Retirement Pathfinder with Barbara Lane & Phil Guske

Mailbag: Is A Tax-Free Retirement Too Good To Be True?

We open up the mailbag on today's show to answer some of your questions. Some topics we cover today will be combining old 401(k) accounts, leaving an inheritance to children, and more.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Learning Through Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Financial Fact or Fiction

Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Mailbag: Having A Mortgage In Retirement

We are back with another mailbag show. This time around, we discuss a popular rule of thumb, rolling over your 401(k) after you retire, and much more.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Mailbag: Is It Wise To Go Back To Work After A Major Health Event?

It's another mailbag edition of the show! Today, we discuss possible ways to plan a retirement in a unique family situation, going back to work after a major health event, and concerns about the stability of social security.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Are You Flirting With Financial Disaster?

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Mailbag: Grading A Financial Advisor's Performance

It's another mailbag edition of the show where we sit down and answer questions from our listeners. This time around we discuss leaving your entire 401(k) to a child, how you can grade your financial advisor's performance, and investment advice from the media.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

This Is Why You Never Assume

We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

The Pathfinder Process

We spend a lot of time on the podcasts covering general financial topics, but we have not explained the Pathfinder Process that Barbara and Phil use everyday in their practice. They'll discuss the three stages of their process, the various topics they will ask about, and the importance of educating their clients.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/

Tax Tips for 2021

As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Contact: http://pathfinderadvisory.com/contact/