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. […]
Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood. Plus, Barbara and Phil will react to the election and discuss what might be on the agenda for the new administration. […]
With National Financial Planning Month upon us, we’re sitting down with Barbara and Phil to uncover the strategies and steps that go into building a personalized financial plan. From that first phone call to implementing a strategy that aligns with your goals, this discussion will offer valuable insights for anyone looking to understand what it looks like to go through the planning process with a real financial advisor. […]
Are you telling yourself financial lies? Discover the top 6 lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so stay tuned! […]
Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. […]
It’s a mailbag edition of the show today! We’ve got four great questions coming your way. Hazel asks for a checklist of financial priorities to address before she retires from her job at the hospital. Joseph asks whether he should proceed with rolling over his 401k from his old job, given its strong performance this year. […]
Welcome back to the Retirement Pathfinder. We’ve got some mailbag questions for you to enjoy today! Dorothy wishes to financially support her daughter and grandchild, who are facing challenges due to the newborn’s extended hospital stay, but isn’t sure about the tax implications and feasibility. Charles has been pinching pennies for 10 years in retirement and wonders whether he should start spending more liberally and travel more often. Click the play button to see what you can learn! […]
Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We’ll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything. […]
This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back? Are Your Good Money Habits Holding You Back? […]
Is ‘Lazy Money’ still a concern in 2024’s higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. We’ll discuss the new dynamics of managing your funds in a world where traditional saving methods are seeing better returns. Are these options now a viable part of a savvy investment strategy, or are there still better ways to make your money work harder for you? […]