Retirement Pathfinder

Retirement Pathfinder

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

Episodes

The last decade of your working life is a very important one from a retirement planning perspective. Let's talk about some of the things you want to be sure you address during that 10-year period.

Important Links:

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

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September 19, 2019 21 min

Some people think we're on the cusp of the next stock market crash. Others predict that we're just due for a minor correction. But let's talk about what the next market crash might look like, even if we don't know when it will come.

Important Links:

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

Contac... Read more

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September 5, 2019 17 min

Today’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that.

Important Links:

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

Contact:  Read more

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August 15, 2019 24 min

As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s podcast to find out.

Important Links:

Pathfinder Wealth Management: http:... Read more

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Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency…

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Are you too nervous to spend your money in retirement? Are you assuming you'll be in a lower tax bracket in retirement? Is 57 too early to retire? We'll answer all of those listener questions on today's show and explore why it's a good idea to get professional help with your financial plan.

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Are you too nervous to spend your money in retirement? Are you assuming you'll be in a lower tax bracket in retirement? Is 57 too early to retire? We'll answer all of those listener questions on today's show and explore why it's a good idea to get professional help with your financial plan.

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Buying a new car with retirement savings, switching one annuity for another, and overloading your portfolio in your company's stock. We'll cover all of those intriguing questions and more on today's mailbag edition of the podcast.

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On today's show, Barbara and Phil will share with us stories about a time they recommended something to a client that they almost never recommend to anyone else. Why did it make sense in these particular cases? We'll learn a lot from these stories on today's episode.

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Some of retirement planning’s most important questions seem so simple at first. They can be asked in just 4-5 words and give the impression the answers are a simple “yes” or “no”. But it’s tricky because many of these questions can become overwhelming to answer. Let’s cover some of the important retirement questions that are harder to answer than you might think.

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You asked some great questions this week. We're going to talk about the complications of retiring early, what to do with an inherited rental property, the possible elimination of the Stretch IRA strategy, and how to position yourself for a potential down market in the future.

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The realities of retirement planning are different than they were even a decade ago. Let’s talk about some of the realities that affect how you need to plan…

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Answering your questions about the assumption of being in a lower tax bracket in retirement, whether a market crash is coming soon, and how to dump large positions in real estate as you transition into retirement. Plus, what are some great books you can read to arm yourself with information about retirement planning? We'll answer all those questions and have some fun along the way on this week's show.

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When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Phil and Barbara tell us about some times where they've helped clients through these frustrating areas.

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Barbara and Phil answer a whole variety of listener-submitted questions this week. Find out their preferences on Roth vs. traditional IRA accounts, what you should know about robo-advisors, what you might do if you're heavily invested in tech stocks with a short time horizon, and more.

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Join us as Barbara and Phil feature your listener questions. They'll discuss how to handle a cash settlement from an auto accident, how much of your social security is taxable, what to do if you've maxed out your Roth IRA contributions, and more.

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In many phases of life our attitudes and mindsets can have big impacts on where we go and what we do. Retirement planning is no different. Let’s look at the five dangerous mindsets that can quickly sink your retirement if you’re not careful to guard against these, sometimes, natural instincts.

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This week, we feature listener questions on when to take social security, cashing out old life insurance policies, market crash fears, and more.

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The recent volatility in the stock market has dominated the news for months now, and when tension is high it can be difficult not to make rash decisions. So in this episode, Barbara and Phil will fill you in on how the news affects markets and how that should affect you and your financial plan.

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An early retirement sounds fantastic to most people. Who wouldn’t want to kick off the extra travel, less stress and more freedom that retirement can often bring a little earlier than planned? However, a lot of people don’t realize the additional complications presented when you retire early. Let’s tackle what early retirement means for most people and how you can put together a realistic plan to execute it if it’s the right decisi... Read more

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