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 In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers.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
End of Year Planning Tasks
The Customer Isn't Always Right
Is Right Now The Ideal Time For A Roth Conversion?
Mailbag: Going To Cash, Long-Term Care Policies
Following The Financial Commandments
Is It Too Good to Be True?
Is The Illinois Fair Tax Really Fair?
Here Are Some Easy Ways To Ruin Your Retirement
Financial Issues Particularly Challenging For Women
Mailbag: Bonds, REITs, & Paying Off The Mortgage
Survival Guide: Lessons Learned For The Next Stock Market Crash
Mailbag: Penalty Fees, Inheritance, Travel Budget, & Using A Trust In Your Plan
Why Is The Stock Market Going Up When The Economy Is Going Down?
Should You Be Wary Of Some Of Dave Ramsey’s Advice?
Mailbag Edition
Best Intentions, Bad Advice
The CARES Act
Solid Financial Truths
Coronavirus Update & Financial Dictionary
How To Set Financial & Retirement Goals
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