Retirement Pathfinder with Barbara Lane & Phil Guske

By Barbara Lane and Phil GuskeBusiness News Investing Business News

Retirement Pathfinder with Barbara Lane & Phil Guske episodes

October 01 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/
5 min
September 17 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/
4 min
September 03 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/
4 min
August 20 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/
5 min
August 06 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/
4 min
July 16 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/
4 min
July 02 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/
5 min
June 18 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/
5 min
June 04 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/
5 min
May 21 Why Retirement Confidence Can Collapse Without a Clear Income Plan
As retirement approaches, some workers discover too late that savings alone may not be enough to maintain their lifestyle or recover from market downturns.
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/
5 min