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2023 Edition: Checklist For Retirement Preparedness
Manage episode 408365729 series 3564307
内容由Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske提供。所有播客内容（包括剧集、图形和播客描述）均由 Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Another year is upon us and it’s a great time to ask yourself some key questions questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
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