Retirement Pathfinder with Barbara Lane & Phil Guske
Episodes
Thursday Oct 21, 2021
Retirement Pyramid
Thursday Oct 21, 2021
Thursday Oct 21, 2021
Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll structure retirement planning in the form of a pyramid and work our way through each level. You’ll learn the elements that make up the foundation of a plan and which conversations build on top of that initial base.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
Thursday Oct 07, 2021
Mailbag: Should You Contribute To A Roth?
Thursday Oct 07, 2021
Thursday Oct 07, 2021
We have another mailbag edition of the show! This time around we discuss where to get money to start a business, RMD rules, and considerations for contributing to a Roth IRA.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com