The Retirement Compass

Podkast av Jeff Gove & Tim Kulhanek

engelsk

Teknologi og vitenskap

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Les mer 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 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

Alle episoder

100 Episoder

Financial Information on Social Media: Good & Bad.

Jeff Gove and Eli Mardoch dicuss the pros and cons of using social media for information, but that is not a financial plan. Buyer beware! Call Stonebirdge at 888-919-9311 for a professional no-charge consultation on your financial plan. Or click HERE. [https://stonebridgeiwm.com] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

22. mai 2026 - 12 min

How Do You Compare?

Zach Vancas and Jackie Selby discuss the emotional side of your money. The influences of social media on the American retiree may not be a positive influence on your income plan. Call 866-295-5146 to sit down and talk to a truly professional team of financial planners. Or click here for their website. [https://stonebridgeiwm.com] The YouTube channel is here. [https://www.youtube.com/@StonebridgeWealthSystems] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

15. mai 2026 - 11 min

We Worked for it, Now Pay Me!

This episode features experts Jeff Gove and John Ternus discussing essential strategies for retirement planning, including the 4% rule, income flexibility, and estate planning. Learn how to adapt your retirement plan to changing circumstances and ensure your savings last a lifetime. Call Stonebridge Wealth Systems [https://stonebridgeiwm.com] at 866-295-5146. Check out Stonebridge on YouTube! [https://www.youtube.com/@StonebridgeWealthSystems] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

9. mai 2026 - 8 min

Risky Business in Retirement? Why?

In this episode, Jeff Gove from Stonebridge Wealth Systems discusses the complexities of retirement planning, including risk management, tax strategies, estate planning, and investment options. Learn how to optimize your retirement savings and avoid common pitfalls to ensure a secure financial future. Call Stonebirdge Wealth Systems [https://stonebridgeiwm.com] at 866-295-5146. Subscribe to the YouTube Channel HERE [https://www.youtube.com/@StonebridgeWealthSystems]. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

2. mai 2026 - 12 min

Layering Your Income!

Stonebridge advisors Tim, Eli, and Jeff explain how income layering works, to provide the best outcome in retirement. It starts with a solid claiming strategy on Social Security. Let the team at Stonebridge get you to and through retirement. It all starts with a phone call 866-295-5146. Or click here [https://stonebridgeiwm.com]. Check out the Stonebridge Wealth System's YouTube channel! [https://www.youtube.com/@StonebridgeWealthSystems] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

25. april 2026 - 9 min

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