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Retirement Pathfinder with Barbara Lane & Phil Guske
Barbara Lane and Phil Guske
178 episodes
6 days ago
Financial and retirement planning guidance from Rockford’s Barbara Lane & Phil Guske of Pathfinder Wealth Management.
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All content for Retirement Pathfinder with Barbara Lane & Phil Guske is the property of Barbara Lane and Phil Guske and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Financial and retirement planning guidance from Rockford’s Barbara Lane & Phil Guske of Pathfinder Wealth Management.
Show more...
Investing
Business,
News,
Business News
Episodes (20/178)
Retirement Pathfinder with Barbara Lane & Phil Guske
Will Your Retirement Savings Go the Distance? The Hidden Costs Threatening Your Nest Egg
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, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/
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6 days ago
4 minutes

Retirement Pathfinder with Barbara Lane & Phil Guske
Fewer Pensions, Higher Taxes: Why Retirement Planning Can’t Wait
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.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/
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2 weeks ago
3 minutes

Retirement Pathfinder with Barbara Lane & Phil Guske
Planning for Peace of Mind: Navigating Retirement Challenges
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 Out Your Tax Bill: https://whatismytaxbill.com/
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1 month ago
4 minutes

Retirement Pathfinder with Barbara Lane & Phil Guske
Protecting Your Retirement Savings from Costly Mistakes
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/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/
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1 month ago
3 minutes

Retirement Pathfinder with Barbara Lane & Phil Guske
How Fiduciary Advisors Help Retirees Protect Their Savings
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 Tax Bill: https://whatismytaxbill.com/
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2 months ago
3 minutes

Retirement Pathfinder with Barbara Lane & Phil Guske
Saving, Staying the Course, and Seeing Retirement as a Process
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 Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/
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2 months ago
3 minutes

Retirement Pathfinder with Barbara Lane & Phil Guske
Retiring Soon? Here’s Why a Down Market Isn’t the Only Thing to Plan For
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://whatismytaxbill.com/
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3 months ago
3 minutes

Retirement Pathfinder with Barbara Lane & Phil Guske
Saving Too Little, Living Too Long: Retirement by the Numbers
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 Out Your Tax Bill: https://whatismytaxbill.com/
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3 months ago
4 minutes

Retirement Pathfinder with Barbara Lane & Phil Guske
The IRS: Your Silent Retirement Partner
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 Tax Bill: https://whatismytaxbill.com/
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4 months ago
4 minutes

Retirement Pathfinder with Barbara Lane & Phil Guske
The Hidden Risks of Retirement: What Most People Don’t Plan For
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: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/
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4 months ago
4 minutes 30 seconds

Retirement Pathfinder with Barbara Lane & Phil Guske
Avoiding A Retirement Tax Time Bomb
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 Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/
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5 months ago
4 minutes 19 seconds

Retirement Pathfinder with Barbara Lane & Phil Guske
Protecting Your Retirement: The Key Factors to Consider for Income and Estate Planning
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://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/
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5 months ago
3 minutes 41 seconds

Retirement Pathfinder with Barbara Lane & Phil Guske
3 Retirement Moves You Can’t Afford to Get Wrong
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 Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/
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6 months ago
3 minutes 5 seconds

Retirement Pathfinder with Barbara Lane & Phil Guske
Weathering the Storm: Retirement Planning in Volatile Markets
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/
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6 months ago
3 minutes 16 seconds

Retirement Pathfinder with Barbara Lane & Phil Guske
The Overlooked Costs of Early Retirement: Budget Gaps, Purpose, and the Risk of Regret
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://whatismytaxbill.com/
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7 months ago
3 minutes 50 seconds

Retirement Pathfinder with Barbara Lane & Phil Guske
Why Knowing What’s in Your Portfolio Could Make or Break Your Retirement
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.com/
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7 months ago
4 minutes 36 seconds

Retirement Pathfinder with Barbara Lane & Phil Guske
Making Your Retirement Savings Last
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/
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8 months ago
4 minutes 30 seconds

Retirement Pathfinder with Barbara Lane & Phil Guske
Building a Flexible and Sustainable Retirement Plan
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/
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8 months ago
4 minutes 2 seconds

Retirement Pathfinder with Barbara Lane & Phil Guske
How Inflation Can Impact Your Retirement and How to Plan for It
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.com/
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9 months ago
4 minutes 11 seconds

Retirement Pathfinder with Barbara Lane & Phil Guske
How to Avoid Tax Pitfalls and Prepare for Rising Healthcare Costs in Retirement
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/
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9 months ago
4 minutes 44 seconds

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