Learn why being too conservative with your investments in retirement could put your savings at risk and how a diversified portfolio can help protect you from rising inflation.

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/

Learn how managing your retirement income and planning for healthcare expenses can help you retire with confidence and avoid unexpected financial challenges.

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/

Learn how paying yourself first, finding a mentor, and understanding compound interest can set you up for a secure financial future.

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/

Discover key strategies for retirement, from diversifying investments and understanding Roth accounts to preparing a backup plan for rental property income.

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/

Learn the critical details about Medicare coverage and how to stay financially secure by managing spending in retirement.

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/

Discover why reducing risk, building trust with your advisor, and smart planning are the keys to a stress-free retirement in this insightful mini-podcast.

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/

We’re diving into your questions about old 401(k)s—should you roll them over, leave them, or something else entirely? Plus, we’re breaking down Roth conversions—when they make sense, and how they might save you money in the long run.

Also, this is the final regularly scheduled Retirement Pathfinder Podcast. Most future episodes will feature shorter, bite-sized, news story-type episodes. Think of them as mini podcasts. They'll still publish twice per month and contain helpful retirement planning insights. And Barb and Phil will return to the "airwaves" occassionally for commentary on major market events and other things you should know. We hope you enjoy the new format!

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/

The holiday season is here, and while you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and plan for the future you deserve.

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/

We have 4 great listener questions to answer today. Jan asks if she should withdraw all her money from an annuity now that the penalty period has ended. Andy asks whether he should invest in gold, and, if so, whether gold coins or gold bars are the better choice. We've got a lot to get into, so let's get started!

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule a 15-minute Consult: http://PathfinderChat.com

Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood. Plus, Barbara and Phil will react to the election and discuss what might be on the agenda for the new administration.

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule a 15-minute Consult: http://PathfinderChat.com