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
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
Mar 19, 2026
Mar 19, 2026
4 min
Let's discuss why waiting too long, underestimating rising costs, and worrying about the wrong risks could quietly derail your 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/
Mar 19, 2026
4 min
Mar 5, 2026
Mar 5, 2026
4 min
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/
Mar 5, 2026
4 min
Feb 19, 2026
Feb 19, 2026
3 min
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/
Feb 19, 2026
3 min
Feb 5, 2026
Feb 5, 2026
4 min
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/
Feb 5, 2026
4 min
Jan 15, 2026
Jan 15, 2026
4 min
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/
Jan 15, 2026
4 min
Dec 31, 2025
Dec 31, 2025
4 min
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/
Dec 31, 2025
4 min
Dec 18, 2025
Dec 18, 2025
3 min
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/
Dec 18, 2025
3 min
Dec 4, 2025
Dec 4, 2025
4 min
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/
Dec 4, 2025
4 min






