Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
In this week's mailbag episode, Dan asks whether the changes in tax laws in recent years have affected the tax benefits of his charitable donations. Amy asks if her approach of not rushing to pay off debt, utilizing a Home Equity Line for major expenses, and prioritizing retirement savings is advisable. Listen in as Barbara and Phil tackle these questions (and a few more) in today's show!
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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