Mailbag: Gifting Money, Financial Indecision, Retirement Spending, and More! episode artwork

EPISODE · Mar 7, 2024 · 17 MIN

Mailbag: Gifting Money, Financial Indecision, Retirement Spending, and More!

from Retirement Pathfinder with Barbara Lane & Phil Guske · host Barbara Lane and Phil Guske

Welcome back to the Retirement Pathfinder. We've got some mailbag questions for you to enjoy today! Dorothy wishes to financially support her daughter and grandchild, who are facing challenges due to the newborn's extended hospital stay, but isn't sure about the tax implications and feasibility. Charles has been pinching pennies for 10 years in retirement and wonders whether he should start spending more liberally and travel more often. Click the play button to see what you can learn!   Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A 15 Minute Consult: http://PathfinderChat.com

Episode metadata supplied by the publisher feed · Published Mar 7, 2024

Embed this episode

Ready to play

Mailbag: Gifting Money, Financial Indecision, Retirement Spending, and More!

0:00 17:22

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of Retirement Pathfinder with Barbara Lane & Phil Guske?

This episode is 17 minutes long.

When was this Retirement Pathfinder with Barbara Lane & Phil Guske episode published?

This episode was published on March 7, 2024.

Can I download this Retirement Pathfinder with Barbara Lane & Phil Guske episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!