Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
In this week's mailbag episode, Dan asks whether the changes in tax laws in recent years have affected the tax benefits of his charitable donations. Amy asks if her approach of not rushing to pay off debt, utilizing a Home Equity Line for major expenses, and prioritizing retirement savings is advisable. Listen in as Barbara and Phil tackle these questions (and a few more) in today's show!
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Practical Strategies for Protecting Retirees Against Scams & Fraud
Best of Mailbag Questions (Part 2)
Best of Mailbag Questions
Mailbag: Gifting Money, Financial Indecision, Retirement Spending, and More!
How One Overlooked Issue Can Sink Your Retirement
Are Your Good Money Habits Holding You Back?
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Patience Pays: The Power of Delayed Gratification
Mailbag: I’ve Maxed Out My 401(K)- Where Should I Invest Additional Money?
Retirement Planning’s “Hidden” Questions
Best Of Year End Planning Tips
Best Of Mailbag Questions
Dissecting Dave Ramsey’s Tik Tok Advice
AI vs a Real Advisor - Who Wins?
Building An Estate Plan With No Regrets
When It’s Time To Change Financial Advisors
Mailbag: I Fear A Recession - Should I Stop Contributing To My 401(k)?
Spotting Problematic Personalities of Rogue Advisors
Mailbag: Is My Account Too Small For My Advisor To Worry About?
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast