Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals. But how can you separate the wheat from the chaff? How can you identify problematic personalities that might indicate an advisor isn't the right fit for you? We’ll find out in today’s episode as we explore how to identify “The Ghost," “The Jargon Juggler," “The Chameleon," and several more. And what should you do if you encounter them?
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)
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Mailbag: Gifting Money, Financial Indecision, Retirement Spending, and More!
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With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Mailbag: Are Year-End Charitable Donations Still Tax-Beneficial?
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Mailbag: I’ve Maxed Out My 401(K)- Where Should I Invest Additional Money?
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Dissecting Dave Ramsey’s Tik Tok Advice
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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)?
Mailbag: Is My Account Too Small For My Advisor To Worry About?
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