4 Things You Must Know About Decumulation To Retire Successfully

The Fork In The Road So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time...

Mailbag: Is A Tax-Free Retirement Too Good To Be True?

The Fork In The Road We open up the mailbag on today's show to answer some of your questions. Some topics we cover today will be combining old 401(k) accounts, leaving an inheritance to children, and more. Click the play button to listen to this episode! Subscribe Apple Podcasts Google...

Learning Through Uncommon Sense

The Fork In The Road At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. Click the play button to listen...

Financial Fact or Fiction

The Fork In The Road Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. Click the play button to...

Mailbag: Having A Mortgage In Retirement

The Fork In The Road We are back with another mailbag show. This time around, we discuss a popular rule of thumb, rolling over your 401(k) after you retire, and much more. Click the play button to listen to this episode! Subscribe Apple Podcasts Google Podcasts Spotify Stitcher iHeartRadio TuneIn...

Mailbag: Is It Wise To Go Back To Work After A Major Health Event?

The Fork In The Road It's another mailbag edition of the show! Today, we discuss possible ways to plan a retirement in a unique family situation, going back to work after a major health event, and concerns about the stability of social security. Click the play button to listen to...

Are You Flirting With Financial Disaster?

The Fork In The Road Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it. Click the play button to listen to this episode! Subscribe Apple Podcasts Google Podcasts Spotify Stitcher iHeartRadio TuneIn Radio The Team Phillip...

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...