Retirement Pathfinder with Barbara Lane & Phil Guske
Episodes
Thursday Jul 16, 2020
Survival Guide: Lessons Learned For The Next Stock Market Crash
Thursday Jul 16, 2020
Thursday Jul 16, 2020
So, we’ve all experienced what a market crash feels like in recent memory. If you had forgotten what it felt like in 2008, then 2020 should have been a sobering reminder of what it’s like to experience that sudden market drop. Now, we don’t know when the next market crash will come. Will rising virus cases now or a resurgence in the fall cause another one? Will the lead up to, or result of, the election cause turbulence? We just don’t know what factor is going to come along and serve as the catalyst for the problem. But what we can do is follow some basic rules to ensure we don’t lose our shirts next time the arrow on the graph tumbles down.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Thursday Jul 02, 2020
Mailbag: Penalty Fees, Inheritance, Travel Budget, & Using A Trust In Your Plan
Thursday Jul 02, 2020
Thursday Jul 02, 2020
On today's show, we answer questions that have come in the mailbag. We discuss if it's worth paying a penalty fee on a variable annuity, letting your children know about their inheritance, how to budget for travel, and if incorporating a trust in your plan is a good strategy.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/