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Listen "3rd & 4th Quarter Planning To-Do List"
Episode Synopsis
As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s podcast to find out.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Phone: (815) 399-9806
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Phone: (815) 399-9806
More episodes of the podcast Retirement Pathfinder with Barbara Lane & Phil Guske
The IRS: Your Silent Retirement Partner
04/09/2025
Avoiding A Retirement Tax Time Bomb
07/08/2025
In God we trust