This Is Why You Never Assume
We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today’s show. […]
Month: March 2021
The Pathfinder Process
We spend a lot of time on the podcasts covering general financial topics, but we have not explained the Pathfinder Process that Barbara and Phil use everyday in their practice. They’ll discuss the three stages of their process, the various topics they will ask about, and the importance of educating their clients. […]