Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
The mailbag edition of the show gives us the chance to answer questions from folks like you around the Rockford area. We'll field questions about drawing social security from an ex-spouse, adjusting to the recent changes in the tax code, and whether it's possible to get long term care coverage without long term care insurance. Plus, Carrie has a question about an advisor who is "forcing" her to live on a budget. Do advisors often have rules and limitations they push their clients into? We'll ask Barbara if that's norm.
Things Nobody Says
End of Year Planning Tasks
The Customer Isn't Always Right
Is Right Now The Ideal Time For A Roth Conversion?
Mailbag: Going To Cash, Long-Term Care Policies
Following The Financial Commandments
Is It Too Good to Be True?
Is The Illinois Fair Tax Really Fair?
Here Are Some Easy Ways To Ruin Your Retirement
Financial Issues Particularly Challenging For Women
Mailbag: Bonds, REITs, & Paying Off The Mortgage
Survival Guide: Lessons Learned For The Next Stock Market Crash
Mailbag: Penalty Fees, Inheritance, Travel Budget, & Using A Trust In Your Plan
Why Is The Stock Market Going Up When The Economy Is Going Down?
Should You Be Wary Of Some Of Dave Ramsey’s Advice?
Mailbag Edition
Best Intentions, Bad Advice
The CARES Act
Solid Financial Truths
Coronavirus Update & Financial Dictionary
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The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast