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/
Thursday Feb 18, 2021
Tax Tips for 2021
Thursday Feb 18, 2021
Thursday Feb 18, 2021
As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Thursday Feb 04, 2021
Mailbag: When Is The Best Time To Get Back Into The Market?
Thursday Feb 04, 2021
Thursday Feb 04, 2021
On this week's podcast, Barbara and Phil answer some mailbag questions that have come into the show. They discuss when is the best time to get back into the stock market, using life insurance as retirement income, and much more.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Thursday Jan 21, 2021
Where All Our Financial Knowledge Comes From
Thursday Jan 21, 2021
Thursday Jan 21, 2021
Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google? This week we'll find out how Barbara and Phil grew into the financial advisors they are today.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Thursday Jan 07, 2021
Things Nobody Says
Thursday Jan 07, 2021
Thursday Jan 07, 2021
You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Monday Dec 28, 2020
End of Year Planning Tasks
Monday Dec 28, 2020
Monday Dec 28, 2020
Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Thursday Dec 03, 2020
The Customer Isn't Always Right
Thursday Dec 03, 2020
Thursday Dec 03, 2020
In the retail world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Wednesday Nov 25, 2020
Is Right Now The Ideal Time For A Roth Conversion?
Wednesday Nov 25, 2020
Wednesday Nov 25, 2020
Happy Thanksgiving to all of our listeners! We are so thankful to each of you who tune into the podcasts regularly. Your feedback and input is invaluable. On this episode, Barbara and Phil will assess the country's debt and tax situation as we wrap up 2020 and discuss why right now, before the end of the calendar year, might be the best time to do a Roth conversion. Make sure to listen to this episode right away in case you need to take action before Dec 31st.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Thursday Nov 05, 2020
Mailbag: Going To Cash, Long-Term Care Policies
Thursday Nov 05, 2020
Thursday Nov 05, 2020
Today's podcast is dedicated to answering questions that have come in from our listeners. A few topics we cover are long-term care policies, worries about the market, passing money down, and much more!
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/