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. […]
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. […]
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. […]
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. […]
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. […]
Join us as we feature your questions on short-term investing, self-directed IRAs, and rental properties. […]
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 […]
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. […]
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 points us in the right direction on this week’s podcast. […]
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 a little bit about his background. He’ll tell us how the lessons he learned from a mentor in the Army led him into the financial industry. And he’ll also show us how you can embrace some of the same philosophies that he did in order to experience a successful retirement future. […]