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Mailbag: Retirement Dates, RMDs, Social Security & More!

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Manage episode 415976208 series 3564307
Content provided by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We've got four great questions that we'll cover in today's mailbag episode. Tony asks whether, as a pastor, it's advisable for him to opt out of Social Security. David's wife is nine years younger than him, and he wonders if he should take out a large insurance policy on himself. Tune in to see what you can learn from these real-life scenarios!

Important Links:

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

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

  continue reading

164 episodes

Artwork
iconShare
 
Manage episode 415976208 series 3564307
Content provided by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We've got four great questions that we'll cover in today's mailbag episode. Tony asks whether, as a pastor, it's advisable for him to opt out of Social Security. David's wife is nine years younger than him, and he wonders if he should take out a large insurance policy on himself. Tune in to see what you can learn from these real-life scenarios!

Important Links:

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

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

  continue reading

164 episodes

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