Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
We've had a lot of great listener questions come in, so we decided to make them the focus of this episode. Beverly asks if she is properly diversified given the large number of mutual funds in her portfolio. Amber is curious if she is on track to retire with the amount of money she has saved at age 55. Barbara and Phil tackle these questions and much more.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Spotting Problematic Personalities of Rogue Advisors
Mailbag: Is My Account Too Small For My Advisor To Worry About?
Biggest Money Mistakes In Retirement Planning
Are You Making These Common Retirement Excuses?
How Age & Wisdom Impact Financial Planning
A Comprehensive Dismantling Of 2023’s Top Social Security Myths
Mailbag: Should I Push My Retirement Date Back?
Retirement Savings Basics & What to Know About Silicon Valley Bank
Mailbag: What To Know About Inheriting An IRA
What’s Your Biggest Financial Fear?
Mailbag: Should I Use Two Advisors To Plan My Retirement?
2023 Edition: Checklist For Retirement Preparedness
Mailbag: Do I Need Life Insurance?
The Top 5 401(k) Mistakes You Need To Avoid
Mailbag: Paying Off Rental Mortgages, Retirement Vs College Funding, And More
Making Smart Decisions During Major Life Events
Mailbag: When Should I Get More Conservative With My Portfolio?
Most Common Retirement Planning Questions About Taxes
Mailbag: Should I Be Considering Roth Conversions?
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