Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. We'll discuss the new dynamics of managing your funds in a world where traditional saving methods are seeing better returns. Are these options now a viable part of a savvy investment strategy, or are there still better ways to make your money work harder for you?
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Mailbag Questions: 401(k) Limits, Multiple Advisors, & Socially Responsible Investing
Where to Find Bias in Financial Media
SECURE Act Changes
Which Excuses Keep You From Retiring?
Mailbag Questions, Part 2
Finding Silver Linings In Bad Financial Situations
Estate Planning Mistakes
Sabotaging Your Own Retirement
Mailbag Questions
Why The Final Decade Of Work Is So Important
What Will The Next Market Crash Look Like?
Busting The Biggest Financial Myths
3rd & 4th Quarter Planning To-Do List
Why You Should Plan For Retirement With A Sense Of Urgency
Mailbag - Nervous Spending, Forced Retirement & Professional Help
Mailbag - Dipping Into Retirement Savings, Switching Annuities, Company Stock
Storytime: Making Rare Recommendations
5 Simple Retirement Questions (That Are Hard To Answer)
Mailbag - Retiring Early, Inherited Rental Property, Stretch IRA, Down Markets
Facing The 4 Major Realities of Retirement Planning
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