Retirement Pathfinder

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:

Pathfinder Wealth Management:

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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:


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