Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
The Beauty of Simplicity When Planning For Retirement
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)?
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