Retirement Pyramid

Retirement Pathfinder

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Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll structure retirement planning in the form of a pyramid and work our way through each level. You’ll learn the elements that make up the foundation of a plan and which conversations build on top of that initial base.

Important Links:

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

Schedule A Meeting: http://PathfinderChat.com

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