Retirement Potpourri: Fill In The Blank

03/02/2022 23 min Episodio 85
Retirement Potpourri: Fill In The Blank

Listen "Retirement Potpourri: Fill In The Blank"

Episode Synopsis

Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

More episodes of the podcast Retirement Pathfinder with Barbara Lane & Phil Guske