Mailbag: Should I Use Two Advisors To Plan My Retirement?

Retirement Pathfinder with Barbara Lane & Phil Guske

#Trading #Business News #Business #News #Barbara Lane #Phil Guske #Barbara Lane Phil Guske #Listener Questions

33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

2年之前 22:13

MP3•单集首页

It's another mailbag edition of the show. This time around we will discuss investing an inheritance, if it's wise to have two financial advisors, and what strategies you might be able to put in place for your family to make sure their income needs are met once you pass away.

Important Links:

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

Schedule A Meeting: http://PathfinderChat.com

158集单集

Retirement Pathfinder with Barbara Lane & Phil Guske

Mailbag: Should I Use Two Advisors To Plan My Retirement?

Retirement Pathfinder with Barbara Lane & Phil Guske

published 2年之前

MP3•单集首页

Important Links:

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

Schedule A Meeting: http://PathfinderChat.com

158集单集

#Trading #Business News #Business #News #Barbara Lane #Phil Guske #Barbara Lane Phil Guske #Listener Questions

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