The Retirement Compass
The Retirement Compass
Jeff and Tim broke away from big corporations to help get our families closer to their dreams. We understand the financial sector is complicated by design, and we want to simplify concepts that will most benefit our clients and maximize financial gain. By offering sound, holistic advice and personalized financial plans, we strive to help our community make decisions confidently and step into the l…Social links:
Navigating Retirement: Key Strategies for Financial Security.
In this episode of the Retirement Compass Radio Show, the hosts discuss essential strategies for retirement planning, focusing on the importance of continued investment, understanding longevity, and the impact of inflation. They explore healthcare costs, legacy planning, and common concerns retiree…
11:28
End of the Year Planning AND 2026 Plans!
Jeff Gove explains RMD distributions for those of a certain age (over 73), and the importance of distributing those funds on time to avoid fines. If you are giving to your favorite charity on an annual basis, working with the professionals at Stonebridge will insure that all the "i"s are dotted, a…
13:10
Retirement Dollars Serving YOU Safely!
Tim Kulhanek and Jeremy Gove discuss how to NOT fall victim to inflation with the loss of purchasing power by using these concepts: organize, track and task. You can test your retirement spending needs with a comprehensive retirement plan from Stonebridge Wealth Systems. Call 866-295-5146 or cl…
12:55
Longevity...Did Your Portfolio Get the Memo?
Tim Kuhanek uncovers the truth about the unprecidented baby boomer phenomenon of retirement itself including how to prepare for living a long life with adequate money. Please call Stonebridge at 866-295-5146 for a free, no obligation consultation about YOUR retirement. Or click here to "git 'er d…
12:16
Don't Crash and Burn on the Descent!
Eli Mardock in the Omaha office speaks to the need for a financial Sherpa on the way down that mountain of saving for retirement, so you don't slip off into a crevasse. Get some guidance with Stonebridge Wealth Systems 866-295-5146.
12:18
Your Income Stops but the Bills Don't. Are you ready?
On this show, Tim & Jeff discuss the important roll of Social Security within your income plan for retirement! Strategy and thoughtful planning will make your benefits work harder for you. Stonebridge can run a report for you at no charge, based on life expectancy, in order to give you a clear un…
10:58
Will AI Investments Lead to Job Loss?
This week Tim Kulhanek and Jeff Gove discuss the "first steps" to arranging for a successful retirement...and the first step is: a plan! Take that first step for you and your family with a no cost meeting with Stonebridge Wealth Systems. Call 866-295-5146.
12:43
Dreaming Big for Retirement!
Tim Kulhanek and Jeff Gove diiscuss how to design a retirement that can accommodate both thrills and rhythm. Call Stonebridge to get a NO COST consultation with the elite team of advisors. 866-295-5146.
11:48
Paying YOURSELF in Retirement!
On this segment, Eli Mardock of the Omaha office, discusses the stable income ratio that you can achieve for your own retirement years. Call 866-295-5146 or click here: Stonebridge Wealth Systems
12:37
Personalized Financial Advice is Key to Successful Retirement Planning.
In this episode of Retirement Compass, hosts Dave Perkins and Tim Kulhanek discuss the complexities of retirement planning, emphasizing the importance of early preparation and the potential challenges retirees face. They explore the significant wealth transfer from baby boomers to younger generatio…
11:26