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
Episodes
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.&...
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.
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!
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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!
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Jeff Gove and Tim Kulhanek discuss their office expansion in Kearney, NE. Stonebridge Wealth Systems serves the entire midwest region, and are happy to come to you for financial services should you need them. Their team of experienced advisors have many solutions to assist your family with planning for retirement, investments, and most importantly in this episode, how not to panic in a down market. Share this for ...
Tim Kulhanek and Jeff Gove discuss the importance of actually spending your money in retirement for true enjoyment, without having to watch account balances! You earned it, you saved it, now go have fun. Call Stonebridge at 866-295-5146. Or click it! Stonebridge Wealth Systems.
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Tim Kulhanek masterfully illustrates the ability of a successful retirement plan based on guaranteed income sources to sustain a very happy and healthy retirement! Retirement spending is addressed; as in spending your retirement dollars without the worry of running out of money. Stonebridge wants to offer families the benefit of their knowledge, ability and wisdom in planning for a successful retirement! Tim and Jackie ...
Tim Kulhanek illustrates how reacting to tariff fears could have a negative impact on your retirement accounts in a big way. He shares how one client reacted to the news of impending higher prices, and her knee-jerk reaction could have had detrimental effects on her retirement years due to to declining balances and therefore reduced growth. Call Stonebridge Wealth Systems for a free sit down with the team, and see...
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 on your most important asset? Call Stonebridge Wealth Systems 866-295-5146.
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Tim Kulhanek offers his farm clients several solutions on how to minimize taxes and how to exit the business at retirement time. Call Tim at 866-295-5146. Or click here!
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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 Stonebridge to get on the schedule for no-cost, no obligation. 866-295-5146. OR click Stonebridge Wealth Systems.&nb...
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 Stonebridge by calling 866-295-5146.
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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 866-295-5146.
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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! 866-295-5146. Or click Stonebridge here.
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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-down. Nothing to sign. No obligation. Or click Stonebridge.
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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 and 2025. Share this with all your friends. Call 866-295-5146 to book a free sit-down with the team. Or clic...
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 Stonebridge to schedule a free sit-down to discuss your taxes before the 2024 filing, and strategize for your 2025 tax ye...
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 you the entire tool chest!
Book it with a quick phone call to 866-295-5146 or click here Stonebridge.
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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 the Stonebridge Tax Tool Calculator!
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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.
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