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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.
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Mailbag: I’ve Maxed Out My 401(K)- Where Should I Invest Additional Money?

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Manage episode 408365709 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.

Join us for a great mailbag episode today! This is your chance to gain valuable insights from the financial questions of our listeners. In today's show, Chris asks where to invest additional money for retirement since he is already maxing out his 401(k). Tony asks if he needs a will, trust, or both to evenly split two rental properties between his sons after he passes. Tune in to see how Barbara and Phil answer these questions and more.

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule A 15 Minute Consult: http://PathfinderChat.com

  continue reading

142 episoder

Artwork
iconDel
 
Manage episode 408365709 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.

Join us for a great mailbag episode today! This is your chance to gain valuable insights from the financial questions of our listeners. In today's show, Chris asks where to invest additional money for retirement since he is already maxing out his 401(k). Tony asks if he needs a will, trust, or both to evenly split two rental properties between his sons after he passes. Tune in to see how Barbara and Phil answer these questions and more.

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule A 15 Minute Consult: http://PathfinderChat.com

  continue reading

142 episoder

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