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Retirement Pathfinder with Barbara Lane & Phil Guske

Financial and retirement planning guidance from Rockford’s Barbara Lane & Phil Guske of Pathfinder Wealth Management.

Last Episode Date: 16 May 2024

Total Episodes: 139

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16 May 2024
The Beauty of Simplicity When Planning For Retirement

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 my...

22 min
2 May 2024
Mailbag: Retirement Dates, RMDs, Social Security & More!

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 him...

21 min
18 April 2024
Practical Strategies for Protecting Retirees Against Scams & Fraud

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 fro...

21 min
4 April 2024
Best of Mailbag Questions (Part 2)

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 ...

16 min
21 March 2024
Best of Mailbag Questions

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 re...

20 min
7 March 2024
Mailbag: Gifting Money, Financial Indecision, Retirement Spending, and More!

Welcome back to the Retirement Pathfinder. We've got some mailbag questions for you to enjoy today! Dorothy wishes to financially support her daughter and grandchild, who are facing challenges due to the newborn's extended hospital stay, but isn't sure about the tax implicat...

17 min
22 February 2024
How One Overlooked Issue Can Sink Your Retirement

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the ...

24 min
1 February 2024
Are Your Good Money Habits Holding You Back?

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and stric...

24 min
18 January 2024
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?

Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. We'll discuss the new dynami...

21 min
4 January 2024
Mailbag: Are Year-End Charitable Donations Still Tax-Beneficial?

In this week's mailbag episode, Dan asks whether the changes in tax laws in recent years have affected the tax benefits of his charitable donations. Amy asks if her approach of not rushing to pay off debt, utilizing a Home Equity Line for major expenses, and prioritizing ret...

20 min
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