Retirement Pathfinder with Barbara Lane & Phil Guske
Episodes
Thursday Jul 22, 2021
4 Things You Must Know About Decumulation To Retire Successfully
Thursday Jul 22, 2021
Thursday Jul 22, 2021
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/
Thursday Jul 01, 2021
Mailbag: Is A Tax-Free Retirement Too Good To Be True?
Thursday Jul 01, 2021
Thursday Jul 01, 2021
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/