Retirement Pathfinder with Barbara Lane & Phil Guske

Hosted by Barbara Lane and Phil Guske

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Episodes

197

Latest episode

Oct 2026

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About the show

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

Listen to episodes

60 recent

October 15, 2026Episode 1974 min

How Diversification and Rebalancing Can Help Protect Your Retirement Savings

Learn how avoiding panic selling, maintaining a balanced portfolio, and managing investment risk can help retirees prepare for the next market downturn. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

October 1, 2026Episode 1964 min

When Staying Put Could Cost You More

A penalty for moving your retirement money may be expensive, but staying put could also mean years of ongoing fees that eat into your savings. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

September 17, 2026Episode 1953 min

Why Chasing Higher Returns Can Put Your Retirement Plan at Risk

Paying off debt and pursuing higher returns may sound like smart moves on the surface, but the right strategy depends on where you are in your retirement journey. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

September 3, 2026Episode 1943 min

Why “More Funds” Doesn’t Mean Less Risk in Retirement Portfolios

Many retirees assume they’re diversified and financially secure, but overlapping investments, spending habits, and risk tolerance can quietly undermine even well-funded retirement plans. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

August 20, 2026Episode 1934 min

Rethinking Financial Advice Sources

As retirement decisions grow more complex, many are being urged to be cautious about relying on family, friends, and media commentary instead of qualified, personalized financial guidance. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

August 6, 2026Episode 1923 min

Retirement Investing During Market Volatility

Market swings can test even seasoned investors, but a disciplined approach to risk and diversification may be more important than trying to time the next move. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

July 16, 2026Episode 1913 min

Get Rich Slow: A Conversation On Inflation, Discipline, And Long-Term Growth

Why chasing quick profits and trying to time the market could put retirement goals at risk, and what investors should focus on instead. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

July 2, 2026Episode 1904 min

Three Retirement Decisions That Can Shape Lifetime Income

From maximizing workplace retirement contributions to timing Social Security and navigating life expectancy uncertainty, key choices before and during retirement can significantly affect long-term financial security. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

June 18, 2026Episode 1894 min

Separating Investment Information from Financial Entertainment

Here’s why retirees should be cautious about market predictions, media personalities, and pressure to make quick investment moves. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

June 4, 2026Episode 1884 min

Retirement Risks Beyond the Market

A closer look at why retirees and pre-retirees may need to rethink company stock exposure, cash holdings, and long-term investment strategy in today’s economy. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/