Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 4 things you must know about decumulation to retire successfully.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
How To Set Financial & Retirement Goals
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
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