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 In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers.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
Mailbag Questions: 401(k) Limits, Multiple Advisors, & Socially Responsible Investing
Where to Find Bias in Financial Media
SECURE Act Changes
Which Excuses Keep You From Retiring?
Mailbag Questions, Part 2
Finding Silver Linings In Bad Financial Situations
Estate Planning Mistakes
Sabotaging Your Own Retirement
Mailbag Questions
Why The Final Decade Of Work Is So Important
What Will The Next Market Crash Look Like?
Busting The Biggest Financial Myths
3rd & 4th Quarter Planning To-Do List
Why You Should Plan For Retirement With A Sense Of Urgency
Mailbag - Nervous Spending, Forced Retirement & Professional Help
Mailbag - Dipping Into Retirement Savings, Switching Annuities, Company Stock
Storytime: Making Rare Recommendations
5 Simple Retirement Questions (That Are Hard To Answer)
Mailbag - Retiring Early, Inherited Rental Property, Stretch IRA, Down Markets
Facing The 4 Major Realities of Retirement Planning
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