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Jason Wheeler

CEO, Pathfinder Wealth Consulting
BIO

Jason is a wealth advisor and founding partner of Pathfinder Wealth Consulting. He has been in the financial services industry since 1999. Jason was born in Dayton, Ohio, but grew up in Eastern North Carolina. He graduated magn  

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Financial
Oct 5, 2021

Your Retirement Portfolio: Simplicity Is Your Friend

This article was authored by Kayla Johnson, Financial Planning Associate. Planning for retirement involves a lot of considerations – replacing your working income, navigating a sustainable wi ...

Financial
Sep 10, 2021

Giving Strategically

This article was authored by Kayla Johnson, Financial Planning Associate. With the K-shaped recovery being a hallmark of the pandemic, and the effects of COVID having vastly different ramifications ...

Financial
Aug 17, 2021

Sequence Risk: The Dangers Of A Disorderly Retirement

This article was authored by Davis Byrd, Financial Planning Associate. Imagine two people washing their hands. Not a particularly difficult visual in today’s environment, is it? The first per ...

Financial
Aug 2, 2021

Who’s Going to Pay Your Paycheck in Retirement?

This article is contributed by John Zachary, Wealth Advisor. If you are still working today, then the answer is, at least in a large part, YOU! Pensions are becoming a historical pastime, so other ...

Financial
Jul 6, 2021

Olympic Moments In Life

This article was contributed by Wealth Advisor, John Zachary. At the time of this writing, the Olympic Trials are in full swing, and in a couple of weeks, the 2020 Summer Olympics will be broadcast ...

Financial
Jun 3, 2021

Do You Have Enough Change For Retirement?

This article was contributed by Marketing Director Katie Henderson. When I was 7 years old, I wanted to be a veterinarian. In high school, I set my sights on journalism and becoming the next Katie ...

Financial
May 18, 2021

Inflation: Why You Shouldn’t Be Concerned, Yet.

This article was contributed by Wealth Advisor John Zachary. The silent killer. The redheaded stepchild of economists. Inflation has become a big topic in the financial media recently, as it typica ...

Financial
May 3, 2021

Aligning Your Investments And Your Heart

This article was contributed by Marketing Director Katie Henderson. At Pathfinder Wealth Consulting, we counsel our clients that money is not an end in itself but is instead a means to achieve goal ...

Financial
Apr 20, 2021

The Art Of Delayed Gratification

This article was contributed by Wealth Advisor John Zachary. As mentioned in our last article, the lack of financial literacy is a real problem in our country. Personal finance is not a required co ...

Financial
Mar 30, 2021

Financial Literacy Doesn’t Have To Be Rocket Science

This article was contributed by Marketing Director Katie Henderson. In past generations, financial literacy was relatively simple. If you did not have the money in your pocket, you didn’t buy ...

Financial
Mar 18, 2021

Should Crypto Be A Part Of Your Portfolio?

This article was contributed by Wealth Advisor John Zachary.   Cryptocurrency, or crypto, is a form of digital asset based on a network that is distributed across a large number of computers. T ...

Financial
Mar 4, 2021

What Does The Hospital Sale Mean For Your Retirement?

This article was contributed by Wealth Advisor John Zachary. There has been a lot of talk about how the Novant purchase of New Hanover Regional Medical Center (NHRMC) will affect our community. How ...

Financial
Dec 8, 2020

Did 2020 Count? How To Keep Your Score In 2021

Most people are excited to see 2020 in the rearview mirror; we have experienced trials and tribulations that we never would have imagined at this time last year. But before we flip the last page on ou ...

Financial
Oct 22, 2020

Smart Moves In A Volatile Market

This article was contributed by Financial Planning Associate Adam McManus.   The effects of the economy shutting down from a global pandemic sent the markets into a whirlwind as we entered 2020 ...

Financial
Sep 30, 2020

Election Fears & Financial Freedom

This article was contributed by Financial Planning Associate Adam McManus. In November, we cast our votes for the 2020 presidential election. As we get closer to the election, we receive an increas ...

Financial
Sep 20, 2020

Understanding Stock Compensation Plans | Part II: Stock Options

This article was contributed by Wealth Advisor John Zachary. This article is Part II of a series on stock compensation plans. Part I discussed restricted stock units and can be found here. In addit ...

Financial
Aug 31, 2020

Understanding Stock Compensation Plans | Part I: Restricted Stock Units

This article was contributed by Wealth Advisor John Zachary. If you look back 20-30 years, it was common for companies to offer employees access to company stock through company retirement plans, s ...

Financial
Aug 14, 2020

What’s Up Must Come Down? Is The Market Recovery Too Good To Be True?

I’m starting to have a repetitive dialogue in my client meetings and thought I would share some insight. The comments vary but the theme is the same: “I can’t believe the market h ...

Financial
Jul 15, 2020

Generating Passive Income

This article was contributed by Wealth Advisor John Zachary.   I get asked a lot of questions about generating passive income. The idea folks envision is that if they can generate enough passiv ...

Financial
Jun 29, 2020

Get Rich Quick? Think Again.

This article was contributed by Wealth Advisor John Zachary.   In today’s world, where investing is at our fingertips through online and even mobile trading, you would think it should be ...

Financial
Jun 25, 2020

Pathfinder Celebrates 15 Years

Pathfinder Wealth Consulting was established on June 10, 2005, and we just celebrated our firm’s 15-year anniversary. It is so rewarding to think back on all that we have accomplished so far. & ...

Financial
Jun 5, 2020

National 529 Day And The Ins And Outs Of College Savings

Whether their child is focused on Little Tikes cars, training wheels, or driver’s licenses, all parents have one thing in common: the desire to give their child the best possible future. Accordi ...

Financial
Dec 16, 2019

Finding Happiness In Retirement

This Insights article was submitted by Rob Penn, President and Wealth Advisor. As a CERTIFIED FINANCIAL PLANNER™ professional, with over 27 years of working with retirees, I feel like I have ...

Financial
Nov 1, 2019

What Is A Financial Plan?

This Insights article is contributed by Kayla Willliford Johnson, Financial Planning Associate at Pathfinder Wealth Consulting. This is the second post in a two-part series on the importance of a fina ...

Financial
Oct 21, 2019

Why You Need A Financial Plan

This Insights article is contributed by Kayla Williford Johnson, Financial Planning Associate at Pathfinder Wealth Consulting. This is the first post in a two-part series on the importance of a financ ...

Financial
Sep 20, 2019

Reducing Longevity Risk in Retirement

This Insights article is contributed by Adam McManus, Financial Planning Associate at Pathfinder Wealth Consulting. It is the second in a two-part series on the impact increased life expectancy can ha ...

Financial
Sep 13, 2019

Life Expectancy on the Rise — are You Prepared?

This Insights article is contributed by Adam McManus, Financial Planning Associate at Pathfinder Wealth Consulting. It is the first post in a two-part series on the impact increased life expectan ...

Financial
Aug 30, 2019

Where to Live in Retirement | Part II | Buying vs. Renting

This is the second post in a two-part series on the considerations of where to live through your retirement years. The first post can be found here. For part II of this series, I wanted to address ...

Financial
Aug 2, 2019

Where to Live in Retirement Part 1: Considerations

This is the first in a two-part series on the considerations of where to live through your retirement years. During our working careers we are often tied to one location. Although there is a growi ...

Financial
Jul 9, 2019

Creating Meaningful Activities in Retirement

This Insights article was contributed by Katie Henderson, Marketing Director at Pathfinder Wealth Consulting. You have been counting down the days to retirement for the past year. You have wrapped ...

Financial
Oct 21, 2015

New Executive Order Changes Financial Aid Process

If you have ever been through the college application process, then you know that it can be daunting. Add in the financial aid application process and the entire system seems to have two left feet. Th ...

Financial
Oct 2, 2015

3 Tips For The Last 3 Years Before Retirement

I was recently asked by an industry writer for "not so common" recommendations for retirement planning. I typed in "retirement planning recommendations" on Google and found the 10 ...

Financial
Jul 1, 2015

The American Dream

As we celebrate our Independence Day this week, it reminds me just why we have this federal holiday. It is the celebration and acknowledgement of our society adopting the Declaration of Independence o ...

Financial
Oct 15, 2014

Why You Haven’t Experienced True Inflation … Yet!

Everyone complains about price increases. On a personal level, we see it with grocery store shopping, filling our gas tanks, receiving our homeowners’ insurance bills and a lot of other expenses ...

Financial
Oct 1, 2014

The Reality Of Working In Retirement

Before we get into the core topic for this article, which is “working in retirement,” I want to point out some statistics that explain why most people don’t retire when they had or ...

Financial
Sep 15, 2014

Health Care Costs And Retirement Planning

Over the last month, I have had several people who are planning for retirement come to me with one burning question, “How much will my health care cost?”  I have also heard on numerou ...

Financial
Sep 1, 2014

College Is Coming!

Ready or not, the summer is over! Around this time each year, children are buying backpacks, folders and notebooks, and high school juniors and seniors are beginning their college search and applicati ...

Financial
Aug 15, 2014

Taking On Risk

If you could earn and save enough money to meet all of your future financial obligations without taking any risk, would you?  I think it’s important to understand risk taking.   ...

Financial
Jul 15, 2014

It’s SIMPLE To Start Your Company Retirement Plan

In my last article, I discussed some basics of company retirement plans. You can read that article here. In this Insights, I will discuss the retirement plan that I recommend most often for busines ...

Financial
Jun 27, 2014

The Basics Of Company Retirement Plans

I am amused at how often business owners refer to all types of retirement plans as 401(k) plans. There are actually many types and varieties of retirement plans; and ironically, I seldom recommend a 4 ...

Financial
May 15, 2014

Three Financial Conversations To Have With Aging Parents

Caring for aging parents can be one of life’s greatest rewards and greatest struggles. Emotionally, it’s difficult to deal with parents aging and showing signs of physical weakness – ...

Financial
May 1, 2014

Continuity Versus Succession: The Five “Big Ds”

In my opinion, most business owners delay succession planning until they are much too close to their exits. For long-time business owners, it is difficult to imagine and emotionally adjust to the idea ...

Economic Development
Mar 27, 2014

Economic Development By The Sea

Most of us are quite familiar with the ongoing discussion about our area’s need for a unified vision for economic development.  Rob Kaiser, co-owner and publisher of Greater Wilmington Busi ...

Financial
Mar 15, 2014

Prioritizing Profits

This article is the second of a two-part series examining various ways for business owners to leverage their business profits. If you’d like to read part one, click here.   To recap, in p ...

Financial
Mar 1, 2014

What Should I Do With My Business Profits?

(Part 1 of 2)   Many of my clients (and a few non-clients) that are business owners have asked me what to do with business profits. The answer to this question certainly depends on a variety of ...

Financial
Feb 15, 2014

The Entrepreneur Retiree: A New Trend

Is this you? Worked hard to build enough financial security to retire Possess a valuable skill and not ready to put it on a shelf to get dusty  Have an idea for a business but not interes ...

Financial
Feb 1, 2014

Best Places To Retire In 2014

International Living just released their list of best places to retire in 2014. I personally think it’s a quality list that leverages a solid combination of relevant criteria for making its sele ...

Financial
Jan 10, 2014

New Year And New Focus On Saving For The Kids

Having children is one of life’s greatest joys, but paying for them is one of life’s greatest expenses. While it’s usually said jokingly, this time of year my younger clients often s ...

Financial
Dec 18, 2013

Financial New Year’s Resolution: 5 Ways to Improve Your Money Situation in 2014

Along with exercising and losing weight, improving one’s financial situation is among the most common New Year resolutions. Whether it’s saving more, spending less, or a combination of bot ...

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