By Barbara Lane and Phil Guske
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Financial and retirement planning guidance from Rockford's Barbara Lane & Phil Guske of Pathfinder Wealth Management.
||CleanGetting Started: A Financial Plan’s First Steps||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 th||7/5/2018||Free||View in iTunes|
||CleanMailbag: 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||6/22/2018||Free||View in iTunes|
||CleanMailbag: Do I Have Enough For Retirement?||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||6/7/2018||Free||View in iTunes|
||CleanStorytime: A Few Of The Right Things||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 w||5/24/2018||Free||View in iTunes|
||CleanMailbag: Ex-Husband's Social Security, Tax Changes, Long Term Care, And Living On A Forced Budget||The mailbag edition of the show gives us the chance to answer questions from folks like you around the Rockford area. We'll field questions about drawing social security from an ex-spouse, adjusting to the recent changes in the tax code, and whether it'||5/10/2018||Free||View in iTunes|
||CleanAn Important Question: How Do You Know?||One of the most important questions you can ask is, “How do you know _____?” The blank is where we fill in the most crucial elements, the building blocks, of financial planning. On this podcast, we’ll cover what items you need to put in that blank||4/26/2018||Free||View in iTunes|