Retirement Pathfinder with Barbara Lane & Phil Guske
By Barbara Lane and Phil Guske
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Category: Investing
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Subscribers: 4
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Episodes: 159
Description
Financial and retirement planning guidance from Rockford’s Barbara Lane & Phil Guske of Pathfinder Wealth Management.
| Episode | Date |
|---|---|
|
How to Avoid Tax Pitfalls and Prepare for Rising Healthcare Costs in Retirement
|
Mar 20, 2025 |
|
Three Key Principles to Build Wealth for Retirement
|
Mar 06, 2025 |
|
Retirement Strategies: Managing Investment Risks, Tax Planning, and Real Estate Backup Plans
|
Feb 20, 2025 |
|
Medicare Limits and Avoiding Overspending in Retirement
|
Feb 06, 2025 |
|
Retirement Risk: Protecting Your Nest Egg
|
Jan 16, 2025 |
|
Listener Questions About Old 401(k)s & Roth Conversions
|
Jan 02, 2025 |
|
2024's Best Stocking Stuffer: 10 Ideas for Financial Freedom
|
Dec 19, 2024 |
|
Mailbag: Should I Invest In Gold?
|
Dec 05, 2024 |
|
What Financial Advisors Wish Every Investor Knew
|
Nov 21, 2024 |
|
Retirement Mailbag: Roth Conversions, Debt Management, and Trusts Explained
|
Nov 07, 2024 |
|
Celebrity Advice Could Save Your Retirement: Unlikely Financial Wisdom
|
Oct 16, 2024 |
|
Mailbag: How Should I Handle My Pension and Next Steps After a Layoff?
|
Oct 03, 2024 |
|
Unlock Your Potential During National Financial Planning Month
|
Sep 19, 2024 |
|
Mailbag: Is 15-20 Times My Salary Enough To Retire?
|
Sep 05, 2024 |
|
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
|
Aug 15, 2024 |
|
Mailbag: Should I Delay My Retirement Plans Due to the Election?
|
Aug 01, 2024 |
|
6 Lies You Might Be Telling Yourself About Money
|
Jul 18, 2024 |
|
Mailbag: Your Questions About Social Security, Roth Conversions, Rollovers & More!
|
Jul 03, 2024 |
|
Retirement Rebels: Winning Your Financial Independence
|
Jun 21, 2024 |
|
Mailbag: Should I Roll Over My Old 401k with Impressive Returns?
|
Jun 06, 2024 |
|
The Beauty of Simplicity When Planning For Retirement
|
May 16, 2024 |
|
Mailbag: Retirement Dates, RMDs, Social Security & More!
|
May 02, 2024 |
|
Practical Strategies for Protecting Retirees Against Scams & Fraud
|
Apr 18, 2024 |
|
Best of Mailbag Questions (Part 2)
|
Apr 04, 2024 |
|
Best of Mailbag Questions
|
Mar 21, 2024 |
|
Mailbag: Gifting Money, Financial Indecision, Retirement Spending, and More!
|
Mar 07, 2024 |
|
How One Overlooked Issue Can Sink Your Retirement
|
Feb 22, 2024 |
|
Are Your Good Money Habits Holding You Back?
|
Feb 01, 2024 |
|
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
|
Jan 18, 2024 |
|
Mailbag: Are Year-End Charitable Donations Still Tax-Beneficial?
|
Jan 04, 2024 |
|
Patience Pays: The Power of Delayed Gratification
|
Dec 21, 2023 |
|
Mailbag: I’ve Maxed Out My 401(K)- Where Should I Invest Additional Money?
|
Dec 07, 2023 |
|
Retirement Planning’s “Hidden” Questions
|
Nov 16, 2023 |
|
Best Of Year End Planning Tips
|
Nov 02, 2023 |
|
Best Of Mailbag Questions
|
Oct 26, 2023 |
|
Dissecting Dave Ramsey’s Tik Tok Advice
|
Oct 05, 2023 |
|
AI vs a Real Advisor - Who Wins?
|
Sep 21, 2023 |
|
Building An Estate Plan With No Regrets
|
Sep 07, 2023 |
|
When It’s Time To Change Financial Advisors
|
Aug 17, 2023 |
|
Mailbag: I Fear A Recession - Should I Stop Contributing To My 401(k)?
|
Aug 03, 2023 |
|
Spotting Problematic Personalities of Rogue Advisors
|
Jul 20, 2023 |
|
Mailbag: Is My Account Too Small For My Advisor To Worry About?
|
Jun 29, 2023 |
|
Biggest Money Mistakes In Retirement Planning
|
Jun 15, 2023 |
|
Are You Making These Common Retirement Excuses?
|
May 25, 2023 |
|
How Age & Wisdom Impact Financial Planning
|
May 04, 2023 |
|
A Comprehensive Dismantling Of 2023’s Top Social Security Myths
|
Apr 20, 2023 |
|
Mailbag: Should I Push My Retirement Date Back?
|
Apr 06, 2023 |
|
Retirement Savings Basics & What to Know About Silicon Valley Bank
|
Mar 16, 2023 |
|
Mailbag: What To Know About Inheriting An IRA
|
Mar 02, 2023 |
|
What’s Your Biggest Financial Fear?
|
Feb 16, 2023 |
|
Mailbag: Should I Use Two Advisors To Plan My Retirement?
|
Feb 02, 2023 |
|
2023 Edition: Checklist For Retirement Preparedness
|
Jan 19, 2023 |
|
Mailbag: Do I Need Life Insurance?
|
Jan 05, 2023 |
|
The Top 5 401(k) Mistakes You Need To Avoid
|
Dec 15, 2022 |
|
Mailbag: Paying Off Rental Mortgages, Retirement Vs College Funding, And More
|
Dec 01, 2022 |
|
Making Smart Decisions During Major Life Events
|
Nov 17, 2022 |
|
Mailbag: When Should I Get More Conservative With My Portfolio?
|
Nov 03, 2022 |
|
Most Common Retirement Planning Questions About Taxes
|
Oct 20, 2022 |
|
Mailbag: Should I Be Considering Roth Conversions?
|
Oct 06, 2022 |
|
Please Read The Fine Print
|
Sep 22, 2022 |
|
Mailbag: Should I Pay Off My Mortgage Before Investing In Rental Properties?
|
Sep 08, 2022 |
|
How Procrastination Dooms Your Financial Future
|
Aug 25, 2022 |
|
Mailbag: Is Now The Time To Buy Stocks?
|
Aug 04, 2022 |
|
What They’re Saying: Analyzing Advice On Surviving A Bear Market
|
Jul 21, 2022 |
|
Why Retirement Planning Ain’t What It Used To Be
|
Jul 07, 2022 |
|
Investor Beware: Spotting Red Flags When Picking An Advisor
|
Jun 16, 2022 |
|
What You Need to Know About Reverse Mortgages
|
Jun 02, 2022 |
|
Is It Time to Panic?
|
May 19, 2022 |
|
Reasons You SHOULD Get Life Insurance
|
May 05, 2022 |
|
Common Housing Questions From Retirees
|
Apr 21, 2022 |
|
Mailbag: How Much Diversification Do I Need In My IRA?
|
Apr 07, 2022 |
|
How to Recognize Your Own Greed and Fight Against It
|
Mar 17, 2022 |
|
Mailbag: How Will A Divorce Affect My Retirement?
|
Mar 03, 2022 |
|
Who Even Needs a Financial Advisor?
|
Feb 17, 2022 |
|
Retirement Potpourri: Fill In The Blank
|
Feb 03, 2022 |
|
How ’The Great Resignation’ Could Impact You or a Loved One’s Retirement
|
Jan 20, 2022 |
|
22 Money Resolutions for 2022, Part 2
|
Jan 06, 2022 |
|
22 Money Resolutions for 2022, Part 1
|
Dec 21, 2021 |
|
Mailbag: Should I Take The Monthly Pension Or Lump Sum Payout?
|
Dec 02, 2021 |
|
Doomsday Scenario 2.1
|
Nov 23, 2021 |
|
Mailbag: How Often Should I Talk To My Financial Advisor?
|
Nov 04, 2021 |
|
Retirement Pyramid
|
Oct 21, 2021 |
|
Mailbag: Should You Contribute To A Roth?
|
Oct 07, 2021 |
|
Estate Planning With Special Guests Alex & Adam Agnew
|
Sep 23, 2021 |
|
Just What the Financial Doctor Ordered
|
Sep 02, 2021 |
|
What Makes Your Financial Advisor Tick
|
Aug 19, 2021 |
|
The Things That Don’t Matter… Until They Do
|
Aug 05, 2021 |
|
4 Things You Must Know About Decumulation To Retire Successfully
|
Jul 22, 2021 |
|
Mailbag: Is A Tax-Free Retirement Too Good To Be True?
|
Jul 01, 2021 |
|
Learning Through Uncommon Sense
|
Jun 17, 2021 |
|
Financial Fact or Fiction
|
Jun 03, 2021 |
|
Mailbag: Having A Mortgage In Retirement
|
May 20, 2021 |
|
Mailbag: Is It Wise To Go Back To Work After A Major Health Event?
|
May 06, 2021 |
|
Are You Flirting With Financial Disaster?
|
Apr 22, 2021 |
|
Mailbag: Grading A Financial Advisor's Performance
|
Apr 01, 2021 |
|
This Is Why You Never Assume
|
Mar 18, 2021 |
|
The Pathfinder Process
|
Mar 04, 2021 |
|
Tax Tips for 2021
|
Feb 18, 2021 |
|
Mailbag: When Is The Best Time To Get Back Into The Market?
|
Feb 04, 2021 |
|
Where All Our Financial Knowledge Comes From
|
Jan 21, 2021 |
|
Things Nobody Says
|
Jan 07, 2021 |
|
End of Year Planning Tasks
|
Dec 28, 2020 |
|
The Customer Isn't Always Right
|
Dec 03, 2020 |
|
Is Right Now The Ideal Time For A Roth Conversion?
|
Nov 25, 2020 |
|
Mailbag: Going To Cash, Long-Term Care Policies
|
Nov 05, 2020 |
|
Following The Financial Commandments
|
Oct 15, 2020 |
|
Is It Too Good to Be True?
|
Oct 01, 2020 |
|
Is The Illinois Fair Tax Really Fair?
|
Sep 17, 2020 |
|
Here Are Some Easy Ways To Ruin Your Retirement
|
Sep 03, 2020 |
|
Financial Issues Particularly Challenging For Women
|
Aug 20, 2020 |
|
Mailbag: Bonds, REITs, & Paying Off The Mortgage
|
Aug 06, 2020 |
|
Survival Guide: Lessons Learned For The Next Stock Market Crash
|
Jul 16, 2020 |
|
Mailbag: Penalty Fees, Inheritance, Travel Budget, & Using A Trust In Your Plan
|
Jul 02, 2020 |
|
Why Is The Stock Market Going Up When The Economy Is Going Down?
|
Jun 18, 2020 |
|
Should You Be Wary Of Some Of Dave Ramsey’s Advice?
|
Jun 04, 2020 |
|
Mailbag Edition
|
May 21, 2020 |
|
Best Intentions, Bad Advice
|
May 07, 2020 |
|
The CARES Act
|
Apr 16, 2020 |
|
Solid Financial Truths
|
Apr 02, 2020 |
|
Coronavirus Update & Financial Dictionary
|
Mar 19, 2020 |
|
How To Set Financial & Retirement Goals
|
Mar 05, 2020 |
|
Mailbag Questions: 401(k) Limits, Multiple Advisors, & Socially Responsible Investing
|
Feb 20, 2020 |
|
Where to Find Bias in Financial Media
|
Feb 06, 2020 |
|
SECURE Act Changes
|
Jan 16, 2020 |
|
Which Excuses Keep You From Retiring?
|
Jan 02, 2020 |
|
Mailbag Questions, Part 2
|
Dec 19, 2019 |
|
Finding Silver Linings In Bad Financial Situations
|
Dec 05, 2019 |
|
Estate Planning Mistakes
|
Nov 21, 2019 |
|
Sabotaging Your Own Retirement
|
Nov 07, 2019 |
|
Mailbag Questions
|
Oct 31, 2019 |
|
Why The Final Decade Of Work Is So Important
|
Oct 03, 2019 |
|
What Will The Next Market Crash Look Like?
|
Sep 19, 2019 |
|
Busting The Biggest Financial Myths
|
Sep 05, 2019 |
|
3rd & 4th Quarter Planning To-Do List
|
Aug 15, 2019 |
|
Why You Should Plan For Retirement With A Sense Of Urgency
|
Aug 01, 2019 |
|
Mailbag - Nervous Spending, Forced Retirement & Professional Help
|
Jul 18, 2019 |
|
Mailbag - Dipping Into Retirement Savings, Switching Annuities, Company Stock
|
Jul 03, 2019 |
|
Storytime: Making Rare Recommendations
|
Jun 20, 2019 |
|
5 Simple Retirement Questions (That Are Hard To Answer)
|
Jun 06, 2019 |
|
Mailbag - Retiring Early, Inherited Rental Property, Stretch IRA, Down Markets
|
May 23, 2019 |
|
Facing The 4 Major Realities of Retirement Planning
|
May 02, 2019 |
|
Mailbag - Getting Out of Real Estate, A Market Crash, Tax Brackets, Financial Books
|
Apr 18, 2019 |
|
Solving 4 Pain Points In Your Financial Life
|
Apr 04, 2019 |
|
Mailbag - Roth IRAs, Robo-Advisors, Tech Stocks
|
Mar 28, 2019 |
|
Episode #15: Mailbag - Cash Settlements, Social Security Taxes, Inheritance
|
Mar 07, 2019 |
|
Episode #14: The 5 Dangerous Mindsets That Can Sink Your Retirement
|
Feb 21, 2019 |
|
Episode #13: Mailbag - Social Security, Old Life Insurance Policies, and Market Crash Fears
|
Feb 07, 2019 |
|
Episode #12: Market Volatility And How You Should React
|
Jan 17, 2019 |
|
Episode #11: The Complications Of An Early Retirement
|
Jan 03, 2019 |
|
Episode #10: Important Financial Terms You Should Know
|
Dec 13, 2018 |
|
Episode #9: Solving The Financial Puzzle
|
Dec 06, 2018 |
|
Episode #8: Settle The Debate - Right Or Wrong
|
Nov 15, 2018 |
|
Episode #7: Mailbag - IRAs, 401(k)s, Short-Term Investing, Rental Properties
|
Nov 01, 2018 |
|
Getting Started: A Financial Plan’s First Steps
|
Jul 05, 2018 |
|
Mailbag: Too Much Life Insurance, Roth Accounts, Inflation, And Retirement Empowerment
|
Jun 22, 2018 |
|
Mailbag: Do I Have Enough For Retirement?
|
Jun 07, 2018 |
|
Storytime: A Few Of The Right Things
|
May 24, 2018 |
|
Mailbag: Ex-Husband's Social Security, Tax Changes, Long Term Care, And Living On A Forced Budget
|
May 10, 2018 |
|
An Important Question: How Do You Know?
|
Apr 26, 2018 |