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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://staging.podcastplayer.com/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
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://staging.podcastplayer.com/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

164 episodes

Artwork
iconShare
 
Manage episode 408365709 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://staging.podcastplayer.com/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

164 episodes

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