Retirement Pathfinder with Barbara Lane & Phil Guske

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

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