2021 – Page 2 – Pathfinder Wealth Management, Inc.

4 Things You Must Know About Decumulation To Retire Successfully

Posted on July 21, 2021 by Walter Storholt

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 4 things you must know about decumulation to retire successfully. […]

Mailbag: Is A Tax-Free Retirement Too Good To Be True?

Posted on June 16, 2021 by Walter Storholt

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. […]

Learning Through Uncommon Sense

Posted on June 16, 2021 by Walter Storholt

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. […]

Financial Fact or Fiction

Posted on May 19, 2021 by Walter Storholt

Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. […]

Mailbag: Having A Mortgage In Retirement

Posted on May 19, 2021 by Walter Storholt

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: Is It Wise To Go Back To Work After A Major Health Event?

Posted on April 21, 2021 by Walter Storholt

It’s another mailbag edition of the show! Today, we discuss possible ways to plan a retirement in a unique family situation, going back to work after a major health event, and concerns about the stability of social security. […]

Are You Flirting With Financial Disaster?

Posted on April 21, 2021 by Walter Storholt

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it. […]

Mailbag: Grading A Financial Advisor’s Performance

Posted on March 19, 2021 by Walter Storholt

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. […]

This Is Why You Never Assume

Posted on March 17, 2021 by Walter Storholt

We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today’s show. […]

The Pathfinder Process

Posted on March 1, 2021 by Walter Storholt

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. […]