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
How To Set Financial & Retirement Goals
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
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