Retirement Pathfinder with Barbara Lane & Phil Guske Podcast Por Barbara Lane and Phil Guske arte de portada

Retirement Pathfinder with Barbara Lane & Phil Guske

Retirement Pathfinder with Barbara Lane & Phil Guske

De: 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.Copyright Retirement Pathfinder Podcast 2022 Economía Finanzas Personales Política y Gobierno
Episodios
  • Should You Take Your Pension as a Lump Sum?

    Should You Take Your Pension as a Lump Sum?
    Apr 16 2026

    With underfunded plans and company closures always being a risk, retirees may be better off controlling their own retirement funds rather than relying on a traditional pension.

    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/
    Más Menos
    3 m
  • When Your Will Isn’t Enough

    When Your Will Isn’t Enough
    Apr 2 2026

    As retirement approaches, overlooked paperwork and poorly timed property transfers could undo years of financial planning and create unexpected problems for your heirs.

    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/
    Más Menos
    4 m
  • The Cost of Waiting: How Delayed Planning Can Shrink Your Retirement Security

    The Cost of Waiting: How Delayed Planning Can Shrink Your Retirement Security
    Mar 19 2026

    Let's discuss why waiting too long, underestimating rising costs, and worrying about the wrong risks could quietly derail your 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/
    Más Menos
    4 m
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