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2023 Edition: Checklist For Retirement Preparedness
Manage episode 408365729 series 3564307
Contenido proporcionado por Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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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