Expedition Retirement by Golden Reserve

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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 gettin...

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 k...

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

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

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