94 episodes

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

Retirement Pathfinder Barbara Lane and Phil Guske

    • Business

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

    Investor Beware: Spotting Red Flags When Picking An Advisor

    Investor Beware: Spotting Red Flags When Picking An Advisor

    Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.

     

    Important Links:

    Pathfinder Wealth Management: http://pathfinderadvisory.com/

    Schedule A Meeting: http://PathfinderChat.com

    • 24 min
    What You Need to Know About Reverse Mortgages

    What You Need to Know About Reverse Mortgages

    On this episode, we bring on our special guest Larry McArnarney from Reverse Mortgage Funding. Larry has been in the business since 1999 and has done reverse mortgages for many unique situations over the years. Larry will talk about some of the basics of reverse mortgages, common misconceptions, and when it could be a fit in someone’s financial plan.

    https://www.reversefunding.com/

     

    Important Links:

    Pathfinder Wealth Management: http://pathfinderadvisory.com/

    Schedule A Meeting: http://PathfinderChat.com

    • 24 min
    Is It Time to Panic?

    Is It Time to Panic?

    Inflation is up. Supply chain issues continue. The market is down. Military conflicts continue. Pretty much anywhere you look you'll find unsettling news. Is it finally time to panic? Let Barbara and Phil ease your nerves and tell you why this time is like all the others.

     

    Important Links:

    Pathfinder Wealth Management: http://pathfinderadvisory.com/

    Schedule A Meeting: http://PathfinderChat.com

    • 21 min
    Reasons You SHOULD Get Life Insurance

    Reasons You SHOULD Get Life Insurance

    Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is 
    going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to 
    focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. 
    Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are 
    some other reasons why life insurance can be a useful part of your retirement plan.

     

    Important Links:

    Pathfinder Wealth Management: http://pathfinderadvisory.com/

    Schedule A Meeting: http://PathfinderChat.com

    • 18 min
    Common Housing Questions From Retirees

    Common Housing Questions From Retirees

    Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be on your mind.

     

    Important Links:

    Pathfinder Wealth Management: http://pathfinderadvisory.com/

    Schedule A Meeting: http://PathfinderChat.com

    • 18 min
    Mailbag: How Much Diversification Do I Need In My IRA?

    Mailbag: How Much Diversification Do I Need In My IRA?

    It's another mailbag edition of the podcast! This time around we will discuss variables that determine how much retirement income you may need, diversification in an IRA, and reducing the risk in your portfolio.


     


    Important Links:


    Pathfinder Wealth Management: http://pathfinderadvisory.com/


    Schedule A Meeting: http://PathfinderChat.com

    • 18 min

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