Episodes
Thursday Oct 05, 2023
Dissecting Dave Ramsey’s Tik Tok Advice
Thursday Oct 05, 2023
Thursday Oct 05, 2023
Dave Ramsey is well known for his no-nonsense approach to personal finance, particularly in the areas of budgeting, debt management, and wealth-building. He has gained a significant following through various media platforms, including books, radio shows, podcasts, live events, and more recently, Tik Tok. Tune in as we peel back the layers of Dave’s bite sized Tik Tok advice and share our thoughts beyond the clips.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Thursday Sep 21, 2023
AI vs a Real Advisor - Who Wins?
Thursday Sep 21, 2023
Thursday Sep 21, 2023
The article we will discuss today has a fun breakdown of someone trying to plan for retirement with the help of AI and a real advisor. The author asks them the same questions and reveals the results. Would be a fun one to recap on your show and break down the nuances of planning that a robot just can’t understand (at least not yet).
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Thursday Sep 07, 2023
Building An Estate Plan With No Regrets
Thursday Sep 07, 2023
Thursday Sep 07, 2023
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. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Thursday Aug 17, 2023
When It’s Time To Change Financial Advisors
Thursday Aug 17, 2023
Thursday Aug 17, 2023
In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. Join us as we demystify the transition process and equip you with the knowledge you need to make informed decisions about who is best suited to guide your financial future.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Thursday Aug 03, 2023
Mailbag: I Fear A Recession - Should I Stop Contributing To My 401(k)?
Thursday Aug 03, 2023
Thursday Aug 03, 2023
We've got some great listener mailbag questions lined up for today's show! Bruce says that he fears a recession and wonders if he should stop contributing to his 401(k) for a while. Andy asks whether he should continue paying extra on his house to have it paid off by retirement, considering the advice he's received about needing a mortgage for a tax deduction during retirement. Tune in and see what you can learn from these mailbag questions!
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Thursday Jul 20, 2023
Spotting Problematic Personalities of Rogue Advisors
Thursday Jul 20, 2023
Thursday Jul 20, 2023
Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals. But how can you separate the wheat from the chaff? How can you identify problematic personalities that might indicate an advisor isn't the right fit for you? We’ll find out in today’s episode as we explore how to identify “The Ghost," “The Jargon Juggler," “The Chameleon," and several more. And what should you do if you encounter them?
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Thursday Jun 29, 2023
Mailbag: Is My Account Too Small For My Advisor To Worry About?
Thursday Jun 29, 2023
Thursday Jun 29, 2023
We're back with another mailbag episode this week. We've got some great listener questions lined up for today's show. Kate asks how to stop financially supporting her 27-year-old son without setting him up for failure. Laura asks if her account is too small for her financial advisor to worry about. Tune in and see what you can learn from these mailbag questions!
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Thursday Jun 15, 2023
Biggest Money Mistakes In Retirement Planning
Thursday Jun 15, 2023
Thursday Jun 15, 2023
In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 4 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. Join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement. But before we dive in, Barbara and Phil will reflect on the current financial environment.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Thursday May 25, 2023
Are You Making These Common Retirement Excuses?
Thursday May 25, 2023
Thursday May 25, 2023
In today's episode, we're diving into the 4 common excuses that people often use to keep from retiring. Taking the leap and deciding to retire can be daunting. Whether you love your career, are afraid of being bored after you leave the workforce, or are simply afraid that you can't retire, Barbara and Phil will help you get over that hurdle so that you can move on to the next chapter of your life with ease. Join us as we discuss the importance of having a clear retirement plan that you can feel confident in.
Check out Pathfinder Wealth's upcoming class:
Class: Taxes in Retirement
Where: Rock Valley College – Woodward Technology Center
Time: 11:00-12:15 on Monday, June 5 and Wednesday, June 7, 2023.
Address: 3301 N. Mulford Road
Rockford, IL
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Thursday May 04, 2023
How Age & Wisdom Impact Financial Planning
Thursday May 04, 2023
Thursday May 04, 2023
Today, we're diving into a topic that affects everyone, regardless of age or financial status: How Age & Wisdom Impact Financial Planning. No matter where you are in life, your financial goals and priorities will change over time, and it's important to have a plan that reflects your unique needs. In this episode, we'll explore the ways in which age and wisdom impact financial planning strategies and provide practical tips and insights to help you make informed decisions about your finances.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com