Mailbag: Penalty Fees, Inheritance, Travel Budget, & Using A Trust In Your Plan episode artwork

EPISODE · Jul 2, 2020 · 23 MIN

Mailbag: Penalty Fees, Inheritance, Travel Budget, & Using A Trust In Your Plan

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

On today's show, we answer questions that have come in the mailbag. We discuss if it's worth paying a penalty fee on a variable annuity, letting your children know about their inheritance, how to budget for travel, and if incorporating a trust in your plan is a good strategy. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

Episode metadata supplied by the publisher feed · Published Jul 2, 2020

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Mailbag: Penalty Fees, Inheritance, Travel Budget, & Using A Trust In Your Plan

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