Mailbag: Retirement Dates, RMDs, Social Security & More!
Retirement Pathfinder with Barbara Lane & Phil Guske

Mailbag: Retirement Dates, RMDs, Social Security & More!

2024-05-02

We've got four great questions that we'll cover in today's mailbag episode. Tony asks whether, as a pastor, it's advisable for him to opt out of Social Security. David's wife is nine years younger than him, and he wonders if he should take out a large insurance policy on himself. Tune in to see what you can learn from these real-life scenarios!

 

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule A 15 Minute Consult: http://PathfinderChat.com

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