Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. Join us as we demystify the transition process and equip you with the knowledge you need to make informed decisions about who is best suited to guide your financial future.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
How Procrastination Dooms Your Financial Future
Mailbag: Is Now The Time To Buy Stocks?
What They’re Saying: Analyzing Advice On Surviving A Bear Market
Why Retirement Planning Ain’t What It Used To Be
Investor Beware: Spotting Red Flags When Picking An Advisor
What You Need to Know About Reverse Mortgages
Is It Time to Panic?
Reasons You SHOULD Get Life Insurance
Common Housing Questions From Retirees
Mailbag: How Much Diversification Do I Need In My IRA?
How to Recognize Your Own Greed and Fight Against It
Mailbag: How Will A Divorce Affect My Retirement?
Who Even Needs a Financial Advisor?
Retirement Potpourri: Fill In The Blank
How ’The Great Resignation’ Could Impact You or a Loved One’s Retirement
22 Money Resolutions for 2022, Part 2
22 Money Resolutions for 2022, Part 1
Mailbag: Should I Take The Monthly Pension Or Lump Sum Payout?
Doomsday Scenario 2.1
Mailbag: How Often Should I Talk To My Financial Advisor?
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast