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…150 clip(s) in playlist
The Importance of Hiring a Professional!
On this episode, Tim Kulhanek and Jeff Gove illustrate the importance of working with a professional to formulate a truly successful retirement plan for you and your family. Yes, you could DIY your retirement with a moderate amount of success, but are you really going to be happy with the outcome …
07:20
What Will it Look Like, My Retirement?
Jeff Gove and host Jackie Selby explore exactly what needs to be done to construct your retirement. Jeff indicates the points of the Retirement Compass to illustrate exactly what needs to be addressed for each client: Income, Investments, Taxes, Health Insurance and Legacy Planning. Call Stonebr…
10:15
Strategy, Leverage & Tax Planning.
Tim Kulhanek discusses how to utilize life insurance for one of his clients, should they require long term care. This involves a shift into a LIRP. Plus, covering the Retirement Compass points! Start a conversation with Tim, Jeff, Jeremy, Scott or any of the other experienced advisors at Stoneb…
05:04
The Retirement Compass vs AI.
Tim Kulhanek gives an explanation of target date funds and their effectiveness versus how AI rates them for a safe retirement plan. Tim also discusses what will happen on your first meeting with the experienced team at Stonebridge. Click here for that appointment Stonebridge, or call 866-295-514…
08:13
Is the Trend Your Friend? Find Out HERE.
Tim Kulhanek illustrates just how the market fluctuations can not be timed, and that working with a professional financial advisor increases your success rate substantially. Check out this discussion on the best 10 days in the market and where they sit with the 10 worst days. Tell a friend! 866-…
10:52
Control Yourself! Get a Plan, and Stick to It!
Tim Kulhanek and Jeff Gove discuss how an analysis of your portfolio could indicate that you are suffering from FOMO, and this could shrink your assets considerably. Let Stonebridge do a risk analysis for you to avoid losing money safely. Call 866-295-5146 right away to schedule a no cost sit-dow…
08:30
Time to Rebalance Your Portfolio, but NOT without the Compass!
2025 is the time to rebalance your portfolio on the way to retirement, but not without the team at Stonebridge. And according to Jeff Gove, don't rebalance too often, lest ye rack up some extra fees! Tim Kulhanek reveals an important tax strategy in your charitable giving for the 2024 tax filing …
10:19
What’s the Real Cost of Navigating the Complex US Tax Code?
Be prepared for a shocking set of numbers! And it's all about your favorite subject (and ours), TAXES. Tim Kulhanek and Jeff Gove reveal just how much it costs Americans to comply with the tax-code. Click here to see what your taxes will look like in retirement, Stonebridge Tax Bill. Call Stone…
12:03
90 Trillion in Assets? Hold on TIGHT to Your Share.
This week, Tim Kulhanek and Jeff Gove demonstrate how using the right tools can help you save your share in the largest wealth transfer in history! Don't let Uncle Sam make off with your hard earned retirement money! Come in for a no cost visit with the elite team at Stonebridge and let them show…
09:56
Are You Adaptable? You WILL be when working with Stonebridge.
Tim Kulhanek explains the reasons that no two retirement plans are alike when you work with Stonebridge. They have a unique plan for your down-shift into retirement, including a few innovative ideas on health care coverage before age 65. Call for an appointment today at 866-295-5146. Check out …
10:45