Best Of Year End Planning Tips

Retirement Pathfinder with Barbara Lane & Phil Guske

#Trading #Business News #Business #News #Barbara Lane #Phil Guske #Barbara Lane Phil Guske #Listener Questions

30:21

Hitting plateaus is a common milestone in business, but there’s a difference between stability and a rut. In the last installment of this season, we’ll dive into the ways small business owners push beyond plateaus and find new ways to achieve revenue growth. Jannese and Austin wrap up their time in Nashville, Tennessee with a wonderful visit to N.B. Goods to speak with owner Camille Alston . Camille details the times where she hit a wall with profits, the strategies she implemented to increase revenue, what worked, what didn’t, and the important lessons she learned in the process. You won’t want to miss this informative final chapter! Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

год назад 19:57

MP3•Главная эпизода

As we approach the end of the year, there's a lot to look forward to. This is also the perfect time of year to share some year-end planning tips. Join us as we take a look at what items and opportunities you need to be paying attention to before we turn the page to 2024.

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule A 15 Minute Consult: http://PathfinderChat.com

161 эпизодов

Best Of Year End Planning Tips

Retirement Pathfinder with Barbara Lane & Phil Guske

published год назад

MP3•Главная эпизода

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule A 15 Minute Consult: http://PathfinderChat.com

161 эпизодов

#Trading #Business News #Business #News #Barbara Lane #Phil Guske #Barbara Lane Phil Guske #Listener Questions

All episodes

Retirement Pathfinder with Barbara Lane & Phil Guske

1
Building a Flexible and Sustainable Retirement Plan 4:02

6 дней назад4:02

4:02

Learn 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/…

Retirement Pathfinder with Barbara Lane & Phil Guske

1
How Inflation Can Impact Your Retirement and How to Plan for It 4:11

19 дней назад4:11

4:11

Learn 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/…

Retirement Pathfinder with Barbara Lane & Phil Guske

1
How to Avoid Tax Pitfalls and Prepare for Rising Healthcare Costs in Retirement 4:44

5 weeks назад4:44

4:44

Learn 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/…

Retirement Pathfinder with Barbara Lane & Phil Guske

1
Three Key Principles to Build Wealth for Retirement 5:15

7 weeks назад5:15

5:15

Learn how paying yourself first, finding a mentor, and understanding compound interest can set you up for a secure 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/…

Retirement Pathfinder with Barbara Lane & Phil Guske

1
Retirement Strategies: Managing Investment Risks, Tax Planning, and Real Estate Backup Plans 4:05

9 weeks назад4:05

4:05

Discover key strategies for retirement, from diversifying investments and understanding Roth accounts to preparing a backup plan for rental property income. 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/…

Retirement Pathfinder with Barbara Lane & Phil Guske

1
Medicare Limits and Avoiding Overspending in Retirement 4:12

11 weeks назад4:12

4:12

Learn the critical details about Medicare coverage and how to stay financially secure by managing spending in retirement. 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/…

Retirement Pathfinder with Barbara Lane & Phil Guske

1
Retirement Risk: Protecting Your Nest Egg 4:17

14 weeks назад4:17

4:17

Discover why reducing risk, building trust with your advisor, and smart planning are the keys to a stress-free retirement in this insightful mini-podcast. 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/…

Retirement Pathfinder with Barbara Lane & Phil Guske

1
Listener Questions About Old 401(k)s & Roth Conversions 22:05

16 weeks назад22:05

22:05

We’re diving into your questions about old 401(k)s—should you roll them over, leave them, or something else entirely? Plus, we’re breaking down Roth conversions—when they make sense, and how they might save you money in the long run. Also, this is the final regularly scheduled Retirement Pathfinder Podcast. Most future episodes will feature shorter, bite-sized, news story-type episodes. Think of them as mini podcasts. They'll still publish twice per month and contain helpful retirement planning insights. And Barb and Phil will return to the "airwaves" occassionally for commentary on major market events and other things you should know. We hope you enjoy the new format! 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/…

Retirement Pathfinder with Barbara Lane & Phil Guske

1
2024's Best Stocking Stuffer: 10 Ideas for Financial Freedom 19:49

18 weeks назад19:49

19:49

The holiday season is here, and while you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and plan for the future you deserve. 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/…

Retirement Pathfinder with Barbara Lane & Phil Guske

1
Mailbag: Should I Invest In Gold? 23:18

20 weeks назад23:18

23:18

We have 4 great listener questions to answer today. Jan asks if she should withdraw all her money from an annuity now that the penalty period has ended. Andy asks whether he should invest in gold, and, if so, whether gold coins or gold bars are the better choice. We've got a lot to get into, so let's get started! Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com…

Retirement Pathfinder with Barbara Lane & Phil Guske

1
What Financial Advisors Wish Every Investor Knew 27:07

22 weeks назад27:07

27:07

Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood. Plus, Barbara and Phil will react to the election and discuss what might be on the agenda for the new administration. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com…

Retirement Pathfinder with Barbara Lane & Phil Guske

1
Retirement Mailbag: Roth Conversions, Debt Management, and Trusts Explained 23:39

24 weeks назад23:39

23:39

Barbara Lane and Phil Guske answer listener questions on a variety of retirement planning topics. From Roth conversions and their tax implications to strategies for paying off debt while still saving for retirement, they cover key considerations for anyone approaching retirement. Barbara and Phil also discuss the importance of involving both spouses in financial planning, offer investment advice for high-income earners, and provide insights into managing inherited trusts. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com…

Retirement Pathfinder with Barbara Lane & Phil Guske

1
Celebrity Advice Could Save Your Retirement: Unlikely Financial Wisdom 23:35

27 weeks назад23:35

23:35

You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com…

Retirement Pathfinder with Barbara Lane & Phil Guske

1
Mailbag: How Should I Handle My Pension and Next Steps After a Layoff? 24:41

29 weeks назад24:41

24:41

We have several great financial planning questions to cover in this week's mailbag episode. Steve asks how to decide between taking his pension as a lump sum or as monthly income, and what other factors he should consider as he plans for his upcoming layoff and future steps. Amy asks how much she should set aside for taxes on the house and $100,000 in her late father's checking account, as his only beneficiary. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com…

Retirement Pathfinder with Barbara Lane & Phil Guske

1
Unlock Your Potential During National Financial Planning Month 18:43

31 weeks назад18:43