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Retirement Pathfinder with Barbara Lane & Phil Guske

Retirement Pathfinder with Barbara Lane & Phil Guske

Business:Investing

Storytime: Making Rare Recommendations

Storytime: Making Rare Recommendations

2019-06-20
Download

On today's show, Barbara and Phil will share with us stories about a time they recommended something to a client that they almost never recommend to anyone else. Why did it make sense in these particular cases? We'll learn a lot from these stories on today's episode.

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More Episodes

Why Market Timing, Bond Shifts, and Dropping Life Insurance Could Backfire in Retirement
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Will Your Retirement Savings Go the Distance? The Hidden Costs Threatening Your Nest Egg
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Fewer Pensions, Higher Taxes: Why Retirement Planning Can’t Wait
2025-12-18 38
Planning for Peace of Mind: Navigating Retirement Challenges
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Protecting Your Retirement Savings from Costly Mistakes
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How Fiduciary Advisors Help Retirees Protect Their Savings
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Saving, Staying the Course, and Seeing Retirement as a Process
2025-10-16 53
Retiring Soon? Here’s Why a Down Market Isn’t the Only Thing to Plan For
2025-10-02 53
Saving Too Little, Living Too Long: Retirement by the Numbers
2025-09-18 59
The IRS: Your Silent Retirement Partner
2025-09-04 70
The Hidden Risks of Retirement: What Most People Don’t Plan For
2025-08-21 72
Avoiding A Retirement Tax Time Bomb
2025-08-07 74
Protecting Your Retirement: The Key Factors to Consider for Income and Estate Planning
2025-07-17 74
3 Retirement Moves You Can’t Afford to Get Wrong
2025-07-03 73
Weathering the Storm: Retirement Planning in Volatile Markets
2025-06-19 64
The Overlooked Costs of Early Retirement: Budget Gaps, Purpose, and the Risk of Regret
2025-06-05 69
Why Knowing What’s in Your Portfolio Could Make or Break Your Retirement
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Making Your Retirement Savings Last
2025-05-01 79
Building a Flexible and Sustainable Retirement Plan
2025-04-17 68
How Inflation Can Impact Your Retirement and How to Plan for It
2025-04-04 70
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