Retirement Pathfinder with Barbara Lane & Phil Guske

Retirement Pathfinder with Barbara Lane & Phil Guske

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

Episodes

March 5, 2026 4 mins

What retirees and pre-retirees should understand about moving a 401(k), investing through an IRA, and why Roth accounts continue to stand out for tax-free growth.

 

Important Links:

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

Schedule a 15-minute Consult: http://PathfinderChat.com

Buy the book, Roadmap For A Stress-Free Retiremen...

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As more retirees face high long-term care expenses and complex estate decisions, planning ahead can protect both your finances and your family’s 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:/...

Mark as Played

As market swings fuel anxiety among retirees, a closer look at history reveals why reacting to headlines and trying to jump in and out of the market often leads to costly mistakes.

 

Important Links:

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

Schedule a 15-minute Consult: http://PathfinderChat.com

Buy the book, Roadmap For A Str...

Mark as Played

Many retirees rely on strategies they believe are safe, but new insights reveal how market timing, long-term bonds, and canceling life insurance may create more risk than protection.

 

Important Links:

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

Schedule a 15-minute Consult: http://PathfinderChat.com

Buy the book, Roadmap For A S...

Mark as Played

Longer lifespans, rising taxes, and persistent inflation are quietly reshaping how long retirement money lasts- and why many Americans may need to rethink their financial plans before it’s too late.

 

Important Links:

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

Schedule a 15-minute Consult: http://PathfinderChat.com

Buy the book,...

Mark as Played

With pensions disappearing and future tax rates being always uncertain, it's important for folks to take retirement planning into their own hands.

 

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....

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Retirement brings both freedom and financial decisions- learn practical steps to manage your savings, taxes, and biggest worries.

 

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 O...

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In today's episode, we share smart strategies for handling investments, big purchases, and company stock to keep your retirement savings safe.

 

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/4...

Mark as Played

Making the right financial decisions in retirement means working with advisors who always put your best interest first.

 

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 Ta...

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A closer look at why steady saving, resisting panic in the markets, and treating retirement as an ongoing journey can make all the difference for your 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 Ret...

Mark as Played

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...

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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

Find O...

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September 4, 2025 4 mins

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

Find Out Your T...

Mark as Played

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...

Mark as Played
August 7, 2025 4 mins

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

Buy the book, Roadmap For A Stress-Free Ret...

Mark as Played

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...

Mark as Played

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

Buy the book, Roadmap For A Stress-Free R...

Mark as Played

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/

Mark as Played

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...

Mark as Played

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...

Mark as Played

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