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Retirement Pathfinder with Barbara Lane & Phil Guske

Financial and retirement planning guidance from Rockford’s Barbara Lane & Phil Guske of Pathfinder Wealth Management.

Podcast · By Barbara Lane and Phil Guske · English · US · Official site

Indexed episodes, last 90 days
4
Latest publication
Sep 3, 2026
Audience
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Earliest in this view
Jul 16, 2026

Latest episodes

  1. Episode · Sep 3, 2026

    Why “More Funds” Doesn’t Mean Less Risk in Retirement Portfolios (opens the original)

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    Many retirees assume they’re diversified and financially secure, but overlapping investments, spending habits, and risk tolerance can quietly undermine even well-funded retirement plans. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

  2. Episode · Aug 20, 2026

    Rethinking Financial Advice Sources (opens the original)

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    As retirement decisions grow more complex, many are being urged to be cautious about relying on family, friends, and media commentary instead of qualified, personalized financial guidance. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

  3. Episode · Aug 6, 2026

    Retirement Investing During Market Volatility (opens the original)

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    Market swings can test even seasoned investors, but a disciplined approach to risk and diversification may be more important than trying to time the next move. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

  4. Episode · Jul 16, 2026

    Get Rich Slow: A Conversation On Inflation, Discipline, And Long-Term Growth (opens the original)

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    Why chasing quick profits and trying to time the market could put retirement goals at risk, and what investors should focus on instead. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

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