EPISODE · Feb 3, 2022 · 23 MIN
Retirement Potpourri: Fill In The Blank
from Retirement Pathfinder with Barbara Lane & Phil Guske · host Barbara Lane and Phil Guske
Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more! Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A Meeting: http://PathfinderChat.com
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Retirement Potpourri: Fill In The Blank
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This episode was published on February 3, 2022.
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