All Episodes
Retirement Pathfinder with Barbara Lane & Phil Guske — 193 episodes
Why “More Funds” Doesn’t Mean Less Risk in Retirement Portfolios
Rethinking Financial Advice Sources
Get Rich Slow: A Conversation On Inflation, Discipline, And Long-Term Growth
Three Retirement Decisions That Can Shape Lifetime Income
Separating Investment Information from Financial Entertainment
Retirement Risks Beyond the Market
Why Retirement Confidence Can Collapse Without a Clear Income Plan
Retirement Planning Challenges: Inflation, Risk Levels, and Too Many Accounts
Should You Take Your Pension as a Lump Sum?
When Your Will Isn’t Enough
The Cost of Waiting: How Delayed Planning Can Shrink Your Retirement Security
Retirement Planning Moves to Know: 401(k) Rollovers, Real Estate in IRAs, and the Power of Roth Accounts
Rising Costs and Planning Ahead: Key Steps for Retirement and Long-Term Care
Why Trying to Time the Market Can Hurt Retirement Savings When Volatility Hits
Why Market Timing, Bond Shifts, and Dropping Life Insurance Could Backfire in Retirement
Will Your Retirement Savings Go the Distance? The Hidden Costs Threatening Your Nest Egg
Fewer Pensions, Higher Taxes: Why Retirement Planning Can’t Wait
Planning for Peace of Mind: Navigating Retirement Challenges
Protecting Your Retirement Savings from Costly Mistakes
How Fiduciary Advisors Help Retirees Protect Their Savings
Saving, Staying the Course, and Seeing Retirement as a Process
Retiring Soon? Here’s Why a Down Market Isn’t the Only Thing to Plan For
Saving Too Little, Living Too Long: Retirement by the Numbers
The IRS: Your Silent Retirement Partner
The Hidden Risks of Retirement: What Most People Don’t Plan For
Avoiding A Retirement Tax Time Bomb
Protecting Your Retirement: The Key Factors to Consider for Income and Estate Planning
3 Retirement Moves You Can’t Afford to Get Wrong
Weathering the Storm: Retirement Planning in Volatile Markets
The Overlooked Costs of Early Retirement: Budget Gaps, Purpose, and the Risk of Regret
Why Knowing What’s in Your Portfolio Could Make or Break Your Retirement
Making Your Retirement Savings Last
Building a Flexible and Sustainable Retirement Plan
How Inflation Can Impact Your Retirement and How to Plan for It
How to Avoid Tax Pitfalls and Prepare for Rising Healthcare Costs in Retirement
Three Key Principles to Build Wealth for Retirement
Retirement Strategies: Managing Investment Risks, Tax Planning, and Real Estate Backup Plans
Medicare Limits and Avoiding Overspending in Retirement
Retirement Risk: Protecting Your Nest Egg
Listener Questions About Old 401(k)s & Roth Conversions
2024's Best Stocking Stuffer: 10 Ideas for Financial Freedom
Mailbag: Should I Invest In Gold?
What Financial Advisors Wish Every Investor Knew
Retirement Mailbag: Roth Conversions, Debt Management, and Trusts Explained
Celebrity Advice Could Save Your Retirement: Unlikely Financial Wisdom
Mailbag: How Should I Handle My Pension and Next Steps After a Layoff?
Unlock Your Potential During National Financial Planning Month
Mailbag: Is 15-20 Times My Salary Enough To Retire?
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
Mailbag: Should I Delay My Retirement Plans Due to the Election?
6 Lies You Might Be Telling Yourself About Money
Mailbag: Your Questions About Social Security, Roth Conversions, Rollovers & More!
Retirement Rebels: Winning Your Financial Independence
Mailbag: Should I Roll Over My Old 401k with Impressive Returns?
The Beauty of Simplicity When Planning For Retirement
Mailbag: Retirement Dates, RMDs, Social Security & More!
Practical Strategies for Protecting Retirees Against Scams & Fraud
Best of Mailbag Questions (Part 2)
Best of Mailbag Questions
Mailbag: Gifting Money, Financial Indecision, Retirement Spending, and More!
How One Overlooked Issue Can Sink Your Retirement
Are Your Good Money Habits Holding You Back?
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Mailbag: Are Year-End Charitable Donations Still Tax-Beneficial?
Patience Pays: The Power of Delayed Gratification
Mailbag: I’ve Maxed Out My 401(K)- Where Should I Invest Additional Money?
Retirement Planning’s “Hidden” Questions
Best Of Year End Planning Tips
Best Of Mailbag Questions
Dissecting Dave Ramsey’s Tik Tok Advice
AI vs a Real Advisor - Who Wins?
Building An Estate Plan With No Regrets
When It’s Time To Change Financial Advisors
Mailbag: I Fear A Recession - Should I Stop Contributing To My 401(k)?
Spotting Problematic Personalities of Rogue Advisors
Mailbag: Is My Account Too Small For My Advisor To Worry About?
Biggest Money Mistakes In Retirement Planning
Are You Making These Common Retirement Excuses?
How Age & Wisdom Impact Financial Planning
A Comprehensive Dismantling Of 2023’s Top Social Security Myths
Mailbag: Should I Push My Retirement Date Back?
Retirement Savings Basics & What to Know About Silicon Valley Bank
Mailbag: What To Know About Inheriting An IRA
What’s Your Biggest Financial Fear?
Mailbag: Should I Use Two Advisors To Plan My Retirement?
2023 Edition: Checklist For Retirement Preparedness
Mailbag: Do I Need Life Insurance?
The Top 5 401(k) Mistakes You Need To Avoid
Mailbag: Paying Off Rental Mortgages, Retirement Vs College Funding, And More
Making Smart Decisions During Major Life Events
Mailbag: When Should I Get More Conservative With My Portfolio?
Most Common Retirement Planning Questions About Taxes
Mailbag: Should I Be Considering Roth Conversions?
Please Read The Fine Print
Mailbag: Should I Pay Off My Mortgage Before Investing In Rental Properties?
How Procrastination Dooms Your Financial Future
Mailbag: Is Now The Time To Buy Stocks?
What They’re Saying: Analyzing Advice On Surviving A Bear Market
Why Retirement Planning Ain’t What It Used To Be
Investor Beware: Spotting Red Flags When Picking An Advisor
What You Need to Know About Reverse Mortgages
Is It Time to Panic?
Reasons You SHOULD Get Life Insurance
Common Housing Questions From Retirees
Mailbag: How Much Diversification Do I Need In My IRA?
How to Recognize Your Own Greed and Fight Against It
Mailbag: How Will A Divorce Affect My Retirement?
Who Even Needs a Financial Advisor?
Retirement Potpourri: Fill In The Blank
How ’The Great Resignation’ Could Impact You or a Loved One’s Retirement
22 Money Resolutions for 2022, Part 2
22 Money Resolutions for 2022, Part 1
Mailbag: Should I Take The Monthly Pension Or Lump Sum Payout?
Doomsday Scenario 2.1
Mailbag: How Often Should I Talk To My Financial Advisor?
Retirement Pyramid
Mailbag: Should You Contribute To A Roth?
Estate Planning With Special Guests Alex & Adam Agnew
Just What the Financial Doctor Ordered
What Makes Your Financial Advisor Tick
The Things That Don’t Matter… Until They Do
4 Things You Must Know About Decumulation To Retire Successfully
Mailbag: Is A Tax-Free Retirement Too Good To Be True?
Learning Through Uncommon Sense
Financial Fact or Fiction
Mailbag: Having A Mortgage In Retirement
Mailbag: Is It Wise To Go Back To Work After A Major Health Event?
Are You Flirting With Financial Disaster?
Mailbag: Grading A Financial Advisor's Performance
This Is Why You Never Assume
The Pathfinder Process
Tax Tips for 2021
Mailbag: When Is The Best Time To Get Back Into The Market?
Where All Our Financial Knowledge Comes From
Things Nobody Says
End of Year Planning Tasks
The Customer Isn't Always Right
Is Right Now The Ideal Time For A Roth Conversion?
Mailbag: Going To Cash, Long-Term Care Policies
Following The Financial Commandments
Is It Too Good to Be True?
Is The Illinois Fair Tax Really Fair?
Here Are Some Easy Ways To Ruin Your Retirement
Financial Issues Particularly Challenging For Women
Mailbag: Bonds, REITs, & Paying Off The Mortgage
Survival Guide: Lessons Learned For The Next Stock Market Crash
Mailbag: Penalty Fees, Inheritance, Travel Budget, & Using A Trust In Your Plan
Why Is The Stock Market Going Up When The Economy Is Going Down?
Should You Be Wary Of Some Of Dave Ramsey’s Advice?
Mailbag Edition
Best Intentions, Bad Advice
The CARES Act
Solid Financial Truths
Coronavirus Update & Financial Dictionary
How To Set Financial & Retirement Goals
Mailbag Questions: 401(k) Limits, Multiple Advisors, & Socially Responsible Investing
Where to Find Bias in Financial Media
SECURE Act Changes
Which Excuses Keep You From Retiring?
Mailbag Questions, Part 2
Finding Silver Linings In Bad Financial Situations
Estate Planning Mistakes
Sabotaging Your Own Retirement
Mailbag Questions
Why The Final Decade Of Work Is So Important
What Will The Next Market Crash Look Like?
Busting The Biggest Financial Myths
3rd & 4th Quarter Planning To-Do List
Why You Should Plan For Retirement With A Sense Of Urgency
Mailbag - Nervous Spending, Forced Retirement & Professional Help
Mailbag - Dipping Into Retirement Savings, Switching Annuities, Company Stock
Storytime: Making Rare Recommendations
5 Simple Retirement Questions (That Are Hard To Answer)
Mailbag - Retiring Early, Inherited Rental Property, Stretch IRA, Down Markets
Facing The 4 Major Realities of Retirement Planning
Mailbag - Getting Out of Real Estate, A Market Crash, Tax Brackets, Financial Books
Solving 4 Pain Points In Your Financial Life
Mailbag - Roth IRAs, Robo-Advisors, Tech Stocks
Episode #15: Mailbag - Cash Settlements, Social Security Taxes, Inheritance
Episode #14: The 5 Dangerous Mindsets That Can Sink Your Retirement
Episode #13: Mailbag - Social Security, Old Life Insurance Policies, and Market Crash Fears
Episode #12: Market Volatility And How You Should React
Episode #11: The Complications Of An Early Retirement
Episode #10: Important Financial Terms You Should Know
Episode #9: Solving The Financial Puzzle
Episode #8: Settle The Debate - Right Or Wrong
Episode #7: Mailbag - IRAs, 401(k)s, Short-Term Investing, Rental Properties
Getting Started: A Financial Plan’s First Steps
Mailbag: Too Much Life Insurance, Roth Accounts, Inflation, And Retirement Empowerment
Mailbag: Do I Have Enough For Retirement?
Storytime: A Few Of The Right Things
Mailbag: Ex-Husband's Social Security, Tax Changes, Long Term Care, And Living On A Forced Budget
An Important Question: How Do You Know?