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2023 Edition: Checklist For Retirement Preparedness
Manage episode 408365729 series 3564307
Contenuto fornito da Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Another year is upon us and it’s a great time to ask yourself some key questions questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
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