44 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.

    Mailbag Edition

    Mailbag Edition

    We've had a lot of great listener questions come in, so we decided to make them the focus of this episode. Beverly asks if she is properly diversified given the large number of mutual funds in her portfolio. Amber is curious if she is on track to retire with the amount of money she has saved at age 55. Barbara and Phil tackle these questions and much more.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 26 min
    Best Intentions, Bad Advice

    Best Intentions, Bad Advice

    Barbara and Phil will provide an update on conversations they've had with clients about the Coronavirus and then move into a discussion on where you're getting financial advice from.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 20 min
    The CARES Act

    The CARES Act

    Congress recently passed the CARES Act to try and help alleviate some of the financial impacts that the Coronavirus has had on the country. Barbara and Phil will run down the main points of this bill and discuss their overall thoughts of this new piece of legislation. We will also answer a few mailbag questions in the second half of the show.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 23 min
    Solid Financial Truths

    Solid Financial Truths

    A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 24 min
    Coronavirus Update & Financial Dictionary

    Coronavirus Update & Financial Dictionary

    The Coronavirus and other economic forces have caused the stock market to crater and experience some wild ups and downs the past few weeks. It has a lot of investors feeling emotional and worried about their retirement plans. Barbara and Phil will give their opinions on the down market and the advice they are currently giving their clients. We will also break down what a backdoor Roth IRA is and discuss the differences between active and passive management styles.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 22 min
    How To Set Financial & Retirement Goals

    How To Set Financial & Retirement Goals

    We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.
    Important Links:
    Pathfinder Wealth Management: http://pathfinderadvisory.com/
    Contact: http://pathfinderadvisory.com/contact/

    • 19 min

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