Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be on your mind.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
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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