Retirement Pathfinder with Barbara Lane & Phil Guske

How To Set Financial & Retirement Goals

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Mailbag Questions: 401(k) Limits, Multiple Advisors, & Socially Responsible Investing

We dedicate another episode to answering your questions that have come in from the mailbag. Today we discuss 401 (k) contribution limits, having multiple advisors, and socially responsible investing.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Where to Find Bias in Financial Media

It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

SECURE Act Changes

The new year brought big changes to retirement accounts with the SECURE Act so let's talk about the areas you need to pay attention to. Plus, we'll open up the mailbag to cover cash, stock, and retirement planning.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Which Excuses Keep You From Retiring?

Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Mailbag Questions, Part 2

Today's show is another mailbag edition. This time around we will answer how much risk is appropriate in retirement, consolidating multiple accounts, and more.
Important Links:
VA's Website: https://www.va.gov/pension/ 
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Finding Silver Linings In Bad Financial Situations

Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Estate Planning Mistakes

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Sabotaging Your Own Retirement

With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Mailbag Questions

We dip into the listener mailbag to answer questions on rental properties, 401(k) rollovers, how much money you need in retirement, and how a business owner can invest their profits.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/
Phone: (815) 399-9806