Episodes
Thursday Oct 02, 2025
Retiring Soon? Here’s Why a Down Market Isn’t the Only Thing to Plan For
Thursday Oct 02, 2025
Thursday Oct 02, 2025
Beyond finances, we'll look at how retirees can prepare mentally and emotionally for what comes next.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday Sep 18, 2025
Saving Too Little, Living Too Long: Retirement by the Numbers
Thursday Sep 18, 2025
Thursday Sep 18, 2025
Data shows that many Americans are drastically underprepared for their retirement, but there’s still time to shift your strategy.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday Sep 04, 2025
The IRS: Your Silent Retirement Partner
Thursday Sep 04, 2025
Thursday Sep 04, 2025
If your savings are in pre-tax accounts, future tax increases could shrink what you keep. Listen in and learn how you can maximize what you take home.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday Aug 21, 2025
The Hidden Risks of Retirement: What Most People Don’t Plan For
Thursday Aug 21, 2025
Thursday Aug 21, 2025
From unexpected long-term care costs to hidden taxes and running out of money, this report breaks down the retirement threats that not everybody sees coming.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday Aug 07, 2025
Avoiding A Retirement Tax Time Bomb
Thursday Aug 07, 2025
Thursday Aug 07, 2025
The wrong savings strategy today could lead to massive tax bills later. Listen in and learn how to avoid paying more taxes on your retirement accounts than necessary.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday Jul 17, 2025
Thursday Jul 17, 2025
Learn how to realistically plan for your retirement income, avoid costly mistakes with long-term care, and safeguard your estate with expert advice.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday Jul 03, 2025
3 Retirement Moves You Can’t Afford to Get Wrong
Thursday Jul 03, 2025
Thursday Jul 03, 2025
This fresh look at retirement planning highlights the importance of outpacing inflation, getting educated, and making smart decisions about when to claim Social Security.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday Jun 19, 2025
Weathering the Storm: Retirement Planning in Volatile Markets
Thursday Jun 19, 2025
Thursday Jun 19, 2025
Even in unpredictable markets, a long-term retirement strategy can help you stay on track and avoid costly mistakes.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday Jun 05, 2025
Thursday Jun 05, 2025
Many dream of retiring early, but few consider the financial strain and emotional toll that can follow without a clear plan.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Thursday May 15, 2025
Why Knowing What’s in Your Portfolio Could Make or Break Your Retirement
Thursday May 15, 2025
Thursday May 15, 2025
As retirement grows longer for many Americans, a simple question—what’s actually in your portfolio—could be the key to lasting financial security.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/







