Listen "Episode #9: Solving The Financial Puzzle"
Episode Synopsis
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.
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
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.