Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
Today, we're diving into a topic that affects everyone, regardless of age or financial status: How Age & Wisdom Impact Financial Planning. No matter where you are in life, your financial goals and priorities will change over time, and it's important to have a plan that reflects your unique needs. In this episode, we'll explore the ways in which age and wisdom impact financial planning strategies and provide practical tips and insights to help you make informed decisions about your finances.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Mailbag: Retirement Dates, RMDs, Social Security & More!
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?
Mailbag: Are Year-End Charitable Donations Still Tax-Beneficial?
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
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