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…141 clip(s) in playlist
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
Are You Behind on Saving for Retirement? It might only be a feeling!
Tim and Jeff discuss what happens when you come in for an appointment at Stonebridge and your finances are in terrific shape...or not. It all depends on what you have saved and what your needs are going into retirement. Listen up for an example. Call Stonebridge 866-295-5146 or click Stonebridg…
08:53
Application/Allocation. You Have to Get This Right!
Tim Kulhanek discusses principal protection with the use of annuities IF it's the right asset in the right type of account. Annuities are not just for the super wealthy, and they could fit your needs depending on your portfolio. Every family is different. Please share this with anyone who thinks…
11:58
What is This Money FOR?
Jeff Gove gives retirees the green light to go ahead and spend those retirement savings on the things that make you the most happy. But it all starts with the plan before you get TO retirement, making sure you have enough to cover those items on the wish list. Make your own appointment to sit dow…
09:19
Contrast and Compare: Best and Worst Financial Advisors.
The team at Stonebridge are ready to show you some examples of the worst financial advisors compared to what they offer. Shouldn't you have access to your money and your advisor? You bet. Call Stonebridge and book an appointment at 866-295-5146.
10:01
Everyone Needs a Friend in Financial Services.
Green Flag is the opposite of Red Flag, and when it comes to your financial plan, you want that advocate! Listen to Tim & Jeff discuss the origins of their firm Stonebridge Insurance & Wealth Management. Make an appointment to sit down with a team that will truly act in your best interest. 866…
11:40
Tried, True and Used by 38% of Americans! But, is it the best?
Jeff Gove and Tim Kulhanek discuss the accessibility and practicality of the retirement savings plan known as: 401k. (A 401k plan is a tax-advantaged retirement account employers offerto help their employees invest for retirement.). Tim compares the 401k to that of flying coach, and the IRA to f…
08:36
Looking at Risks in Retirement...and Life!
Jeff Gove and Tim Kulhanek explain the true risks of inflation in this podcast. Tim also shares an amusing story about how things have changed in banking. Call Stonebridge and book and sit-down with this capable, holistic planning firm before you retire. 866-295-5146.
11:36
So you retire, NOW what? Don't skip this episode.
Stonebridge's Tim Kulhanek and Jeff Gove discuss what comes after you say goodbye to your employer (or after you sell your business). Just sitting around is a recipe for personal disaster. Share this episode with someone you love. Call Stonebridge Insurance & Wealth Management for help on your …
07:34
Refinance Your Retirement? This is HUGE...
Jeff Gove explains the bright spots in the current economic downturn, but it requires action on your part! Make your move with a call to Stonebridge to increase your portfolio value over time. Time is of the essence. 866-295-5146. Stonebridge Insurance and Wealth Management has offices in Kearn…
10:33