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
Facing The 4 Major Realities of Retirement Planning
Mailbag - Getting Out of Real Estate, A Market Crash, Tax Brackets, Financial Books
Solving 4 Pain Points In Your Financial Life
Mailbag - Roth IRAs, Robo-Advisors, Tech Stocks
Episode #15: Mailbag - Cash Settlements, Social Security Taxes, Inheritance
Episode #14: The 5 Dangerous Mindsets That Can Sink Your Retirement
Episode #13: Mailbag - Social Security, Old Life Insurance Policies, and Market Crash Fears
Episode #12: Market Volatility And How You Should React
Episode #11: The Complications Of An Early Retirement
Episode #10: Important Financial Terms You Should Know
Episode #9: Solving The Financial Puzzle
Episode #8: Settle The Debate - Right Or Wrong
Episode #7: Mailbag - IRAs, 401(k)s, Short-Term Investing, Rental Properties
Getting Started: A Financial Plan’s First Steps
Mailbag: Too Much Life Insurance, Roth Accounts, Inflation, And Retirement Empowerment
Mailbag: Do I Have Enough For Retirement?
Storytime: A Few Of The Right Things
Mailbag: Ex-Husband's Social Security, Tax Changes, Long Term Care, And Living On A Forced Budget
An Important Question: How Do You Know?
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