Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
The article we will discuss today has a fun breakdown of someone trying to plan for retirement with the help of AI and a real advisor. The author asks them the same questions and reveals the results. Would be a fun one to recap on your show and break down the nuances of planning that a robot just can’t understand (at least not yet).
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: 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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