Retirement Pathfinder with Barbara Lane & Phil Guske

Mailbag episodes are one of our favorite ways to answer your questions! This week, one listener asks if, due to concerns about rising taxes in the future, all their retirement savings should be directed into a Roth account. Another listener asks if they should extend their working career due to the uncertainty caused by the upcoming election.
 
What Is My Tax Bill?
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Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
 
 
 

Are you telling yourself financial lies? Discover the top 6 lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so stay tuned!
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com

In today’s episode, we tackle your burning questions about retirement planning. Our first mailbag question comes from Mary, who is concerned about her portfolio’s performance and whether she should start taking Social Security now or wait until age 70. Matt asks about converting large amounts to a Roth IRA in one go. Patrick’s question about rolling over old 401Ks leads to a discussion on the advantages of consolidating accounts into an IRA. Finally, Ronnie asks whether it’s a good idea to have investments, taxes, and legal documents handled by the same firm.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com

Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com

It's a mailbag edition of the show today! We've got four great questions coming your way. Hazel asks for a checklist of financial priorities to address before she retires from her job at the hospital. Joseph asks whether he should proceed with rolling over his 401k from his old job, given its strong performance this year.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com

We've got four great questions that we'll cover in today's mailbag episode. Tony asks whether, as a pastor, it's advisable for him to opt out of Social Security. David's wife is nine years younger than him, and he wonders if he should take out a large insurance policy on himself. Tune in to see what you can learn from these real-life scenarios!
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com

We're back with another special edition of the podcast for you today! We've pulled more of our favorite mailbag questions from prior episodes and compiled them into one conversation for you. In this week's show, Barbara and Phil talk about making financial decisions after a real estate sale, long-term care coverage, and ethical considerations in investing.
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com

We've got a special edition of the podcast for you today! We've pulled some of our favorite mailbag questions from prior episodes and compiled them into one conversation for you. Stay tuned as Barbara and Phil discuss tax laws, pensions for federal employees, traveling in retirement, and more. Don't miss the opportunity to learn from real-life financial planning scenarios!
 
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com