Retirement Pathfinder with Barbara Lane & Phil Guske

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

Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com

Mailbag: Should I Delay My Retirement Plans Due to the Election?

Mailbag episodes are one of our favorite ways to answer your questions! This week, one listener asks if, due to concerns about rising taxes in the future, all their retirement savings should be directed into a Roth account. Another listener asks if they should extend their working career due to the uncertainty caused by the upcoming election.
 
What Is My Tax Bill?
https://retirementtaxbill.com/?u=SVYrdGRTNWJsUDk5Zmw4bnp4QnVpQT09
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
 
 
 

6 Lies You Might Be Telling Yourself About Money

Are you telling yourself financial lies? Discover the top 6 lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so stay tuned!
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com

Mailbag: Your Questions About Social Security, Roth Conversions, Rollovers & More!

In today’s episode, we tackle your burning questions about retirement planning. Our first mailbag question comes from Mary, who is concerned about her portfolio’s performance and whether she should start taking Social Security now or wait until age 70. Matt asks about converting large amounts to a Roth IRA in one go. Patrick’s question about rolling over old 401Ks leads to a discussion on the advantages of consolidating accounts into an IRA. Finally, Ronnie asks whether it’s a good idea to have investments, taxes, and legal documents handled by the same firm.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com

Retirement Rebels: Winning Your Financial Independence

Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com