Tim Kulhanek and Jackie Selby discuss the reality of using DIY for your retirement plan.  Tim explains the license to spend concept. Ask him about the lifetime income option.  Call 866-295-5146 or click here!

Tim Kulhanek and Jackie Selby discuss the reality of using DIY for your retirement plan.&nbsp; Tim explains the license to spend concept. Ask him about the lifetime income option.&nbsp; Call 866-295-5146 or <a href="https://www.stonebridgeiwm.com">click here</a>!

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 life they envision for retirement.

Each week, the duo reveals the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (866) 295-5146

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 life they envision for retirement.<a href="https://stonebridgeiwm.com/#contact"></a>
Each week, the duo reveals the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered, call or text (866) 295-5146

The Retirement Compass

Don't Count On a Warm Handshake from AI!

Jeff Gove and Jackie Selby discuss how annuities really work, and the truth about the different types and who could benefit from using an annuity in their retirement plan.  Jeff also discusses the fact that funding your own retirement should be top of mind for the generations who are now below the age of 45.   He brings up the point that Social Security may not be in place or not as well funded as it is now in 2025.  The conversation moves to the importance of understanding your taxes in retirement.  Use this free tool to help assess this for you and your family Stonebridge Tax Bill

Call Stonebridge Wealth Systems to schedule a visit to see how the team can help YOU.  866-295-5146  Or click here.  

Jeff Gove and Jackie Selby discuss how annuities really work, and the truth about the different types and who could benefit from using an annuity in their retirement plan.&nbsp; Jeff also discusses the fact that funding your own retirement should be top of mind for the generations who are now below the age of 45.&nbsp; &nbsp;He brings up the point that Social Security may not be in place or not as well funded as it is now in 2025.&nbsp; The conversation moves to the importance of understanding your taxes in retirement.&nbsp; Use this free tool to help assess this for you and your family <a href="https://www.stonebridgetaxbill.com">Stonebridge Tax Bill</a>
Call Stonebridge Wealth Systems to schedule a visit to see how the team can help YOU.&nbsp; 866-295-5146&nbsp; Or <a href="https://www.stonebridgeiwm.com">click here</a>.&nbsp;&nbsp;

Trim Your Tax Bill with Strategic Planning!

Tim Kulhanek and Jackie Selby discuss how to make your retirement a truly fun time in your life, living without the fear of running out of money if planned correctly.  Tim helps his clients examine a safe retirement with-drawl rate, based on facts not emotions.  Optimize your investments and build a solid retirement plan using the Retirement Compass is their goal for all their clients.

Call Stonebridge Wealth Systems at 866-295-5146 or click here to book that free visit.

Tim Kulhanek and Jackie Selby discuss how to make your retirement a truly fun time in your life, living without the fear of running out of money if planned correctly.&nbsp; Tim helps his clients examine a safe retirement with-drawl rate, based on facts not emotions.&nbsp; Optimize your investments and build a solid retirement plan using the Retirement Compass is their goal for all their clients.
Call Stonebridge Wealth Systems at 866-295-5146 or click <a href="https://stonebridgeiwm.com/">here to book that free visit.</a>

Installing a Volatility Buffer!

Tim Kulhanek and Jeff Gove take a stab at a few audience scenarios to help everyone understand the Roth 401K, medical POA (power of attorney), and healthcare mutual funds.  Call Stonebridge Wealth Systems to arrange a free consultation with an advisor, which will cost you zero dollars!  866-295-5146 or click 'em here!

Tim Kulhanek and Jeff Gove take a stab at a few audience scenarios to help everyone understand the Roth 401K, medical POA (power of attorney), and healthcare mutual funds.&nbsp; Call Stonebridge Wealth Systems to arrange a free consultation with an advisor, which will cost you zero dollars!&nbsp; 866-295-5146 or <a href="https://www.stonebridgeiwm.com">click 'em here</a>!

Don't Count On a Warm Handshake from AI!

In 1 playlist(s)

The Retirement Compass

Social links

Follow podcast

Recent clips