Retirement Pathfinder with Barbara Lane & Phil Guske

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

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