Episodes
Thursday Dec 19, 2019
Mailbag Questions, Part 2
Thursday Dec 19, 2019
Thursday Dec 19, 2019
Today's show is another mailbag edition. This time around we will answer how much risk is appropriate in retirement, consolidating multiple accounts, and more.
Important Links:
VA's Website: https://www.va.gov/pension/
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Thursday Dec 05, 2019
Finding Silver Linings In Bad Financial Situations
Thursday Dec 05, 2019
Thursday Dec 05, 2019
Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Thursday Nov 21, 2019
Estate Planning Mistakes
Thursday Nov 21, 2019
Thursday Nov 21, 2019
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Thursday Nov 07, 2019
Sabotaging Your Own Retirement
Thursday Nov 07, 2019
Thursday Nov 07, 2019
With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Thursday Oct 31, 2019
Mailbag Questions
Thursday Oct 31, 2019
Thursday Oct 31, 2019
We dip into the listener mailbag to answer questions on rental properties, 401(k) rollovers, how much money you need in retirement, and how a business owner can invest their profits.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Phone: (815) 399-9806
Thursday Oct 03, 2019
Why The Final Decade Of Work Is So Important
Thursday Oct 03, 2019
Thursday Oct 03, 2019
The last decade of your working life is a very important one from a retirement planning perspective. Let's talk about some of the things you want to be sure you address during that 10-year period.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Phone: (815) 399-9806
Thursday Sep 19, 2019
What Will The Next Market Crash Look Like?
Thursday Sep 19, 2019
Thursday Sep 19, 2019
Some people think we're on the cusp of the next stock market crash. Others predict that we're just due for a minor correction. But let's talk about what the next market crash might look like, even if we don't know when it will come.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Phone: (815) 399-9806
Thursday Sep 05, 2019
Busting The Biggest Financial Myths
Thursday Sep 05, 2019
Thursday Sep 05, 2019
Today’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Phone: (815) 399-9806
Thursday Aug 15, 2019
3rd & 4th Quarter Planning To-Do List
Thursday Aug 15, 2019
Thursday Aug 15, 2019
As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s podcast to find out.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Phone: (815) 399-9806
Thursday Aug 01, 2019
Why You Should Plan For Retirement With A Sense Of Urgency
Thursday Aug 01, 2019
Thursday Aug 01, 2019
Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency…