Listen "Retirement Pyramid"
Episode Synopsis
Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll structure retirement planning in the form of a pyramid and work our way through each level. You’ll learn the elements that make up the foundation of a plan and which conversations build on top of that initial base.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
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
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.