Retirement Pathfinder with Barbara Lane & Phil Guske

Retirement Planning Moves to Know: 401(k) Rollovers, Real Estate in IRAs, and the Power of Roth Accounts

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 Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/

Rising Costs and Planning Ahead: Key Steps for Retirement and Long-Term Care

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://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/

Why Trying to Time the Market Can Hurt Retirement Savings When Volatility Hits

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 Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/

Why Market Timing, Bond Shifts, and Dropping Life Insurance Could Backfire in Retirement

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 Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/

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/

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/

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/

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/

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/

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/