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:
Personal Finance Struggles Addressed HERE.
Jeff Gove offers some coaching on the often "missed" concepts to do with successful personal finance...including creating a budget, using credit cards without going into debt, and effectively filing taxes. A helpful and tidy pocket reference on these subjects and more. Reach out to Stonebridge …
11:26
50 is the New 40.
Jeff Gove reminds us to keep track of where all of those dollars are going! He found a book very helpful in this area, titled "The Richest Man in Babylon" which helps put an order to the money (even his 16-year-old twin girls are reading it). He finds that clients may have questions by the end of…
12:07
This is Not Your Father's Retirement.
In this conversation, Jackie, Tim, and Jeffrey discuss financial planning rules of thumb and their relevance in today's retirement landscape. They explore the 60-40 rule, the rule of 72, the 4% rule, and the rule of 100. They also address common concerns and misconceptions about retirement planning…
53:52
Retirement Planning Makeover!
In 2024, retirement planning sees a makeover due to Congress's revisions. Savers must now take into account changes like rainy day savings, adjusted 401(k) limits for older workers, Roth 401(k) withdrawal rules, and student loan payment matches. Reach out to Stonebridge at 866-295-5146 or check …
53:27
Happy Birthday Baby Boomers-Ten Thousand a Day!
The conversation covers various topics related to retirement, including misunderstandings about retirement, the impact of baby boomers retiring, the shift in retirement responsibility, planning for retirement, retirement age and reasons for early retirement, retirement phases and staying active, th…
53:36
Craziness of Tax Season
Craziness of Tax Season (20009) 3.16.24 by Tim Kulhanek.
55:50
Spring Cleaning + Taxes! Oh joy.
Jeff and Jackie discuss the success of a new client and the importance of radio advertising. They also discuss tax planning strategies, including qualified charitable distributions and the importance of reviewing spending. Also, the benefits of using annuities for safe money options and avoiding i…
52:21
Cautionary Tales from Hollywood & What Not to Do
Cautionary Tales from Hollywood & What Not to Do by Tim Kulhanek
55:50
Your Bucket List
Your Bucket List by Tim Kulhanek
55:50
You worked hard for it, now it's time to navigate your retirement!
The Retirement Compass Radio Show discusses various aspects of retirement planning, including consolidating investment accounts, evaluating financial products, and creating a budget for retirement. The hosts discuss the benefits of running an annuity stress test and reviewing insurance policies. Th…
53:18