Retirement Pathfinder
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 57:39:47
- Mais informações
Informações:
Sinopse
Financial and retirement planning guidance from Rockford's Barbara Lane & Phil Guske of Pathfinder Wealth Management.
Episódios
-
Will Your Retirement Savings Go the Distance? The Hidden Costs Threatening Your Nest Egg
31/12/2025 Duração: 04minLonger lifespans, rising taxes, and persistent inflation are quietly reshaping how long retirement money lasts- and why many Americans may need to rethink their financial plans before it’s too late. 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/
-
Fewer Pensions, Higher Taxes: Why Retirement Planning Can’t Wait
18/12/2025 Duração: 03minWith pensions disappearing and future tax rates being always uncertain, it's important for folks to take retirement planning into their own hands. 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/
-
Planning for Peace of Mind: Navigating Retirement Challenges
04/12/2025 Duração: 04minRetirement brings both freedom and financial decisions- learn practical steps to manage your savings, taxes, and biggest worries. 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/
-
Protecting Your Retirement Savings from Costly Mistakes
20/11/2025 Duração: 03minIn today's episode, we share smart strategies for handling investments, big purchases, and company stock to keep your retirement savings safe. 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/
-
How Fiduciary Advisors Help Retirees Protect Their Savings
06/11/2025 Duração: 03minMaking the right financial decisions in retirement means working with advisors who always put your best interest first. 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/
-
Saving, Staying the Course, and Seeing Retirement as a Process
16/10/2025 Duração: 03minA closer look at why steady saving, resisting panic in the markets, and treating retirement as an ongoing journey can make all the difference for your financial future. 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/
-
Retiring Soon? Here’s Why a Down Market Isn’t the Only Thing to Plan For
02/10/2025 Duração: 03minBeyond finances, we'll look at how retirees can prepare mentally and emotionally for what comes next. 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/
-
Saving Too Little, Living Too Long: Retirement by the Numbers
18/09/2025 Duração: 04minData shows that many Americans are drastically underprepared for their retirement, but there’s still time to shift your strategy. 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/
-
The IRS: Your Silent Retirement Partner
04/09/2025 Duração: 04minIf your savings are in pre-tax accounts, future tax increases could shrink what you keep. Listen in and learn how you can maximize what you take home. 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/
-
The Hidden Risks of Retirement: What Most People Don’t Plan For
21/08/2025 Duração: 04minFrom unexpected long-term care costs to hidden taxes and running out of money, this report breaks down the retirement threats that not everybody sees coming. 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/
-
Avoiding A Retirement Tax Time Bomb
07/08/2025 Duração: 04minThe wrong savings strategy today could lead to massive tax bills later. Listen in and learn how to avoid paying more taxes on your retirement accounts than necessary. 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/
-
Protecting Your Retirement: The Key Factors to Consider for Income and Estate Planning
17/07/2025 Duração: 03minLearn how to realistically plan for your retirement income, avoid costly mistakes with long-term care, and safeguard your estate with expert advice. 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 Retirement Moves You Can’t Afford to Get Wrong
03/07/2025 Duração: 03minThis fresh look at retirement planning highlights the importance of outpacing inflation, getting educated, and making smart decisions about when to claim Social Security. 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/
-
Weathering the Storm: Retirement Planning in Volatile Markets
19/06/2025 Duração: 03minEven in unpredictable markets, a long-term retirement strategy can help you stay on track and avoid costly mistakes. 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/
-
The Overlooked Costs of Early Retirement: Budget Gaps, Purpose, and the Risk of Regret
05/06/2025 Duração: 03minMany dream of retiring early, but few consider the financial strain and emotional toll that can follow without a clear plan. 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/
-
Why Knowing What’s in Your Portfolio Could Make or Break Your Retirement
15/05/2025 Duração: 04minAs retirement grows longer for many Americans, a simple question—what’s actually in your portfolio—could be the key to lasting financial security. 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/
-
Making Your Retirement Savings Last
01/05/2025 Duração: 04minMany approaching retirement struggle with balancing savings, debt, and financial tools like annuities — here’s how to build a strategy that will be better tailored to you. 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/
-
Building a Flexible and Sustainable Retirement Plan
17/04/2025 Duração: 04minLearn why planning for retirement goes beyond saving and how understanding your expenses and investment strategy can help ensure a comfortable future. 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/
-
How Inflation Can Impact Your Retirement and How to Plan for It
04/04/2025 Duração: 04minLearn why being too conservative with your investments in retirement could put your savings at risk and how a diversified portfolio can help protect you from rising inflation. 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/
-
How to Avoid Tax Pitfalls and Prepare for Rising Healthcare Costs in Retirement
20/03/2025 Duração: 04minLearn how managing your retirement income and planning for healthcare expenses can help you retire with confidence and avoid unexpected financial challenges. 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/