like a big juicy steak.

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Estate Planning Attorney Tim Stallings joins us to discuss what most people do (and what they shouldn’t do) when getting an inheritance.

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On this week's episode:

  • Is Chasing Stock Gains Worth the Stress in Retirement?
  • The Power of Roth Conversions
  • Annuities: The Missing Piece in Your Retirement Plan?
  • Are Your Retirement Dreams Getting Lost in Market Noise?

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April 22, 2025 6 mins

You see the commercials about it all the time, especially when the market is volatile. Is gold something you should be looking into?

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What do you want to know about your money right now? We look at an article that boils it down to 4 questions.

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We know markets go up and down, but when we see a plunge, it always seems to take us by surprise. How do you stop the losses and prevent this from happening in the future?

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On this week's episode:

  • Is your financial advisor’s advice helpful during this market volatility?
  • Spending YOUR money vs THEIR money in retirement.
  • Why this might be a great time for an IRA-to-Roth conversion.

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See omnystudio.com/listener for privacy information.

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April 8, 2025 8 mins

William Bengen created the 4% rule in the 1990s. Now, Bengen says INCREASE your exposure to stocks while you’re IN retirement. Greg disagrees…LOUDLY.

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On this episode:

  • How Wall Streets’ concerns and your concerns aren’t the same.
  • Gold is going up, should you consider investing?
  • More “paint by numbers” advice from the national financial media that isn’t helping.

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Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.

See omnystudio.com/listener for privacy informa...

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Are you prepared for the rising costs of long-term care in retirement? The average cost is now $10,000 a month and could double in the next 25 years. Many retirees mistakenly believe Medicare will cover these expenses, while in reality, it does not. Are there legal solutions that can safeguard your estate and ensure you can afford quality care? Greg discusses.

See omnystudio.com/listener for privacy information.

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On this episode:

  • $1.5 million, $1.6, $1.7....the number keeps going up. How do you figure out your number?

  • Financial advisors charge by how much you have saved. Why?

  • When you look back on your life, will you leave memories, or money? And which is most important?

  • Financial headlines can make you dizzy. How do you filter the facts from the fiction?

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Learn more at Gol...

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