Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
How Procrastination Dooms Your Financial Future
Mailbag: Is Now The Time To Buy Stocks?
What They’re Saying: Analyzing Advice On Surviving A Bear Market
Why Retirement Planning Ain’t What It Used To Be
Investor Beware: Spotting Red Flags When Picking An Advisor
What You Need to Know About Reverse Mortgages
Is It Time to Panic?
Reasons You SHOULD Get Life Insurance
Common Housing Questions From Retirees
Mailbag: How Much Diversification Do I Need In My IRA?
How to Recognize Your Own Greed and Fight Against It
Mailbag: How Will A Divorce Affect My Retirement?
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22 Money Resolutions for 2022, Part 1
Mailbag: Should I Take The Monthly Pension Or Lump Sum Payout?
Doomsday Scenario 2.1
Mailbag: How Often Should I Talk To My Financial Advisor?
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