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
60 minutes ago
60 minutes ago
3 min
Paying off debt and pursuing higher returns may sound like smart moves on the surface, but the right strategy depends on where you are in your retirement journey.
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/
60 minutes ago
3 min
Sep 3, 2026
Sep 3, 2026
3 min
Many retirees assume they’re diversified and financially secure, but overlapping investments, spending habits, and risk tolerance can quietly undermine even well-funded retirement plans.
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/
Sep 3, 2026
3 min
Aug 20, 2026
Rethinking Financial Advice Sources
Aug 20, 2026
Aug 20, 2026
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/
Aug 20, 2026
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






