Retirement Potpourri: Fill In The Blank

Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!

 

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule A Meeting: http://PathfinderChat.com