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Listen "The Pathfinder Process"
Episode Synopsis
We spend a lot of time on the podcasts covering general financial topics, but we have not explained the Pathfinder Process that Barbara and Phil use everyday in their practice. They'll discuss the three stages of their process, the various topics they will ask about, and the importance of educating their clients.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
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