Retirement Pathfinder

Retirement Pyramid

October 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/

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