Why The Final Decade Of Work Is So Important
The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10-year period. […]
Tag: retirement planning
Busting The Biggest Financial Myths
Today’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that […]
Why You Should Plan For Retirement With A Sense Of Urgency
Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency… […]
Mailbag – Roth IRAs, Robo-Advisors, Tech Stocks
Barbara and Phil answer a whole variety of listener-submitted questions this week. Find out their preferences on Roth vs. traditional IRA accounts, what you should know about robo-advisors, what you might do if you’re heavily invested in tech stocks with a short time horizon, and more. […]
Episode #14: The 5 Dangerous Mindsets That Can Sink Your Retirement
In many phases of life our attitudes and mindsets can have big impacts on where we go and what we do. Retirement planning is no different. Let’s look at the five dangerous mindsets that can quickly sink your retirement if you’re not careful to guard against these, sometimes, natural instincts. […]
Episode #12: Market Volatility And How You Should React
The recent volatility in the stock market has dominated the news for months now, and when tension is high it can be difficult not to make rash decisions. So in this episode, Barbara and Phil will fill you in on how the news affects markets and how that should affect you and your financial plan. […]
Episode #11: The Complications Of An Early Retirement
An early retirement sounds fantastic to most people. Who wouldn’t want to kick off the extra travel, less stress and more freedom that retirement can often bring a little earlier than planned? However, a lot of people don’t realize the additional complications presented when you retire early. Let’s tackle what early retirement means for most people and how you can put together a realistic plan to execute it if it’s the right decision for you. […]
Episode #10: Important Financial Terms You Should Know
A lot of financial terms can get confusing, even if you’ve heard them talked about a lot in the news or in a financial meeting at work or even around the dinner table with family. Let’s explore some important terms
you might have heard before, but also might need a better understanding of what they mean. […]
Episode #9: Solving The Financial Puzzle
On this weeks’ episode, learn about the history of Pathfinder Advisory and the unique educational approach that Phil and Barbara take as financial advisors in order to empower their clients. And later, Barbara offers some insight into how to set expectations about your portfolio. […]
Episode #8: Settle The Debate – Right Or Wrong
Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds and annuities. And we’ll try to answer why there are so many different opinions on these concepts. […]