Episodios

  • Making Your Retirement Savings Last
    May 1 2025

    Many approaching retirement struggle with balancing savings, debt, and financial tools like annuities — here’s how to build a strategy that will be better tailored to you.

    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/

    Más Menos
    5 m
  • Building a Flexible and Sustainable Retirement Plan
    Apr 17 2025

    Learn why planning for retirement goes beyond saving and how understanding your expenses and investment strategy can help ensure a comfortable 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/

    Más Menos
    4 m
  • How Inflation Can Impact Your Retirement and How to Plan for It
    Apr 4 2025

    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/

    Más Menos
    4 m
  • How to Avoid Tax Pitfalls and Prepare for Rising Healthcare Costs in Retirement
    Mar 20 2025

    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/

    Más Menos
    5 m
  • Three Key Principles to Build Wealth for Retirement
    Mar 6 2025

    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/

    Más Menos
    5 m
  • Retirement Strategies: Managing Investment Risks, Tax Planning, and Real Estate Backup Plans
    Feb 20 2025

    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/

    Más Menos
    4 m
  • Medicare Limits and Avoiding Overspending in Retirement
    Feb 6 2025

    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/

    Más Menos
    4 m
  • Retirement Risk: Protecting Your Nest Egg
    Jan 16 2025

    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/

    Más Menos
    4 m
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