Episode #9: Solving The Financial Puzzle

06/12/2018 15 min Episodio 10
Episode #9: Solving The Financial Puzzle

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