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Kandungan disediakan oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Mailbag: Gifting Money, Financial Indecision, Retirement Spending, and More!

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Manage episode 408365703 series 3564307
Kandungan disediakan oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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

  continue reading

137 episod

Artwork
iconKongsi
 
Manage episode 408365703 series 3564307
Kandungan disediakan oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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

  continue reading

137 episod

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