Retirement Pathfinder with Barbara Lane & Phil Guske

When Your Will Isn’t Enough

As retirement approaches, overlooked paperwork and poorly timed property transfers could undo years of financial planning and create unexpected problems for your heirs. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

Listen