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Retirement Mailbag: Roth Conversions, Debt Management, and Trusts Explained
Manage episode 448906202 series 3564307
İçerik Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Barbara Lane and Phil Guske answer listener questions on a variety of retirement planning topics. From Roth conversions and their tax implications to strategies for paying off debt while still saving for retirement, they cover key considerations for anyone approaching retirement. Barbara and Phil also discuss the importance of involving both spouses in financial planning, offer investment advice for high-income earners, and provide insights into managing inherited trusts.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
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