Retirement Pathfinder with Barbara Lane & Phil Guske
Barbara Lane and Phil Guske
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Retirement Planning Challenges: Inflation, Risk Levels, and Too Many Accounts
Why rising costs, hidden investment risk, and overly complex portfolios could impact your retirement income- and what to watch for now. Important Links: Pathfinder Wealth…
Should You Take Your Pension as a Lump Sum?
With underfunded plans and company closures always being a risk, retirees may be better off controlling their own retirement funds rather than relying on a traditional pension. Important…
When Your Will Isn’t Enough
As retirement approaches, overlooked paperwork and poorly timed property transfers could undo years of financial planning and create unexpected problems for your heirs. Important Links: Pathfinder…
The Cost of Waiting: How Delayed Planning Can Shrink Your Retirement Security
Let's discuss why waiting too long, underestimating rising costs, and worrying about the wrong risks could quietly derail your retirement plans. Important Links: Pathfinder Wealth…
Retirement Planning Moves to Know: 401(k) Rollovers, Real Estate in IRAs, and the Power of Roth Accounts
What retirees and pre-retirees should understand about moving a 401(k), investing through an IRA, and why Roth accounts continue to stand out for tax-free growth. Important Links: Pathfinder Wealth…
Rising Costs and Planning Ahead: Key Steps for Retirement and Long-Term Care
As more retirees face high long-term care expenses and complex estate decisions, planning ahead can protect both your finances and your family’s future. Important Links: Pathfinder Wealth…
Why Trying to Time the Market Can Hurt Retirement Savings When Volatility Hits
As market swings fuel anxiety among retirees, a closer look at history reveals why reacting to headlines and trying to jump in and out of the market often leads to costly mistakes. Important…
Why Market Timing, Bond Shifts, and Dropping Life Insurance Could Backfire in Retirement
Many retirees rely on strategies they believe are safe, but new insights reveal how market timing, long-term bonds, and canceling life insurance may create more risk than protection. Important…
Will Your Retirement Savings Go the Distance? The Hidden Costs Threatening Your Nest Egg
Longer lifespans, rising taxes, and persistent inflation are quietly reshaping how long retirement money lasts- and why many Americans may need to rethink their financial plans before it’s too…
Fewer Pensions, Higher Taxes: Why Retirement Planning Can’t Wait
With pensions disappearing and future tax rates being always uncertain, it's important for folks to take retirement planning into their own hands. Important Links: Pathfinder Wealth…
Planning for Peace of Mind: Navigating Retirement Challenges
Retirement brings both freedom and financial decisions- learn practical steps to manage your savings, taxes, and biggest worries. Important Links: Pathfinder Wealth…
Protecting Your Retirement Savings from Costly Mistakes
In today's episode, we share smart strategies for handling investments, big purchases, and company stock to keep your retirement savings safe. Important Links: Pathfinder Wealth…
How Fiduciary Advisors Help Retirees Protect Their Savings
Making the right financial decisions in retirement means working with advisors who always put your best interest first. Important Links: Pathfinder Wealth…
Saving, Staying the Course, and Seeing Retirement as a Process
A closer look at why steady saving, resisting panic in the markets, and treating retirement as an ongoing journey can make all the difference for your financial future. Important Links: Pathfinder…
Retiring Soon? Here’s Why a Down Market Isn’t the Only Thing to Plan For
Beyond finances, we'll look at how retirees can prepare mentally and emotionally for what comes next. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a…
Saving Too Little, Living Too Long: Retirement by the Numbers
Data shows that many Americans are drastically underprepared for their retirement, but there’s still time to shift your strategy. Important Links: Pathfinder Wealth…
The IRS: Your Silent Retirement Partner
If your savings are in pre-tax accounts, future tax increases could shrink what you keep. Listen in and learn how you can maximize what you take home. Important Links: Pathfinder Wealth…
The Hidden Risks of Retirement: What Most People Don’t Plan For
From unexpected long-term care costs to hidden taxes and running out of money, this report breaks down the retirement threats that not everybody sees coming. Important Links: Pathfinder Wealth…
Avoiding A Retirement Tax Time Bomb
The wrong savings strategy today could lead to massive tax bills later. Listen in and learn how to avoid paying more taxes on your retirement accounts than necessary. Important Links: Pathfinder…
Protecting Your Retirement: The Key Factors to Consider for Income and Estate Planning
Learn how to realistically plan for your retirement income, avoid costly mistakes with long-term care, and safeguard your estate with expert advice. Important Links: Pathfinder Wealth…
Frequently Asked Questions
Retirement Pathfinder with Barbara Lane & Phil Guske has published 186 episodes since April 2018, covering topics in Business, Business News.
Retirement Pathfinder with Barbara Lane & Phil Guske is currently highly active with new episodes every 2 weeks. Average episode length is 21m.
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