67 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.

    Mailbag: Is It Wise To Go Back To Work After A Major Health Event?

    Mailbag: Is It Wise To Go Back To Work After A Major Health Event?

    It's another mailbag edition of the show! Today, we discuss possible ways to plan a retirement in a unique family situation, going back to work after a major health event, and concerns about the stability of social security.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 20 min
    Are You Flirting With Financial Disaster?

    Are You Flirting With Financial Disaster?

    Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 24 min
    Mailbag: Grading A Financial Advisor's Performance

    Mailbag: Grading A Financial Advisor's Performance

    It's another mailbag edition of the show where we sit down and answer questions from our listeners. This time around we discuss leaving your entire 401(k) to a child, how you can grade your financial advisor's performance, and investment advice from the media.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 23 min
    This Is Why You Never Assume

    This Is Why You Never Assume

    We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 27 min
    The Pathfinder Process

    The Pathfinder Process

    We spend a lot of time on the podcasts covering general financial topics, but we have not explained the Pathfinder Process that Barbara and Phil use everyday in their practice. They'll discuss the three stages of their process, the various topics they will ask about, and the importance of educating their clients.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 17 min
    Tax Tips for 2021

    Tax Tips for 2021

    As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 22 min

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