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Retirement Pathfinder

Business & Economics Podcasts

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

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

Location:

United States

Description:

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

Language:

English

Contact:

9193781410


Episodes

Mailbag Edition

5/21/2020
We've had a lot of great listener questions come in, so we decided to make them the focus of this episode. Beverly asks if she is properly diversified given the large number of mutual funds in her portfolio. Amber is curious if she is on track to retire with the amount of money she has saved at age 55. Barbara and Phil tackle these questions and much more. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

Duration:00:26:05

Best Intentions, Bad Advice

5/7/2020
Barbara and Phil will provide an update on conversations they've had with clients about the Coronavirus and then move into a discussion on where you're getting financial advice from. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

Duration:00:20:10

The CARES Act

4/16/2020
Congress recently passed the CARES Act to try and help alleviate some of the financial impacts that the Coronavirus has had on the country. Barbara and Phil will run down the main points of this bill and discuss their overall thoughts of this new piece of legislation. We will also answer a few mailbag questions in the second half of the show. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

Duration:00:23:34

Solid Financial Truths

4/2/2020
A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

Duration:00:24:40

Coronavirus Update & Financial Dictionary

3/19/2020
The Coronavirus and other economic forces have caused the stock market to crater and experience some wild ups and downs the past few weeks. It has a lot of investors feeling emotional and worried about their retirement plans. Barbara and Phil will give their opinions on the down market and the advice they are currently giving their clients. We will also break down what a backdoor Roth IRA is and discuss the differences between active and passive management styles. Important...

Duration:00:22:50

How To Set Financial & Retirement Goals

3/5/2020
We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact:...

Duration:00:19:34

Mailbag Questions: 401(k) Limits, Multiple Advisors, & Socially Responsible Investing

2/20/2020
We dedicate another episode to answering your questions that have come in from the mailbag. Today we discuss 401 (k) contribution limits, having multiple advisors, and socially responsible investing. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

Duration:00:19:58

Where to Find Bias in Financial Media

2/6/2020
It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

Duration:00:21:26

SECURE Act Changes

1/16/2020
The new year brought big changes to retirement accounts with the SECURE Act so let's talk about the areas you need to pay attention to. Plus, we'll open up the mailbag to cover cash, stock, and retirement planning. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

Duration:00:23:53

Which Excuses Keep You From Retiring?

1/2/2020
Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.” Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

Duration:00:27:16

Mailbag Questions, Part 2

12/19/2019
Today's show is another mailbag edition. This time around we will answer how much risk is appropriate in retirement, consolidating multiple accounts, and more. Important Links: VA's Website: https://www.va.gov/pension/ Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

Duration:00:21:44

Finding Silver Linings In Bad Financial Situations

12/5/2019
Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

Duration:00:17:47

Estate Planning Mistakes

11/21/2019
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

Duration:00:22:19

Sabotaging Your Own Retirement

11/7/2019
With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

Duration:00:21:10

Mailbag Questions

10/31/2019
We dip into the listener mailbag to answer questions on rental properties, 401(k) rollovers, how much money you need in retirement, and how a business owner can invest their profits. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/ Phone: (815) 399-9806

Duration:00:19:58

Why The Final Decade Of Work Is So Important

10/3/2019
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/ Contact: http://pathfinderadvisory.com/contact/ Phone: (815) 399-9806

Duration:00:23:26

What Will The Next Market Crash Look Like?

9/19/2019
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/ Contact: http://pathfinderadvisory.com/contact/ Phone: (815) 399-9806

Duration:00:21:22

Busting The Biggest Financial Myths

9/5/2019
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: http://pathfinderadvisory.com/contact/ Phone: (815) 399-9806

Duration:00:17:48

3rd & 4th Quarter Planning To-Do List

8/15/2019
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://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/ Phone: (815) 399-9806

Duration:00:24:30

Why You Should Plan For Retirement With A Sense Of Urgency

8/1/2019
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…

Duration:00:24:27