Mailbag: Grading A Financial Advisor’s Performance

The Fork In The Road It's another mailbag edition of the show where we sit down and answer questions from our listeners. This time around we discuss leaving your entire 401(k) to a child, how you can grade your financial advisor's performance, and investment advice from the media. Click the...

This Is Why You Never Assume

The Fork In The Road We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show. Click the play button to listen to this episode! Subscribe Apple Podcasts Google Podcasts Spotify Stitcher iHeartRadio TuneIn Radio The Team Phillip Guske, Barbara...

The Pathfinder Process

The Fork In The Road We spend a lot of time on the podcasts covering general financial topics, but we have not explained the Pathfinder Process that Barbara and Phil use everyday in their practice. They'll discuss the three stages of their process, the various topics they will ask about,...

Tax Tips for 2021

The Fork In The Road As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions. Click the play button to listen to this...

Mailbag: When Is The Best Time To Get Back Into The Market?

The Fork In The Road On this week's podcast, Barbara and Phil answer some mailbag questions that have come into the show. They discuss when is the best time to get back into the stock market, using life insurance as retirement income, and much more. Click the play button to...

Where All Our Financial Knowledge Comes From

The Fork In The Road Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything...

Things Nobody Says

The Fork In The Road You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why. Click the play button to listen to this episode! Subscribe Apple Podcasts Google Podcasts Spotify Stitcher iHeartRadio TuneIn Radio The Team Phillip Guske, Barbara...

End of Year Planning Tasks

The Fork In The Road Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. Click the play button to listen to this episode! Subscribe Apple Podcasts Google Podcasts Spotify Stitcher iHeartRadio TuneIn Radio The Team Phillip Guske,...

The Customer Isn’t Always Right

The Fork In The Road In the retail world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your...

Mailbag: Going To Cash, Long-Term Care Policies

The Fork In The Road Today's podcast is dedicated to answering questions that have come in from our listeners. A few topics we cover are long-term care policies, worries about the market, passing money down, and much more! Click the play button to listen to this episode! Subscribe Apple Podcasts...

Following The Financial Commandments

The Fork In The Road On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan. Click the play button to listen to this episode! Subscribe Apple Podcasts Google Play Google Podcasts Spotify Stitcher iHeartRadio TuneIn Radio The Team...

Is It Too Good to Be True?

The Fork In The Road The S&P 500 has risen on strong growth from large cap stocks but is it too good to be true? You might be feeling like you're missing out on these investments but maybe you aren't. Let's talk about whether it's a good investment moving forward...

Is The Illinois Fair Tax Really Fair?

The Fork In The Road Illinois voters will soon be deciding on an issue impacting the state’s financial future as well as their own bank accounts. This fair tax proposal has been a hot topic of conversation across the state but also with our clients. Today we'll break down the...

Here Are Some Easy Ways To Ruin Your Retirement

The Fork In The Road Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up? Let’s tackle five easy ways to ruin your retirement (then just do the...

Financial Issues Particularly Challenging For Women

The Fork In The Road Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women. Click the...

Mailbag: Bonds, REITs, & Paying Off The Mortgage

The Fork In The Road On this mailbag edition of the podcast, we'll talk about whether it's a good idea to invest in bonds or REITs, what services you should expect from your financial advisor, and whether or not you should pay off your mortgage. We'll also get Phil's take...

Survival Guide: Lessons Learned For The Next Stock Market Crash

The Fork In The Road So, we’ve all experienced what a market crash feels like in recent memory. If you had forgotten what it felt like in 2008, then 2020 should have been a sobering reminder of what it’s like to experience that sudden market drop. Now, we don’t know...

Why Is The Stock Market Going Up When The Economy Is Going Down?

The Fork In The Road There is no question that the COVID-19 pandemic caused major turmoil in the stock market, but it seems that the stock market has continued to go up since the big dip that initially happened. Some people are skeptical of this trend and do not think...