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
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
Nov 20, 2025
Nov 20, 2025
3 min
In today's episode, we share smart strategies for handling investments, big purchases, and company stock to keep your retirement savings safe.
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/
Nov 20, 2025
3 min
Nov 6, 2025
Nov 6, 2025
3 min
Making the right financial decisions in retirement means working with advisors who always put your best interest first.
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/
Nov 6, 2025
3 min
Oct 16, 2025
Oct 16, 2025
3 min
A closer look at why steady saving, resisting panic in the markets, and treating retirement as an ongoing journey can make all the difference for your financial 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/
Oct 16, 2025
3 min
Oct 2, 2025
Oct 2, 2025
3 min
Beyond finances, we'll look at how retirees can prepare mentally and emotionally for what comes next.
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/
Oct 2, 2025
3 min
Sep 18, 2025
Sep 18, 2025
4 min
Data shows that many Americans are drastically underprepared for their retirement, but there’s still time to shift your strategy.
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 18, 2025
4 min
Sep 4, 2025
The IRS: Your Silent Retirement Partner
Sep 4, 2025
Sep 4, 2025
4 min
If your savings are in pre-tax accounts, future tax increases could shrink what you keep. Listen in and learn how you can maximize what you take home.
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 4, 2025
4 min
Aug 21, 2025
Aug 21, 2025
4 min
From unexpected long-term care costs to hidden taxes and running out of money, this report breaks down the retirement threats that not everybody sees coming.
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 21, 2025
4 min
Aug 7, 2025
Avoiding A Retirement Tax Time Bomb
Aug 7, 2025
Aug 7, 2025
4 min
The wrong savings strategy today could lead to massive tax bills later. Listen in and learn how to avoid paying more taxes on your retirement accounts than necessary.
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 7, 2025
4 min






