EPISODE · May 15, 2025 · 4 MIN
Why Knowing What’s in Your Portfolio Could Make or Break Your Retirement
from Retirement Pathfinder with Barbara Lane & Phil Guske · host Barbara Lane and Phil Guske
As retirement grows longer for many Americans, a simple question—what’s actually in your portfolio—could be the key to lasting financial security. 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/
What this episode covers
As retirement grows longer for many Americans, a simple question—what’s actually in your portfolio—could be the key to lasting financial security. 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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Why Knowing What’s in Your Portfolio Could Make or Break Your Retirement
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