Episodes
4 days ago
4 days ago
Many dream of retiring early, but few consider the financial strain and emotional toll that can follow without a clear plan.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday May 15, 2025
Why Knowing What’s in Your Portfolio Could Make or Break Your Retirement
Thursday May 15, 2025
Thursday May 15, 2025
As retirement grows longer for many Americans, a simple question—what’s actually in your portfolio—could be the key to lasting financial security.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday May 01, 2025
Making Your Retirement Savings Last
Thursday May 01, 2025
Thursday May 01, 2025
Many approaching retirement struggle with balancing savings, debt, and financial tools like annuities — here’s how to build a strategy that will be better tailored to you.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday Apr 17, 2025
Building a Flexible and Sustainable Retirement Plan
Thursday Apr 17, 2025
Thursday Apr 17, 2025
Learn why planning for retirement goes beyond saving and how understanding your expenses and investment strategy can help ensure a comfortable future.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Friday Apr 04, 2025
How Inflation Can Impact Your Retirement and How to Plan for It
Friday Apr 04, 2025
Friday Apr 04, 2025
Learn why being too conservative with your investments in retirement could put your savings at risk and how a diversified portfolio can help protect you from rising inflation.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday Mar 20, 2025
How to Avoid Tax Pitfalls and Prepare for Rising Healthcare Costs in Retirement
Thursday Mar 20, 2025
Thursday Mar 20, 2025
Learn how managing your retirement income and planning for healthcare expenses can help you retire with confidence and avoid unexpected financial challenges.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday Mar 06, 2025
Three Key Principles to Build Wealth for Retirement
Thursday Mar 06, 2025
Thursday Mar 06, 2025
Learn how paying yourself first, finding a mentor, and understanding compound interest can set you up for a secure financial future.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday Feb 20, 2025
Thursday Feb 20, 2025
Discover key strategies for retirement, from diversifying investments and understanding Roth accounts to preparing a backup plan for rental property income.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday Feb 06, 2025
Medicare Limits and Avoiding Overspending in Retirement
Thursday Feb 06, 2025
Thursday Feb 06, 2025
Learn the critical details about Medicare coverage and how to stay financially secure by managing spending in retirement.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday Jan 16, 2025
Retirement Risk: Protecting Your Nest Egg
Thursday Jan 16, 2025
Thursday Jan 16, 2025
Discover why reducing risk, building trust with your advisor, and smart planning are the keys to a stress-free retirement in this insightful mini-podcast.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/