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

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 against these, sometimes, natural instincts. […]

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

This week, we feature listener questions on when to take social security, cashing out old life insurance policies, market crash fears, and more. […]

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Episode #12: Market Volatility And How You Should React

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 and how that should affect you and your financial plan. […]

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Episode #11: The Complications Of An Early Retirement

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 retire early. Let’s tackle what early retirement means for most people and how you can put together a realistic plan to execute it if it’s the right decision for you. […]

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Episode #10: Important Financial Terms You Should Know

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, but also might need a better understanding of what they mean. […]

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Episode #9: Solving The Financial Puzzle

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. […]

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Pathfinder Wealth Management, Inc. (PWM) is a registered investment advisor with the State of Illinois. PWM does not provide any personal financial advice via this web-site. The purpose of this site is to provide general background information about the services PWM offers. At certain places on this web-site, live “links” to other web-sites are available. Such external web-sites contain information created, published, and maintained by institutions independent of PWM. PWM does not endorse, approve, certify, or control these external web-sites and does not guarantee their accuracy or completeness. This site is not intended to solicit or offer to sell investment advisory services to residents of any state in which PWM is not currently authorized to do so. Form ADV Part 2, which describes the business practices, services offered, and related fees of PWM, is available upon request. The information on this site was compiled from sources believed to be reliable, however we do not guarantee its accuracy or completeness.

© 2018 Pathfinder Wealth Management, Inc.
  • 815-399-9806
  • Mon - Thur 9 AM - 5 PM / Fri 9 AM - 3 PM
  • 6981 Redansa Dr, Rockford, IL 61108