139 episodes

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

Retirement Pathfinder with Barbara Lane & Phil Guske Barbara Lane and Phil Guske

    • Business
    • 5.0 • 2 Ratings

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

    The Beauty of Simplicity When Planning For Retirement

    The Beauty of Simplicity When Planning For Retirement

    Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.
     
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Schedule A 15 Minute Consult: http://PathfinderChat.com

    • 22 min
    Mailbag: Retirement Dates, RMDs, Social Security & More!

    Mailbag: Retirement Dates, RMDs, Social Security & More!

    We've got four great questions that we'll cover in today's mailbag episode. Tony asks whether, as a pastor, it's advisable for him to opt out of Social Security. David's wife is nine years younger than him, and he wonders if he should take out a large insurance policy on himself. Tune in to see what you can learn from these real-life scenarios!
     
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Schedule A 15 Minute Consult: http://PathfinderChat.com

    • 21 min
    Practical Strategies for Protecting Retirees Against Scams & Fraud

    Practical Strategies for Protecting Retirees Against Scams & Fraud

    As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.
     
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Schedule A 15 Minute Consult: http://PathfinderChat.com

    • 21 min
    Best of Mailbag Questions (Part 2)

    Best of Mailbag Questions (Part 2)

    We're back with another special edition of the podcast for you today! We've pulled more of our favorite mailbag questions from prior episodes and compiled them into one conversation for you. In this week's show, Barbara and Phil talk about making financial decisions after a real estate sale, long-term care coverage, and ethical considerations in investing.
     
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Schedule A 15 Minute Consult: http://PathfinderChat.com

    • 16 min
    Best of Mailbag Questions

    Best of Mailbag Questions

    We've got a special edition of the podcast for you today! We've pulled some of our favorite mailbag questions from prior episodes and compiled them into one conversation for you. Stay tuned as Barbara and Phil discuss tax laws, pensions for federal employees, traveling in retirement, and more. Don't miss the opportunity to learn from real-life financial planning scenarios!
     
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Schedule A 15 Minute Consult: http://PathfinderChat.com

    • 20 min
    Mailbag: Gifting Money, Financial Indecision, Retirement Spending, and More!

    Mailbag: Gifting Money, Financial Indecision, Retirement Spending, and More!

    Welcome back to the Retirement Pathfinder. We've got some mailbag questions for you to enjoy today! Dorothy wishes to financially support her daughter and grandchild, who are facing challenges due to the newborn's extended hospital stay, but isn't sure about the tax implications and feasibility. Charles has been pinching pennies for 10 years in retirement and wonders whether he should start spending more liberally and travel more often. Click the play button to see what you can learn!
     
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Schedule A 15 Minute Consult: http://PathfinderChat.com

    • 17 min

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