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...

Episode #3: Storytime – A Few Of The Right Things

The Fork In The Road Pay yourself first. Compound interest. Be an owner, not a loaner. If you embrace those three mentalities, you'll be on your way to having a well prepared retirement plan. On today's podcast, Phil Guske makes his first appearance on the show and shares with us...

Episode #1: An Important Question – How Do You Know?

The Fork In The Road One of the most important questions you can ask is, “How do you know _____?” The blank is where we fill in the most crucial elements, the building blocks, of financial planning. On this podcast, we’ll cover what items you need to put in that...