social security – Pathfinder Wealth Management, Inc.

Mailbag: Your Questions About Social Security, Roth Conversions, Rollovers & More!

Posted on July 3, 2024 by Walter Storholt

In today’s episode, we tackle your burning questions about retirement planning. Our first mailbag question comes from Mary, who is concerned about her portfolio’s performance and whether she should start taking Social Security now or wait until age 70. Matt asks about converting large amounts to a Roth IRA in one go. Patrick’s question about rolling over old 401Ks leads to a discussion on the advantages of consolidating accounts into an IRA. Finally, Ronnie asks whether it’s a good idea to have investments, taxes, and legal documents handled by the same firm. […]

Mailbag: Retirement Dates, RMDs, Social Security & More!

Posted on April 29, 2024 by Walter Storholt

We’ve got four great questions that we’ll cover in today’s mailbag episode. Tony asks whether, as a pastor, it’s advisable for him to opt out of Social Security. David’s wife is nine years younger than him, and he wonders if he should take out a large insurance policy on himself. Tune in to see what you can learn from these real-life scenarios! […]

Mailbag: Do I Need Life Insurance?

Posted on January 4, 2023 by Walter Storholt

We will be answering some listener questions on this episode. We will talk about some annuity considerations, how to know if life insurance is a good fit for your plan, and why social security planning is crucial for your retirement. […]

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. […]

Why The Final Decade Of Work Is So Important

Posted on December 10, 2019 by Walter Storholt

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. […]

Episode #2: Mailbag: Ex-Husband’s Social Security, Tax Changes, Long Term Care, And Living On A Forced Budget

Posted on September 13, 2018 by Walter Storholt

The mailbag edition of the show gives us the chance to answer questions from folks like you around the Rockford area. We’ll field questions about drawing social security from an ex-spouse, adjusting to the recent changes in the tax code, and whether it’s possible to get long term care coverage without long term care insurance. Plus, Carrie has a question about an advisor who is “forcing” her to live on a budget. Do advisors often have rules and limitations they push their clients into? We’ll ask Barbara if that’s norm. […]