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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Episode #8: Settle The Debate – Right Or Wrong

Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds and annuities. And we’ll try to answer why there are so many different opinions on these concepts. […]

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Episode #7: Mailbag – IRAs, 401(k)s, Short-Term Investing, Rental Properties

Join us as we feature your questions on short-term investing, self-directed IRAs, and rental properties. […]

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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 thing. Barbara will help you […]

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Episode #5: Mailbag – Too Much Life Insurance, Roth Accounts, Inflation, And Retirement Empowerment

We’ve got another batch of great questions from listeners to the podcast. Marie wants to know if her three life insurance policies is too much. Later, Daniel wonders how to estimate inflation when planning for retirement. Barbara Lane will answer those questions and more on this episode of The Retirement Pathfinder. […]

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