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 In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers.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
Retirement Pyramid
Mailbag: Should You Contribute To A Roth?
Estate Planning With Special Guests Alex & Adam Agnew
Just What the Financial Doctor Ordered
What Makes Your Financial Advisor Tick
The Things That Don’t Matter… Until They Do
4 Things You Must Know About Decumulation To Retire Successfully
Mailbag: Is A Tax-Free Retirement Too Good To Be True?
Learning Through Uncommon Sense
Financial Fact or Fiction
Mailbag: Having A Mortgage In Retirement
Mailbag: Is It Wise To Go Back To Work After A Major Health Event?
Are You Flirting With Financial Disaster?
Mailbag: Grading A Financial Advisor's Performance
This Is Why You Never Assume
The Pathfinder Process
Tax Tips for 2021
Mailbag: When Is The Best Time To Get Back Into The Market?
Where All Our Financial Knowledge Comes From
Things Nobody Says
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast