Retirement Pathfinder

Retirement Pyramid

Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll structure retirement planning in the form of a pyramid and work our way through each level. You’ll learn the elements that make up the foundation of a plan and which conversations build on top of that initial base.

Important Links:

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

Schedule A Meeting: http://PathfinderChat.com

Mailbag: Should You Contribute To A Roth?

We have another mailbag edition of the show! This time around we discuss where to get money to start a business, RMD rules, and considerations for contributing to a Roth IRA.

Important Links:

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

Schedule A Meeting: http://PathfinderChat.com

Estate Planning With Special Guests Alex & Adam Agnew

Estate planning can be a commonly overlooked component of retirement planning. It can be an uncomfortable conversation to have with your family, but it can make a huge difference. Alex & Adam Agnew join us on today's show. We will discuss some of the rules that have changed regarding the stretch IRA, efficient trust strategies, and why it's important to avoid probate court.

Important Links:

Agnew Law Office Website: https://www.agnewlaw.com/

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

Schedule A Meeting: http://PathfinderChat.com

Just What the Financial Doctor Ordered

So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need.

Important Links:

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

Contact: http://pathfinderadvisory.com/contact/

What Makes Your Financial Advisor Tick

It’s time to peel back the curtain a little bit to learn about your financial advisor.

Important Links:

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

Contact: http://pathfinderadvisory.com/contact/

The Things That Don’t Matter… Until They Do

Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that rare occasion when you need one of those items, you’ll either be very glad that you have one, or really regretting the fact that you don’t. Let’s talk about some of the things in the financial world that don’t matter until they do.

Important Links:

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

Contact: http://pathfinderadvisory.com/contact/

4 Things You Must Know About Decumulation To Retire Successfully

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/

Mailbag: Is A Tax-Free Retirement Too Good To Be True?

We open up the mailbag on today's show to answer some of your questions. Some topics we cover today will be combining old 401(k) accounts, leaving an inheritance to children, and more.

Important Links:

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

Contact: http://pathfinderadvisory.com/contact/

Learning Through Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.

Important Links:

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

Contact: http://pathfinderadvisory.com/contact/

Financial Fact or Fiction

Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.

Important Links:

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

Contact: http://pathfinderadvisory.com/contact/

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