• Should You Move to Lower Taxes in Retirement?
    May 13 2025

    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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    9 mins
  • The Number One Retirement Fear Is Still Champ | Should We Follow What the Rich Guys Are Doing? | Bill Murray Talks About a Financial Frustration | When Your LTC Policy Becomes Unaffordable
    May 10 2025

    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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    57 mins
  • You Need Your Money to Grow, But Do You Need the Stock Market to Do It?
    May 6 2025

    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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    10 mins
  • Should You Be Moving Money Around in This Stock Market? | Did Your Financial Advisor Cover It…or Cover It Up? | How Uncle Sam Sees You as a Tax Mule | What has Better Odds, the Stock Market or Las Vegas?
    May 3 2025

    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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    58 mins
  • Important Things to Do (and Avoid) When Getting an Inheritance
    Apr 29 2025

    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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    8 mins
  • How Much Can You Lose? Evaluating Your Market Risk | Have You Locked Down Your Pension and Estate Plans? | What Hot Dogs can Teach Us About Retirement | Are You Afraid to Spend Your Retirement Savings?
    Apr 26 2025

    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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    57 mins
  • Should You Buy Gold?
    Apr 22 2025

    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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    7 mins
  • 4 Questions People are Currently Asking Their Retirement Planner
    Apr 19 2025

    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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    10 mins
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