Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
Join us for a great mailbag episode today! This is your chance to gain valuable insights from the financial questions of our listeners. In today's show, Chris asks where to invest additional money for retirement since he is already maxing out his 401(k). Tony asks if he needs a will, trust, or both to evenly split two rental properties between his sons after he passes. Tune in to see how Barbara and Phil answer these questions and more.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Retirement Pyramid
Mailbag: Should You Contribute To A Roth?
Estate Planning With Special Guests Alex & Adam Agnew
Just What the Financial Doctor Ordered
What Makes Your Financial Advisor Tick
The Things That Don’t Matter… Until They Do
4 Things You Must Know About Decumulation To Retire Successfully
Mailbag: Is A Tax-Free Retirement Too Good To Be True?
Learning Through Uncommon Sense
Financial Fact or Fiction
Mailbag: Having A Mortgage In Retirement
Mailbag: Is It Wise To Go Back To Work After A Major Health Event?
Are You Flirting With Financial Disaster?
Mailbag: Grading A Financial Advisor's Performance
This Is Why You Never Assume
The Pathfinder Process
Tax Tips for 2021
Mailbag: When Is The Best Time To Get Back Into The Market?
Where All Our Financial Knowledge Comes From
Things Nobody Says
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