Retirement Pathfinder

Retirement Pathfinder

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

Episodes

August 4, 2022 22 min

On today's show, we will be answering some mailbag questions that have come into the show. We will discuss some TSP strategies, buying stocks in a down market, and when you should hire a financial advisor.

 

Important Links:

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

Schedule A Meeting: http://PathfinderChat.com

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It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll breakdown the guidance to provide s...

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In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success.

 

Important Links:

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

...

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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 Man...

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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:...

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May 19, 2022 21 min

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

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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  so...

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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:

Pa...

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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

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When it comes to your money, you might have several different voices in your head—maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it.

 

Important Links:

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

Schedule A Meeting: http://PathfinderChat.com

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For this week's podcast, we will answer some of the listener questions that have come in. We will discuss how a divorce could impact your retirement assets, opting out of paying into social security, and some retirement spending considerations.

 

Important Links:

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

Schedule A Meeting: http://PathfinderChat.com

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February 17, 2022 24 min

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.

 

Important Links:

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

Schedule A Meeting: http://PathfinderCh...

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February 3, 2022 23 min

Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!

 

Important Links:

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

Schedule A Meeting: http://PathfinderChat.com

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Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway.

 

Important Links:

Pathfinder Wealth Management: http://pathf...

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January 6, 2022 17 min

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We will go over the final 11 resolutions on today's show.

Important Links:

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

Schedule A Meeting: http://PathfinderChat.com

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December 21, 2021 22 min

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We will go over the first 11 resolutions on today's show.

Important Links:

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

Schedule A Meeting: http://PathfinderChat.com

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We always love answering questions from our loyal listeners. Today, we'll dive into questions like: how long should I wait to take social security? Do I turn my monthly pension into a lump sum payout? Am I better off with two brokers or one?

Important Links:

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

Schedule A Meeting: http://PathfinderChat.com

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November 23, 2021 23 min

The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to continue to rise and skyrocket. Barbra and Phil will discuss some historic inflation numbers and how to hedge against this risk.

Important Links:

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

Schedule A Meeting: http://PathfinderChat.com

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We take some time this week to answer some of our listener questions that have come in. Today we will discuss using home equity for an emergency fund, spending money in retirement without worry, and setting up expectations with how often you sit down with your financial advisor.

Important Links:

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

Schedule A Meeting: http://PathfinderChat.com

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October 21, 2021 20 min

Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll structure retirement planning in the form of a pyramid and work our way through each level. You’ll learn the elements that make up the foundation of a plan and which conversations build on top of that initial base.

Important Links:

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

Schedule A Meeting: http://P...

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