When Your Will Isn’t Enough
From Retirement Pathfinder with Barbara Lane & Phil Guske by Barbara Lane and Phil Guske
April 2, 2026 · 4 min · Episode 184
About this episode
The episode discusses the importance of proper paperwork and timing in property transfers as retirement approaches to avoid issues for heirs.
As retirement approaches, overlooked paperwork and poorly timed property transfers could undo years of financial planning and create unexpected problems for your heirs. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/
Topics covered
- retirement planning
- estate planning
- financial management
Keywords
- will
- property transfers
- financial planning
- heirs
Mentioned in this episode
Products: Roadmap For A Stress-Free Retirement
Books & works: Roadmap For A Stress-Free Retirement
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