Financial and retirement planning guidance from Rockford’s Barbara Lane & Phil Guske of Pathfinder Wealth Management.
Beyond finances, we'll look at how retirees can prepare mentally and emotionally for what comes next.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://wh...
Data shows that many Americans are drastically underprepared for their retirement, but there’s still time to shift your strategy.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
If your savings are in pre-tax accounts, future tax increases could shrink what you keep. Listen in and learn how you can maximize what you take home.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
From unexpected long-term care costs to hidden taxes and running out of money, this report breaks down the retirement threats that not everybody sees coming.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: ht...
The wrong savings strategy today could lead to massive tax bills later. Listen in and learn how to avoid paying more taxes on your retirement accounts than necessary.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Learn how to realistically plan for your retirement income, avoid costly mistakes with long-term care, and safeguard your estate with expert advice.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amz...
This fresh look at retirement planning highlights the importance of outpacing inflation, getting educated, and making smart decisions about when to claim Social Security.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Even in unpredictable markets, a long-term retirement strategy can help you stay on track and avoid costly mistakes.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Many dream of retiring early, but few consider the financial strain and emotional toll that can follow without a clear plan.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismy...
As retirement grows longer for many Americans, a simple question—what’s actually in your portfolio—could be the key to lasting financial security.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill...
Many approaching retirement struggle with balancing savings, debt, and financial tools like annuities — here’s how to build a strategy that will be better tailored to you.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com...
Learn why planning for retirement goes beyond saving and how understanding your expenses and investment strategy can help ensure a comfortable future.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Learn why being too conservative with your investments in retirement could put your savings at risk and how a diversified portfolio can help protect you from rising inflation.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill...
Learn how managing your retirement income and planning for healthcare expenses can help you retire with confidence and avoid unexpected financial challenges.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Learn how paying yourself first, finding a mentor, and understanding compound interest can set you up for a secure financial future.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Discover key strategies for retirement, from diversifying investments and understanding Roth accounts to preparing a backup plan for rental property income.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Learn the critical details about Medicare coverage and how to stay financially secure by managing spending in retirement.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
Discover why reducing risk, building trust with your advisor, and smart planning are the keys to a stress-free retirement in this insightful mini-podcast.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
We’re diving into your questions about old 401(k)s—should you roll them over, leave them, or something else entirely? Plus, we’re breaking down Roth conversions—when they make sense, and how they might save you money in the long run.
Also, this is the final regularly scheduled Retirement Pathfinder Podcast. Most future episodes will feature shorter, bite-sized, news story-type episodes. Think of them as mini podcasts. They'll still...
The holiday season is here, and while you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and plan for the future you deserve.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.
The official podcast of comedian Joe Rogan.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!