Mailbag: Should I Delay My Retirement Plans Due to the Election?

Retirement Pathfinder with Barbara Lane & Phil Guske

https://retirementtaxbill.com/?u=SVYrdGRTNWJsUDk5Zmw4bnp4QnVpQT09

18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

大约1年之前 22:10

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What Is My Tax Bill?

Important Links:

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

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

158集单集

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

Mailbag: Should I Delay My Retirement Plans Due to the Election?

Retirement Pathfinder with Barbara Lane & Phil Guske

published 大约1年之前

MP3•单集首页

What Is My Tax Bill?

https://retirementtaxbill.com/?u=SVYrdGRTNWJsUDk5Zmw4bnp4QnVpQT09

Important Links:

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

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

158集单集

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

所有剧集

1
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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/…

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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/…

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Listener Questions About Old 401(k)s & Roth Conversions 22:05

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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! 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/…

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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. 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/…

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Mailbag: Should I Invest In Gold? 23:18

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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…

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We have several great financial planning questions to cover in this week's mailbag episode. Steve asks how to decide between taking his pension as a lump sum or as monthly income, and what other factors he should consider as he plans for his upcoming layoff and future steps. Amy asks how much she should set aside for taxes on the house and $100,000 in her late father's checking account, as his only beneficiary. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com…

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Mailbag: Is 15-20 Times My Salary Enough To Retire? 24:00

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In this mailbag episode, Marty asks if the recommendation of having 15 to 20 times your annual salary in savings for a comfortable retirement is accurate. Kim asks whether she should continue interviewing more financial advisors to find the perfect one or if she's being too picky. Tune in as we dive into these and other insightful listener questions! Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com…

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