Retirement Pathfinder with Barbara Lane & Phil Guske
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.
Episodes
7 days ago
Rethinking Financial Advice Sources
7 days ago
7 days ago
4 min
As retirement decisions grow more complex, many are being urged to be cautious about relying on family, friends, and media commentary instead of qualified, personalized financial guidance.
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/
7 days ago
4 min
Aug 6, 2026
Aug 6, 2026
3 min
Market swings can test even seasoned investors, but a disciplined approach to risk and diversification may be more important than trying to time the next move.
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/
Aug 6, 2026
3 min
Jul 16, 2026
Jul 16, 2026
3 min
Why chasing quick profits and trying to time the market could put retirement goals at risk, and what investors should focus on instead.
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/
Jul 16, 2026
3 min
Jul 2, 2026
Jul 2, 2026
4 min
From maximizing workplace retirement contributions to timing Social Security and navigating life expectancy uncertainty, key choices before and during retirement can significantly affect long-term 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/
Jul 2, 2026
4 min
Jun 18, 2026
Jun 18, 2026
4 min
Here’s why retirees should be cautious about market predictions, media personalities, and pressure to make quick investment moves.
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/
Jun 18, 2026
4 min
Jun 4, 2026
Retirement Risks Beyond the Market
Jun 4, 2026
Jun 4, 2026
4 min
A closer look at why retirees and pre-retirees may need to rethink company stock exposure, cash holdings, and long-term investment strategy in today’s economy.
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/
Jun 4, 2026
4 min
May 21, 2026
May 21, 2026
4 min
As retirement approaches, some workers discover too late that savings alone may not be enough to maintain their lifestyle or recover from market downturns.
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/
May 21, 2026
4 min
May 7, 2026
May 7, 2026
4 min
Why rising costs, hidden investment risk, and overly complex portfolios could impact your retirement income- and what to watch for now.
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/
May 7, 2026
4 min
Apr 16, 2026
Should You Take Your Pension as a Lump Sum?
Apr 16, 2026
Apr 16, 2026
3 min
With underfunded plans and company closures always being a risk, retirees may be better off controlling their own retirement funds rather than relying on a traditional pension.
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/
Apr 16, 2026
3 min
Apr 2, 2026
When Your Will Isn’t Enough
Apr 2, 2026
Apr 2, 2026
4 min
As retirement approaches, overlooked paperwork and poorly timed property transfers could undo years of financial planning and create unexpected problems for your heirs.
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/
Apr 2, 2026
4 min






