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2023 Edition: Checklist For Retirement Preparedness
Manage episode 408365729 series 3564307
Innhold levert av Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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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