Retirement Pathfinder with Barbara Lane & Phil Guske

Solving 4 Pain Points In Your Financial Life

When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Phil and Barbara tell us about some times where they've helped clients through these frustrating areas.

Mailbag - Roth IRAs, Robo-Advisors, Tech Stocks

Barbara and Phil answer a whole variety of listener-submitted questions this week. Find out their preferences on Roth vs. traditional IRA accounts, what you should know about robo-advisors, what you might do if you're heavily invested in tech stocks with a short time horizon, and more.

Episode #15: Mailbag - Cash Settlements, Social Security Taxes, Inheritance

Join us as Barbara and Phil feature your listener questions. They'll discuss how to handle a cash settlement from an auto accident, how much of your social security is taxable, what to do if you've maxed out your Roth IRA contributions, and more.

Episode #14: The 5 Dangerous Mindsets That Can Sink Your Retirement

In many phases of life our attitudes and mindsets can have big impacts on where we go and what we do. Retirement planning is no different. Let’s look at the five dangerous mindsets that can quickly sink your retirement if you’re not careful to guard against these, sometimes, natural instincts.

Episode #13: Mailbag - Social Security, Old Life Insurance Policies, and Market Crash Fears

This week, we feature listener questions on when to take social security, cashing out old life insurance policies, market crash fears, and more.

Episode #12: Market Volatility And How You Should React

The recent volatility in the stock market has dominated the news for months now, and when tension is high it can be difficult not to make rash decisions. So in this episode, Barbara and Phil will fill you in on how the news affects markets and how that should affect you and your financial plan.

Episode #11: The Complications Of An Early Retirement

An early retirement sounds fantastic to most people. Who wouldn’t want to kick off the extra travel, less stress and more freedom that retirement can often bring a little earlier than planned? However, a lot of people don’t realize the additional complications presented when you retire early. Let’s tackle what early retirement means for most people and how you can put together a realistic plan to execute it if it’s the right decision for you.

Episode #10: Important Financial Terms You Should Know

A lot of financial terms can get confusing, even if you’ve heard them talked about a lot in the news or in a financial meeting at work or even around the dinner table with family. Let’s explore some important terms you might have heard before, but also might need a better understanding of what they mean.

Episode #9: Solving The Financial Puzzle

On this weeks' episode, learn about the history of Pathfinder Advisory and the unique educational approach that Phil and Barbara take as financial advisors in order to empower their clients. And later, Barbara offers some insight into how to set expectations about your portfolio.

Episode #8: Settle The Debate - Right Or Wrong

Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds and annuities. And we’ll try to answer why there are so many different opinions on these concepts.