36 episodes

Financial and retirement planning guidance from Rockford's Barbara Lane & Phil Guske of Pathfinder Wealth Management.

Retirement Pathfinder Barbara Lane and Phil Guske

    • Investing

Financial and retirement planning guidance from Rockford's Barbara Lane & Phil Guske of Pathfinder Wealth Management.

    SECURE Act Changes

    SECURE Act Changes

    The new year brought big changes to retirement accounts with the SECURE Act so let's talk about the areas you need to pay attention to. Plus, we'll open up the mailbag to cover cash, stock, and retirement planning.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 23 min
    Which Excuses Keep You From Retiring?

    Which Excuses Keep You From Retiring?

    Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 27 min
    Mailbag Questions, Part 2

    Mailbag Questions, Part 2

    Today's show is another mailbag edition. This time around we will answer how much risk is appropriate in retirement, consolidating multiple accounts, and more.
    Important Links:
    VA's Website: https://www.va.gov/pension/ 
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 21 min
    Finding Silver Linings In Bad Financial Situations

    Finding Silver Linings In Bad Financial Situations

    Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 17 min
    Estate Planning Mistakes

    Estate Planning Mistakes

    There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 22 min
    Sabotaging Your Own Retirement

    Sabotaging Your Own Retirement

    With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 21 min

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