Retirement Pathfinder with Barbara Lane & Phil Guske

A Comprehensive Dismantling Of 2023’s Top Social Security Myths

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com

Mailbag: Should I Push My Retirement Date Back?

We will be answering some mailbag questions on today's show. This time around we be discussing if you should cancel your life insurance policy, if it's wise to push back the date you want to retire, and how conservative your retirement portfolio should be.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com

Retirement Savings Basics & What to Know About Silicon Valley Bank

Are you aware that not all retirement accounts are created equal? It's crucial to understand the purpose and advantages of each type of account to make the best choice for your future. In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples. We’ll help you weigh the pros and cons of each and give you insights into the purposes they serve so that you can make an informed decision. Join us and discover why understanding the purpose of these accounts is essential for securing a comfortable retirement. Plus, Barbara and Phil will update you on the Silicon Valley Bank collapse and what actually happened.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com

Mailbag: What To Know About Inheriting An IRA

We will be answering mailbag questions that came in on today's show. We will be discussing if it's wise to do Roth conversions, what to know about inheriting an IRA, and how your tax picture changes in retirement.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com

What’s Your Biggest Financial Fear?

We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

Mailbag: Should I Use Two Advisors To Plan My Retirement?

It's another mailbag edition of the show. This time around we will discuss investing an inheritance, if it's wise to have two financial advisors, and what strategies you might be able to put in place for your family to make sure their income needs are met once you pass away.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

2023 Edition: Checklist For Retirement Preparedness

Another year is upon us and it’s a great time to ask yourself some key questions questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

Mailbag: Do I Need Life Insurance?

We will be answering some listener questions on this episode. We will talk about some annuity considerations, how to know if life insurance is a good fit for your plan, and why social security planning is crucial for your retirement.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

The Top 5 401(k) Mistakes You Need To Avoid

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

Mailbag: Paying Off Rental Mortgages, Retirement Vs College Funding, And More

In this episode, we will answer some listener questions that will help you gauge the best way to spend extra cash when you have options available.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com