retirement – Page 6 – Pathfinder Wealth Management, Inc.

Coronavirus Update & Financial Dictionary

Posted on March 12, 2020 by Walter Storholt

The Coronavirus and other economic forces have caused the stock market to crater and experience some wild ups and downs the past few weeks. It has a lot of investors feeling emotional and worried about their retirement plans. Barbara and Phil will give their opinions on the down market and the advice they are currently giving their clients. We will also break down what a backdoor Roth IRA is and discuss the differences between active and passive management styles. […]

How To Set Financial & Retirement Goals

Posted on February 14, 2020 by Walter Storholt

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode. […]

Mailbag Questions: 401(k) Limits, Multiple Advisors, & Socially Responsible Investing

Posted on February 14, 2020 by Walter Storholt

We dedicate another episode to answering your questions that have come in from the mailbag. Today we discuss 401 (k) contribution limits, having multiple advisors, and socially responsible investing. […]

Mailbag Questions, Part 2

Posted on December 10, 2019 by Walter Storholt

Today’s show is another mailbag edition. This time around we will answer how much risk is appropriate in retirement, consolidating multiple accounts, and more. […]

Finding Silver Linings In Bad Financial Situations

Posted on November 20, 2019 by Walter Storholt

Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations. […]

Sabotaging Your Own Retirement

Posted on October 31, 2019 by Walter Storholt

With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health… […]

Mailbag Questions

Posted on October 30, 2019 by Walter Storholt

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 #7: Mailbag – IRAs, 401(k)s, Short-Term Investing, Rental Properties

Posted on November 6, 2018 by Walter Storholt

Join us as we feature your questions on short-term investing, self-directed IRAs, and rental properties. […]

Episode #6: Getting Started – A Financial Plan’s First Steps

Posted on September 13, 2018 by Walter Storholt

The Fork In The Road For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on a first step to get you started. But depending on your situation, your most logical first step could be one of several thing. Barbara will help you […]

Episode #5: Mailbag – Too Much Life Insurance, Roth Accounts, Inflation, And Retirement Empowerment

Posted on September 13, 2018 by Walter Storholt

We’ve got another batch of great questions from listeners to the podcast. Marie wants to know if her three life insurance policies is too much. Later, Daniel wonders how to estimate inflation when planning for retirement. Barbara Lane will answer those questions and more on this episode of The Retirement Pathfinder. […]