inheritance – Pathfinder Wealth Management, Inc.

Mailbag: I Fear A Recession – Should I Stop Contributing To My 401(k)?

Posted on August 2, 2023 by Walter Storholt

We’ve got some great listener mailbag questions lined up for today’s show! Bruce says that he fears a recession and wonders if he should stop contributing to his 401(k) for a while. Andy asks whether he should continue paying extra on his house to have it paid off by retirement, considering the advice he’s received about needing a mortgage for a tax deduction during retirement. Tune in and see what you can learn from these mailbag questions! […]

Mailbag: Should I Use Two Advisors To Plan My Retirement?

Posted on January 18, 2023 by Walter Storholt

It’s another mailbag edition of the show. This time around we will discuss investing an inheritance, if it’s wise to have two financial advisors, and what strategies you might be able to put in place for your family to make sure their income needs are met once you pass away. […]

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. […]

Mailbag: Going To Cash, Long-Term Care Policies

Posted on October 29, 2020 by Walter Storholt

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: Penalty Fees, Inheritance, Travel Budget, & Using A Trust In Your Plan

Posted on June 19, 2020 by Walter Storholt

On today’s show, we answer questions that have come in the mailbag. We discuss if it’s worth paying a penalty fee on a variable annuity, letting your children know about their inheritance, how to budget for travel, and if incorporating a trust in your plan is a good strategy. […]

Estate Planning Mistakes

Posted on November 20, 2019 by Walter Storholt

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. […]