Episodes
Thursday Mar 03, 2022
Mailbag: How Will A Divorce Affect My Retirement?
Thursday Mar 03, 2022
Thursday Mar 03, 2022
For this week's podcast, we will answer some of the listener questions that have come in. We will discuss how a divorce could impact your retirement assets, opting out of paying into social security, and some retirement spending considerations.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
Thursday Feb 17, 2022
Who Even Needs a Financial Advisor?
Thursday Feb 17, 2022
Thursday Feb 17, 2022
Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
Thursday Feb 03, 2022
Retirement Potpourri: Fill In The Blank
Thursday Feb 03, 2022
Thursday Feb 03, 2022
Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
Thursday Jan 20, 2022
How ’The Great Resignation’ Could Impact You or a Loved One’s Retirement
Thursday Jan 20, 2022
Thursday Jan 20, 2022
Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
Thursday Jan 06, 2022
22 Money Resolutions for 2022, Part 2
Thursday Jan 06, 2022
Thursday Jan 06, 2022
You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We will go over the final 11 resolutions on today's show.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
Tuesday Dec 21, 2021
22 Money Resolutions for 2022, Part 1
Tuesday Dec 21, 2021
Tuesday Dec 21, 2021
You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We will go over the first 11 resolutions on today's show.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
Thursday Dec 02, 2021
Mailbag: Should I Take The Monthly Pension Or Lump Sum Payout?
Thursday Dec 02, 2021
Thursday Dec 02, 2021
We always love answering questions from our loyal listeners. Today, we'll dive into questions like: how long should I wait to take social security? Do I turn my monthly pension into a lump sum payout? Am I better off with two brokers or one?
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
Tuesday Nov 23, 2021
Doomsday Scenario 2.1
Tuesday Nov 23, 2021
Tuesday Nov 23, 2021
The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to continue to rise and skyrocket. Barbra and Phil will discuss some historic inflation numbers and how to hedge against this risk.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
Thursday Nov 04, 2021
Mailbag: How Often Should I Talk To My Financial Advisor?
Thursday Nov 04, 2021
Thursday Nov 04, 2021
We take some time this week to answer some of our listener questions that have come in. Today we will discuss using home equity for an emergency fund, spending money in retirement without worry, and setting up expectations with how often you sit down with your financial advisor.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
Thursday Oct 21, 2021
Retirement Pyramid
Thursday Oct 21, 2021
Thursday Oct 21, 2021
Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll structure retirement planning in the form of a pyramid and work our way through each level. You’ll learn the elements that make up the foundation of a plan and which conversations build on top of that initial base.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com