Retirement Pathfinder

Mailbag Edition

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/

Best Intentions, Bad Advice

Barbara and Phil will provide an update on conversations they've had with clients about the Coronavirus and then move into a discussion on where you're getting financial advice from.

Important Links:

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

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

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