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

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This episode is 17 minutes long.

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This episode was published on March 7, 2024.

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