EPISODE · Apr 2, 2026 · 4 MIN
When Your Will Isn’t Enough
from Retirement Pathfinder with Barbara Lane & Phil Guske · host Barbara Lane and Phil Guske
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/
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When Your Will Isn’t Enough
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