Episodes
Thursday Nov 16, 2023
Retirement Planning’s “Hidden” Questions
Thursday Nov 16, 2023
Thursday Nov 16, 2023
The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about retirement.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Thursday Nov 02, 2023
Best Of Year End Planning Tips
Thursday Nov 02, 2023
Thursday Nov 02, 2023
As we approach the end of the year, there's a lot to look forward to. This is also the perfect time of year to share some year-end planning tips. Join us as we take a look at what items and opportunities you need to be paying attention to before we turn the page to 2024.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Thursday Oct 26, 2023
Best Of Mailbag Questions
Thursday Oct 26, 2023
Thursday Oct 26, 2023
We have a special edition of the show for you today! We thought it would be helpful to pull some of our favorite mailbag questions from the past and compile them into one episode. Tune in as we talk about life insurance, divorce, retirement, passing assets along to your kids, and much more. Stay tuned to see what you can learn!
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
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