Retirement Pathfinder with Barbara Lane & Phil Guske

Making Smart Decisions During Major Life Events

Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

Mailbag: When Should I Get More Conservative With My Portfolio?

On this mailbag show, we will be discussing at what age should you get more conservative in your retirement portfolio, early retirement considerations, and if life insurance is a good strategy in your retirement plan.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

Most Common Retirement Planning Questions About Taxes

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

Mailbag: Should I Be Considering Roth Conversions?

We will be opening up the mailbag on today's show to answer some listener questions. We will be discussing if it's wise to start taking social security to pay off your house, some considerations when thinking about doing a Roth conversion, and some things you can do with an inheritance.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

Please Read The Fine Print

It’s been said that “the sales brochure giveth and the fine print taketh away.” In this episode, we’ll talk about some of the things we hear from people when they don’t pay enough attention to the fine print.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

Mailbag: Should I Pay Off My Mortgage Before Investing In Rental Properties?

It's another mailbag edition of the show. This time around we will discuss contributing to your retirement account with commissions, if it's wise to pay off your own mortgage before investing in rental properties, and some considerations when looking at investment returns.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

How Procrastination Dooms Your Financial Future

People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

Mailbag: Is Now The Time To Buy Stocks?

On today's show, we will be answering some mailbag questions that have come into the show. We will discuss some TSP strategies, buying stocks in a down market, and when you should hire a financial advisor.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

What They’re Saying: Analyzing Advice On Surviving A Bear Market

It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll breakdown the guidance to provide some important context and perspective.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com

Why Retirement Planning Ain’t What It Used To Be

In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com