The Retirement Compass
The Retirement Compass
Playlist by The Retirement CompassJeff 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 m…178 clip(s) in playlist
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
Understanding Your 401k: The Rules Matter.
Tim Kulhanek and Jeff Gove discuss the importance of finding a firm grasp on the tax implications of withdrawing from your 401k without strategic consideration. Call Stonebridge 800-940-9616.
10:33
Do You NEED All of That Money?
Tim Kulhanek and Jeff Gove review the steps to understand if you have enough money for retirement, and if you have MORE than enough! Call Stonebridge 866-295-5146.
09:47
Position Eliminated? Downsized? Layoff?
Jeff Gove and Tim Kulhanek review your options if you have been terminated with a buy-out? Call Stonebridge before you make any decisions regarding your payout and pension so you don't lose out on some funds. Perhaps you could retire early! There are some silver linings to the current climate of…
09:25