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Is “Policy Risk” becoming a new retirement risk for older Americans?

By Sean Sparkman Pathfinders’ Wealth Retirement planning has traditionally focused on a familiar set of concerns, including market volatility, inflation, healthcare costs, taxes, and the possibility of outliving your savings. While these risks still matter, another, less-familiar issue is rising to the top of the list for retirees and pre-retirees alike. This risk [...]

By |2026-05-12T19:31:09+00:00May 12th, 2026|Watch and Listen|

The Rise of Guaranteed Income in an Uncertain World: Why “paychecks for life” are quietly becoming the new foundation of retirement

by Sean Sparkman Pathfinders Wealth For decades, most retirement planning was built on the simple idea of accumulating as much as possible and then leaving the market to do the rest. But in 2026, things have changed in profound, often confusing ways.   Many of my clients aren’t just asking, “How much can I grow my [...]

What are direct indexing and the 130/30 Strategy? Could they be powerful tools in your investment portfolio?

*This article and video are provided for educational and informational purposes only and should not be interpreted as a recommendation, solicitation, or endorsement of any particular investment strategy, security, or financial product. The material presented is not intended to provide investment, legal, or tax advice. Individual financial circumstances vary, and readers should consult with a [...]

By |2026-03-19T23:55:58+00:00March 10th, 2026|Watch and Listen|

Could you pay for a $100,000 Medical Emergency in Retirement?

by Sean Sparkman Pathfinders Wealth Many of us think of retirement as the season of life when financial pressure eases and we can enjoy the fruits of our hard work and planning. Unfortunately, all it takes is one serious health event to rob you of that peace and disrupt your plans.  Years ago, making it [...]

By |2026-02-23T18:20:40+00:00February 21st, 2026|Lifestyle, Money News, Protect your wealth, Watch and Listen|

Don’t become complacent with your portfolio in 2026

Are there gaps in your portfolio?  Why portfolio positioning is more important than ever. by Sean Sparkman Pathfinders Wealth   In recent years, markets have been full of contradictions. Optimism and anxiety exist side by side, while new warnings about geopolitics, inflation, and government gridlock often make the news. Despite the uncertainty, equity [...]

By |2026-02-06T18:21:28+00:00January 21st, 2026|Protect your wealth, Retirement, Watch and Listen|

Annuity Answers From ChatGPT

By Bryan Anderson Annuity Straight Talk https://www.youtube.com/watch?v=b3w68Qyvgrc AI has promised to make life easier but nearly everyone agrees that it will bring equally as many complications.  In the long run corporations are going to profit at the expense of the working class.  Life may be more convenient but less profitable at the same time.  [...]

Do Annuity Owners Live Longer? Annuity Straight Talk- Bryan Anderson

https://www.youtube.com/watch?v=AD8pmePPVeo Annuity expert #bryananderson offers interesting insights into whether or not having an annuity might help you live longer. For more of Bryan's content, visit: https://annuitystraighttalk.com/about/.  

Mark Mrky: What is a “life insurance settlement?” Could having one help you achieve your financial goals when you retire?

Your insurance policy may be worth more than you think! Do you know how to unlock the hidden value? by Mark Mrky Life insurance has been a critical part of American society for many years, with over $3 trillion in death benefits owned by individuals over the age of 65 alone. But what [...]

By |2025-07-01T00:27:27+00:00June 12th, 2025|Watch and Listen|

7 Signs You’re Aging Well

By Jillian Wilson When it comes to getting older, there are many factors that help you live a fulfilled, healthy life — ones that go beyond working out and eating your vegetables (although that’s part of it, too). “Aging well, in my opinion, consists of three different components,” said Dr. Parul Goyal, a geriatrician at [...]

By |2025-01-28T16:07:31+00:00January 28th, 2025|Lifestyle, Retirement, Watch and Listen|

David Swanson: What’s the difference between a fixed-indexed annuity (FIA) and a registered index-linked annuity (RILA)?

by David Swanson Quantum Financial Group   Fixed-indexed annuities (FIAs) are a popular financial product with multiple uses. Many pre-retirees add FIAs to their portfolios to help supplement Social Security and other income streams.   FIAs provide guaranteed principal protection, tax advantages, and possible growth in the form of market-linked returns. What is a [...]

David Swanson: How you can use annuities in estate planning and ensure your legacy?

Disclaimer: This article and all related charts, graphics, and videos are intended solely for informational and entertainment purposes. Nothing in this article or related content constitutes legal, financial, or professional advice or serves as an inducement to purchase ANY financial product or service.  Readers are strongly encouraged to consult with a qualified financial or [...]

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