Mailbag – Dipping Into Retirement Savings, Switching Annuities, Company Stock

The Fork In The Road Buying a new car with retirement savings, switching one annuity for another, and overloading your portfolio in your company's stock. We'll cover all of those intriguing questions and more on today's mailbag edition of the podcast. Directions Click the play button to listen to this...

Storytime: Making Rare Recommendations

The Fork In The Road On today's show, Barbara and Phil will share with us stories about a time they recommended something to a client that they almost never recommend to anyone else. Why did it make sense in these particular cases? We'll learn a lot from these stories on...

5 Simple Retirement Questions (That Are Hard To Answer)

The Fork In The Road Some of retirement planning’s most important questions seem so simple at first. They can be asked in just 4-5 words and give the impression the answers are a simple “yes” or “no”. But it’s tricky because many of these questions can become overwhelming to answer....

Facing The 4 Major Realities of Retirement Planning

The Fork In The Road The realities of retirement planning are different than they were even a decade ago. Let’s talk about some of the realities that affect how you need to plan… Directions Click the play button to listen to this episode! [podbean type=audio-rectangle resource="episode=zn34s-aee7b8" skin="1" auto="0" height=100 ]...

Solving 4 Pain Points In Your Financial Life

The Fork In The Road When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Phil and Barbara tell us about some times where they've helped clients through these frustrating areas. Directions...

Mailbag – Roth IRAs, Robo-Advisors, Tech Stocks

The Fork In The Road Barbara and Phil answer a whole variety of listener-submitted questions this week. Find out their preferences on Roth vs. traditional IRA accounts, what you should know about robo-advisors, what you might do if you're heavily invested in tech stocks with a short time horizon, and...

Episode #14: The 5 Dangerous Mindsets That Can Sink Your Retirement

The Fork In The Road In many phases of life our attitudes and mindsets can have big impacts on where we go and what we do. Retirement planning is no different. Let’s look at the five dangerous mindsets that can quickly sink your retirement if you’re not careful to guard...

Episode #13: Mailbag – Social Security, Life Insurance, and Market Crash Fears

The Fork In The Road This week, we feature listener questions on when to take social security, cashing out old life insurance policies, market crash fears, and more. Directions Click the play button to listen to this episode! [podbean type=audio-rectangle resource="episode=jj8qa-a5b65a" skin="1" auto="0" height=100 ] Subscribe The Team Phillip Guske,...

Episode #12: Market Volatility And How You Should React

The Fork In The Road The recent volatility in the stock market has dominated the news for months now, and when tension is high it can be difficult not to make rash decisions. So in this episode, Barbara and Phil will fill you in on how the news affects markets...

Episode #11: The Complications Of An Early Retirement

The Fork In The Road An early retirement sounds fantastic to most people. Who wouldn’t want to kick off the extra travel, less stress and more freedom that retirement can often bring a little earlier than planned? However, a lot of people don’t realize the additional complications presented when you...

Episode #10: Important Financial Terms You Should Know

The Fork In The Road A lot of financial terms can get confusing, even if you’ve heard them talked about a lot in the news or in a financial meeting at work or even around the dinner table with family. Let’s explore some important terms you might have heard before,...

Episode #9: Solving The Financial Puzzle

The Fork In The Road On this weeks' episode, learn about the history of Pathfinder Advisory and the unique educational approach that Phil and Barbara take as financial advisors in order to empower their clients. And later, Barbara offers some insight into how to set expectations about your portfolio. Directions...

Episode #8: Settle The Debate – Right Or Wrong

The Fork In The Road Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds and annuities. And we’ll try to answer why there are so many different...

Episode #7: Mailbag – IRAs, 401(k)s, Short-Term Investing, Rental Properties

The Fork In The Road Join us as we feature your questions on short-term investing, self-directed IRAs, and rental properties. Directions Click the play button to listen to this episode! [podbean type=audio-rectangle resource="episode=7crus-9dcb34" skin="1" auto="0" height=100 ] Subscribe   The Team Phillip Guske, Barbara Lane & Phil Guske. Contact.

Episode #6: Getting Started – A Financial Plan’s First Steps

The Fork In The Road For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on a first step to get you started. But depending on your situation, your most logical first step could be one of several...

Episode #4: Mailbag – Do I Have Enough For Retirement?

The Fork In The Road Clark in Roscoe wants to know if his family's $1.5 million is enough to have saved for retirement. It's a common question that the Pathfinder team gets. So, how much is enough to get you through retirement without having to worry about your money? Phil...