Tag: Tax Strategy
“Should I Own Gold?” (Ep. 20)

“Should I Own Gold?” (Ep. 20)

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Gold is in the headlines again. 

Prices are higher this year, we see gold ads on TV, and fear-based marketing may be convincing more retirees to convert their savings into precious metals. But is gold truly as safe as it’s perceived to be, or are investors falling for glitter over substance?

Dan Reese delivers a calm, factual look at the emotional and financial realities of gold investing. From physical bars to ETFs, Dan explains the pros, cons, and costly surprises many people overlook, especially when they’re acting out of fear.

Here’s what to expect:

  • The emotional appeal of gold and how it’s used in marketing
  • Why physical gold may cost more than you think to buy, sell, and store
  • How gold ETFs could offer a simpler, lower-cost option
  • Why timing, taxes, and diversification matter more than hype
  • And more!

Resources:

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The Danger of Not Knowing What You Don’t Know (Ep. 17)

The Danger of Not Knowing What You Don’t Know (Ep. 17)

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One of the biggest risks to your retirement may not be the market. It could be overconfidence.

Dan Reese examines the genuine risks of DIY financial planning, particularly in a world inundated with AI tools and financial influencers who oversimplify complex decisions. From emotional investing to overlooked tax landmines and Medicare surprises, Dan breaks down why retirement planning involves more than simply choosing investments.

You’ll learn how behavioral biases, sequence-of-return risk, and misunderstood withdrawal strategies may impact your financial future if overlooked.

What to expect:

  • Why investment planning is the “easy” part, but is rarely done well
  • The psychological traps of self-managing your money
  • Medicare costs, IRMAA, and the illusion of “free” healthcare
  • How a CFP helps you see what you don’t know and plan for what comes next
  • And more!

Resources:

Connect with Dan Reese CFP®:

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