Best Barbara Lane Podcasts (2025)

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Why Knowing What’s in Your Portfolio Could Make or Break Your Retirement 4:36

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20d ago4:36

4:36

As 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/4…

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Making Your Retirement Savings Last 4:30

1M ago4:30

4:30

Many 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 Reti…

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Building a Flexible and Sustainable Retirement Plan 4:02

2M ago4:02

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.…

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

2M ago4:11

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 …

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

3M ago4:44

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:…

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Three Key Principles to Build Wealth for Retirement 5:15

3M ago5:15

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 Ou…

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

3M ago4:05

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:/…

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Medicare Limits and Avoiding Overspending in Retirement 4:12

4M ago4:12

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 …

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The Ministry for the Future: A Novel, with Kim Stanley Robinson 1:04:38

4M ago1:04:38

1:04:38

The Ministry for the Future is a near future science fiction novel that tells the story of confronting the climate crisis successfully. Listen in as author Kim Stanley Robinson discusses this unique, popular, and fast-paced read.By ANHW

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Academic Writing as if Readers Matter with Leonard Cassuto 56:41

5M ago56:41

56:41

Do you have a writing project on deck this year? Listen in to the practical and profound advice of Leonard Cassuto, author of Academic Writing as if Readers Matter, just out from Princeton University Press as part of their Skills for Scholars Series. Whether you are writing for work or play, this book will help you not only with useful tips, but al…

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Retirement Risk: Protecting Your Nest Egg 4:17

5M ago4:17

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://a…

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

5M ago22:05

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…

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

6M ago19:49

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: Path…

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Mailbag: Should I Invest In Gold? 23:18

6M ago23:18

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 …

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What Financial Advisors Wish Every Investor Knew 27:07

7M ago27:07

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…

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

7M ago23:39

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 spouse…

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

8M ago23:35

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 Manage…

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

8M ago24:41

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…

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Unlock Your Potential During National Financial Planning Month 18:43

9M ago18:43

18:43

With National Financial Planning Month upon us, we’re sitting down with Barbara and Phil to uncover the strategies and steps that go into building a personalized financial plan. From that first phone call to implementing a strategy that aligns with your goals, this discussion will offer valuable insights for anyone looking to understand what it loo…

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Mailbag: Is 15-20 Times My Salary Enough To Retire? 24:00

9M ago24:00

24:00

In this mailbag episode, Marty asks if the recommendation of having 15 to 20 times your annual salary in savings for a comfortable retirement is accurate. Kim asks whether she should continue interviewing more financial advisors to find the perfect one or if she's being too picky. Tune in as we dive into these and other insightful listener question…

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Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning 23:34

10M ago23:34

23:34

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning.…

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Mailbag: Should I Delay My Retirement Plans Due to the Election? 22:10

10M ago22:10

22:10

Mailbag episodes are one of our favorite ways to answer your questions! This week, one listener asks if, due to concerns about rising taxes in the future, all their retirement savings should be directed into a Roth account. Another listener asks if they should extend their working career due to the uncertainty caused by the upcoming election. What …

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6 Lies You Might Be Telling Yourself About Money 20:14

11M ago20:14

20:14

Are you telling yourself financial lies? Discover the top 6 lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so stay tuned! Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A 15 Minute Consult: http://PathfinderChat.com…

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Mailbag: Your Questions About Social Security, Roth Conversions, Rollovers & More! 20:26

11M ago20:26

20:26

In today’s episode, we tackle your burning questions about retirement planning. Our first mailbag question comes from Mary, who is concerned about her portfolio’s performance and whether she should start taking Social Security now or wait until age 70. Matt asks about converting large amounts to a Roth IRA in one go. Patrick’s question about rollin…

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Retirement Rebels: Winning Your Financial Independence 21:29

12M ago21:29

21:29

Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A…

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Mailbag: Should I Roll Over My Old 401k with Impressive Returns? 20:41

12M ago20:41

20:41

It's a mailbag edition of the show today! We've got four great questions coming your way. Hazel asks for a checklist of financial priorities to address before she retires from her job at the hospital. Joseph asks whether he should proceed with rolling over his 401k from his old job, given its strong performance this year. Important Links: Pathfinde…

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507: Unlocking Business Succession: The Power of ESOPs with Keith Butcher 24:48

12M ago24:48

24:48

In an interview with Jason Hartman, Keith Butcher, founder of Butcher Joseph, discusses business succession and Employee Stock Ownership Plans (ESOPs). With many business owners approaching retirement, ESOPs offer a tax-efficient way to transition ownership to employees. This model enhances employee retention and loyalty, providing long-term retire…

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The Beauty of Simplicity When Planning For Retirement 22:30

1y ago22:30

22:30

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforwar…

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Attack from Within by Barbara McQuade 54:18

1y ago54:18

54:18

Listen to Barbara McQuade discuss her book, Attack from Within: How Disinformation is Sabbotaging America, to 1) hear how social media, AI, and foreign actors have combined in recent years to spread dis- and misinformation throughout our society and 2) learn what we can do about it.By ANHW

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Mailbag: Retirement Dates, RMDs, Social Security & More! 21:48

1y ago21:48

21:48

We've got four great questions that we'll cover in today's mailbag episode. Tony asks whether, as a pastor, it's advisable for him to opt out of Social Security. David's wife is nine years younger than him, and he wonders if he should take out a large insurance policy on himself. Tune in to see what you can learn from these real-life scenarios! Imp…

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Practical Strategies for Protecting Retirees Against Scams & Fraud 21:16

1y ago21:16

21:16

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in…

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Best of Mailbag Questions (Part 2) 16:59

1y ago16:59

16:59

We're back with another special edition of the podcast for you today! We've pulled more of our favorite mailbag questions from prior episodes and compiled them into one conversation for you. In this week's show, Barbara and Phil talk about making financial decisions after a real estate sale, long-term care coverage, and ethical considerations in in…

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Best of Mailbag Questions 20:14

1y ago20:14

20:14

We've got a special edition of the podcast for you today! We've pulled some of our favorite mailbag questions from prior episodes and compiled them into one conversation for you. Stay tuned as Barbara and Phil discuss tax laws, pensions for federal employees, traveling in retirement, and more. Don't miss the opportunity to learn from real-life fina…

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Mailbag: Gifting Money, Financial Indecision, Retirement Spending, and More! 17:22

1y ago17:22

17:22

Welcome back to the Retirement Pathfinder. We've got some mailbag questions for you to enjoy today! Dorothy wishes to financially support her daughter and grandchild, who are facing challenges due to the newborn's extended hospital stay, but isn't sure about the tax implications and feasibility. Charles has been pinching pennies for 10 years in ret…

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Ain't I A Woman? by Sojourner Truth with Frederique Irwin of the National Women's History Museum 39:06

1+ y ago39:06

39:06

Listen in as we visit with Frederique Irwin of the National Women’s History Museum and take a trip back in time to explore the ideas of Sojourner Truth in celebration of Women’s History Month. Our book selection, Ain’t I A Woman? (from the Penguin Great Ideas Series) provides a short and powerful text for your next book club meeting. A photo of Tru…

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How One Overlooked Issue Can Sink Your Retirement 24:10

1+ y ago24:10

24:10

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to pr…

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Are Your Good Money Habits Holding You Back? 24:50

1+ y ago24:50

24:50

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected…

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With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024? 21:46

1+ y ago21:46

21:46

Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. We'll discuss the new dynamics of managing your funds in a world where traditional saving methods are s…

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Mailbag: Are Year-End Charitable Donations Still Tax-Beneficial? 20:36

1+ y ago20:36

20:36

In this week's mailbag episode, Dan asks whether the changes in tax laws in recent years have affected the tax benefits of his charitable donations. Amy asks if her approach of not rushing to pay off debt, utilizing a Home Equity Line for major expenses, and prioritizing retirement savings is advisable. Listen in as Barbara and Phil tackle these qu…

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Patience Pays: The Power of Delayed Gratification 25:28

1+ y ago25:28

25:28

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit, when you should really consider the delayed rewards. Plus, Barbara and Phil will provide an update on interest rates and what w…

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506: Navigating the Storm: A CEO's Tale of Business Triumph in Turbulent Times 20:45

1+ y ago20:45

20:45

Jason interviews Johnny Serpilla, former President of Camping World, about his book, "Life is Hard, but I'll be Okay", and his experiences in leadership and business. Johnny emphasizes the importance of approaching life with one heart and mind, the role of gratitude in leadership, and the impact of personal problems on work. Johnny also discusses t…

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Mailbag: I’ve Maxed Out My 401(K)- Where Should I Invest Additional Money? 18:47

1+ y ago18:47

18:47

Join us for a great mailbag episode today! This is your chance to gain valuable insights from the financial questions of our listeners. In today's show, Chris asks where to invest additional money for retirement since he is already maxing out his 401(k). Tony asks if he needs a will, trust, or both to evenly split two rental properties between his …

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Retirement Planning’s “Hidden” Questions 22:37

1+ y ago22:37

22:37

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about reti…

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Best Of Year End Planning Tips 19:57

1+ y ago19:57

19:57

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/ …

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Best Of Mailbag Questions 21:00

1+ y ago21:00

21:00

We have a special edition of the show for you today! We thought it would be helpful to pull some of our favorite mailbag questions from the past and compile them into one episode. Tune in as we talk about life insurance, divorce, retirement, passing assets along to your kids, and much more. Stay tuned to see what you can learn! Important Links: Pat…

1
Dissecting Dave Ramsey’s Tik Tok Advice 26:40

1+ y ago26:40

26:40

Dave Ramsey is well known for his no-nonsense approach to personal finance, particularly in the areas of budgeting, debt management, and wealth-building. He has gained a significant following through various media platforms, including books, radio shows, podcasts, live events, and more recently, Tik Tok. Tune in as we peel back the layers of Dave’s…

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The Mission Driven Venture: Business Solutions to the World's Most Vexing Social Problems with Marc J. Lane 34:31

1+ y ago34:31

34:31

Are you an investor? A social entrepreneur? Would you like to learn how capitalism is being used to address social problems? Listen in to this fast-paced discussion with Susan Hammel of Cogent Consulting and Marc J. Lane, author of The Mission Driven Venture: Business Solutions to the World's Most Vexing Social Problems. Susan Hammel is the founder…

1
AI vs a Real Advisor - Who Wins? 19:04

1+ y ago19:04

19:04

The article we will discuss today has a fun breakdown of someone trying to plan for retirement with the help of AI and a real advisor. The author asks them the same questions and reveals the results. Would be a fun one to recap on your show and break down the nuances of planning that a robot just can’t understand (at least not yet). Important Links…

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Building An Estate Plan With No Regrets 27:21

1+ y ago27:21

27:21

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions …

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When It’s Time To Change Financial Advisors 25:30

2y ago25:30

25:30

In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. Join us as we demystify the transition process and equip you with the knowledge you need …