Retirement Pathfinder with Barbara Lane & Phil Guske

Retirement Risk: Protecting Your Nest Egg

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/

Listener Questions About Old 401(k)s & Roth Conversions

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 publish twice per month and contain helpful retirement planning insights. And Barb and Phil will return to the "airwaves" occassionally for commentary on major market events and other things you should know. We hope you enjoy the new format!
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/

2024's Best Stocking Stuffer: 10 Ideas for Financial Freedom

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/
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/

Mailbag: Should I Invest In Gold?

We have 4 great listener questions to answer today. Jan asks if she should withdraw all her money from an annuity now that the penalty period has ended. Andy asks whether he should invest in gold, and, if so, whether gold coins or gold bars are the better choice. We've got a lot to get into, so let's get started!
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com

What Financial Advisors Wish Every Investor Knew

Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood. Plus, Barbara and Phil will react to the election and discuss what might be on the agenda for the new administration.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com

Retirement Mailbag: Roth Conversions, Debt Management, and Trusts Explained

Barbara Lane and Phil Guske answer listener questions on a variety of retirement planning topics. From Roth conversions and their tax implications to strategies for paying off debt while still saving for retirement, they cover key considerations for anyone approaching retirement. Barbara and Phil also discuss the importance of involving both spouses in financial planning, offer investment advice for high-income earners, and provide insights into managing inherited trusts.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com

Celebrity Advice Could Save Your Retirement: Unlikely Financial Wisdom

You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com

Mailbag: How Should I Handle My Pension and Next Steps After a Layoff?

We have several great financial planning questions to cover in this week's mailbag episode. Steve asks how to decide between taking his pension as a lump sum or as monthly income, and what other factors he should consider as he plans for his upcoming layoff and future steps. Amy asks how much she should set aside for taxes on the house and $100,000 in her late father's checking account, as his only beneficiary.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com

Unlock Your Potential During National Financial Planning Month

With National Financial Planning Month upon us, we’re sitting down with Barbara and Phil to uncover the strategies and steps that go into building a personalized financial plan. From that first phone call to implementing a strategy that aligns with your goals, this discussion will offer valuable insights for anyone looking to understand what it looks like to go through the planning process with a real financial advisor.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com

Mailbag: Is 15-20 Times My Salary Enough To Retire?

In this mailbag episode, Marty asks if the recommendation of having 15 to 20 times your annual salary in savings for a comfortable retirement is accurate. Kim asks whether she should continue interviewing more financial advisors to find the perfect one or if she's being too picky. Tune in as we dive into these and other insightful listener questions!
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com