Retirement Pathfinder with Barbara Lane & Phil Guske

Barbara Lane and Phil Guske
  • 5.0 (2)
  • INVESTING
  • UPDATED BIWEEKLY
Retirement Pathfinder with Barbara Lane & Phil Guske

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

  1. APR 17

    Building a Flexible and Sustainable Retirement Plan

    Learn why planning for retirement goes beyond saving and how understanding your expenses and investment strategy can help ensure a comfortable future.   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/

    4 min

  2. APR 4

    How Inflation Can Impact Your Retirement and How to Plan for It

    Learn why being too conservative with your investments in retirement could put your savings at risk and how a diversified portfolio can help protect you from rising inflation.   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/

    4 min

  3. MAR 20

    How to Avoid Tax Pitfalls and Prepare for Rising Healthcare Costs in Retirement

    Learn how managing your retirement income and planning for healthcare expenses can help you retire with confidence and avoid unexpected financial challenges.   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/

    5 min

  4. MAR 6

    Three Key Principles to Build Wealth for Retirement

    Learn how paying yourself first, finding a mentor, and understanding compound interest can set you up for a secure financial future.   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/

    5 min

  5. FEB 20

    Retirement Strategies: Managing Investment Risks, Tax Planning, and Real Estate Backup Plans

    Discover key strategies for retirement, from diversifying investments and understanding Roth accounts to preparing a backup plan for rental property income.   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/

    4 min

  6. FEB 6

    Medicare Limits and Avoiding Overspending in Retirement

    Learn the critical details about Medicare coverage and how to stay financially secure by managing spending in retirement.   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/

    4 min

  7. JAN 16

    Retirement Risk: Protecting Your Nest Egg

    Discover why reducing risk, building trust with your advisor, and smart planning are the keys to a stress-free retirement in this insightful mini-podcast.   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/

    4 min

  8. JAN 2

    Listener Questions About Old 401(k)s & Roth Conversions

    We’re diving into your questions about old 401(k)s—should you roll them over, leave them, or something else entirely? Plus, we’re breaking down Roth conversions—when they make sense, and how they might save you money in the long run. Also, this is the final regularly scheduled Retirement Pathfinder Podcast. Most future episodes will feature shorter, bite-sized, news story-type episodes. Think of them as mini podcasts. They'll still publish twice per month and contain helpful retirement planning insights. And Barb and Phil will return to the "airwaves" occassionally for commentary on major market events and other things you should know. We hope you enjoy the new format! 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/

    22 min
See All (161)

Ratings & Reviews

5
out of 5
2 Ratings

About

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

Information

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada