trust – Pathfinder Wealth Management, Inc.

Mailbag: I’ve Maxed Out My 401(K)- Where Should I Invest Additional Money?

Posted on December 6, 2023 by Walter Storholt

Join us for a great mailbag episode today! This is your chance to gain valuable insights from the financial questions of our listeners. In today’s show, Chris asks where to invest additional money for retirement since he is already maxing out his 401(k). Tony asks if he needs a will, trust, or both to evenly split two rental properties between his sons after he passes. Tune in to see how Barbara and Phil answer these questions and more. […]

Estate Planning With Special Guests Alex & Adam Agnew

Posted on September 22, 2021 by Walter Storholt

Estate planning can be a commonly overlooked component of retirement planning. It can be an uncomfortable conversation to have with your family, but it can make a huge difference. Alex & Adam Agnew join us on today’s show. We will discuss some of the rules that have changed regarding the stretch IRA, efficient trust strategies, and why it’s important to avoid probate court. […]

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. […]