What Will The Next Market Crash Look Like?

The Fork In The Road Some people think we're on the cusp of the next stock market crash. Others predict that we're just due for a minor correction. But let's talk about what the next market crash might look like, even if we don't know when it will come. Click...

Busting The Biggest Financial Myths

The Fork In The Road Today’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that Click...

3rd & 4th Quarter Planning To-Do List

The Fork In The Road As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the...

Why You Should Plan For Retirement With A Sense Of Urgency

The Fork In The Road Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency… Directions Click the play button to listen to...

Mailbag – Nervous Spending, Forced Retirement & Professional Help

The Fork In The Road Are you too nervous to spend your money in retirement? Are you assuming you'll be in a lower tax bracket in retirement? Is 57 too early to retire? We'll answer all of those listener questions on today's show and explore why it's a good idea...

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...