It's a mailbag edition of the show today! We've got four great questions coming your way. Hazel asks for a checklist of financial priorities to address before she retires from her job at the hospital. Joseph asks whether he should proceed with rolling over his 401k from his old job, given its strong performance this year.

Important Links:

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

Schedule A 15 Minute Consult: http://PathfinderChat.com

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.

Important Links:

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

Schedule A 15 Minute Consult: http://PathfinderChat.com

We've got four great questions that we'll cover in today's mailbag episode. Tony asks whether, as a pastor, it's advisable for him to opt out of Social Security. David's wife is nine years younger than him, and he wonders if he should take out a large insurance policy on himself. Tune in to see what you can learn from these real-life scenarios!

Important Links:

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

Schedule A 15 Minute Consult: http://PathfinderChat.com

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.

Important Links:

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

Schedule A 15 Minute Consult: http://PathfinderChat.com

We're back with another special edition of the podcast for you today! We've pulled more of our favorite mailbag questions from prior episodes and compiled them into one conversation for you. In this week's show, Barbara and Phil talk about making financial decisions after a real estate sale, long-term care coverage, and ethical considerations in investing.

Important Links:

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

Schedule A 15 Minute Consult: http://PathfinderChat.com

We've got a special edition of the podcast for you today! We've pulled some of our favorite mailbag questions from prior episodes and compiled them into one conversation for you. Stay tuned as Barbara and Phil discuss tax laws, pensions for federal employees, traveling in retirement, and more. Don't miss the opportunity to learn from real-life financial planning scenarios!

Important Links:

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

Schedule A 15 Minute Consult: http://PathfinderChat.com

Welcome back to the Retirement Pathfinder. We've got some mailbag questions for you to enjoy today! Dorothy wishes to financially support her daughter and grandchild, who are facing challenges due to the newborn's extended hospital stay, but isn't sure about the tax implications and feasibility. Charles has been pinching pennies for 10 years in retirement and wonders whether he should start spending more liberally and travel more often. Click the play button to see what you can learn!

Important Links:

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

Schedule A 15 Minute Consult: http://PathfinderChat.com

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.

Important Links:

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

Schedule A 15 Minute Consult: http://PathfinderChat.com

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?

Important Links:

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

Schedule A 15 Minute Consult: http://PathfinderChat.com

Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. We'll discuss the new dynamics of managing your funds in a world where traditional saving methods are seeing better returns. Are these options now a viable part of a savvy investment strategy, or are there still better ways to make your money work harder for you?

Important Links:

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

Schedule A 15 Minute Consult: http://PathfinderChat.com