Retirement Pathfinder with Barbara Lane & Phil Guske
Episodes
Thursday Mar 18, 2021
This Is Why You Never Assume
Thursday Mar 18, 2021
Thursday Mar 18, 2021
We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Thursday Mar 04, 2021
The Pathfinder Process
Thursday Mar 04, 2021
Thursday Mar 04, 2021
We spend a lot of time on the podcasts covering general financial topics, but we have not explained the Pathfinder Process that Barbara and Phil use everyday in their practice. They'll discuss the three stages of their process, the various topics they will ask about, and the importance of educating their clients.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/