Mailbag: Is A Tax-Free Retirement Too Good To Be True?
We open up the mailbag on today’s show to answer some of your questions. Some topics we cover today will be combining old 401(k) accounts, leaving an inheritance to children, and more. […]
Tag: mailbag
Mailbag: Having A Mortgage In Retirement
We are back with another mailbag show. This time around, we discuss a popular rule of thumb, rolling over your 401(k) after you retire, and much more. […]
Mailbag: Grading A Financial Advisor’s Performance
It’s another mailbag edition of the show where we sit down and answer questions from our listeners. This time around we discuss leaving your entire 401(k) to a child, how you can grade your financial advisor’s performance, and investment advice from the media. […]
Mailbag: When Is The Best Time To Get Back Into The Market?
On this week’s podcast, Barbara and Phil answer some mailbag questions that have come into the show. They discuss when is the best time to get back into the stock market, using life insurance as retirement income, and much more. […]
Mailbag: Going To Cash, Long-Term Care Policies
Today’s podcast is dedicated to answering questions that have come in from our listeners. A few topics we cover are long-term care policies, worries about the market, passing money down, and much more! […]
Mailbag Edition
We’ve had a lot of great listener questions come in, so we decided to make them the focus of this episode. Beverly asks if she is properly diversified given the large number of mutual funds in her portfolio. Amber is curious if she is on track to retire with the amount of money she has saved at age 55. Barbara and Phil tackle these questions and much more. […]
Mailbag Questions
We dip into the listener mailbag to answer questions on rental properties, 401(k) rollovers, how much money you need in retirement, and how a business owner can invest their profits. […]
Episode #4: Mailbag – Do I Have Enough For Retirement?
Clark in Roscoe wants to know if his family’s $1.5 million is enough to have saved for retirement. It’s a common question that the Pathfinder team gets. So, how much is enough to get you through retirement without having to worry about your money? Phil points us in the right direction on this week’s podcast. […]