Jeff Gove and Eli Mardock illustrate the importance of a strategy to save the family farm from a potentially harsh financial event.  Jeff explains how essential it is to act before a situation strikes which could cost you, and the family business, a fortune. Estate planning IS retirement planning. 

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Eli Mardock & Jeff Gove discuss some threats to your retirement, perceived or otherwise.  The conversations also shines a light on successful savings rates.  Will Social Security provide you with the proper safety net in retirement?  What are the implications of taking money from your 401K for a mini-retirement? 

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Tim Kulhanek invites anyone and everyone to visit Stonebridge Tax Bill for a free detailed and personalized estimation of your future tax liabilities, helping you plan more effectively for your retirement.  Stonebridge would like to introduce you to a 21st century solution to your tax planning.  They also offer a free retirement calendar to help you navigate the upcoming situations common on pre-retirement planning.  Call Stonebridge 866-295-5146.

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Tim Kulhanek and Jeff Gove discuss repositioning resources to your best advantage using strategies that Stonebridge deploys every day.  Call Stonebridge for your free, no obligation consultation on your taxes for 2026.  866-295-5146.

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Jeff Gove and Scott Nachtigal explain how not to allow long-term care expenses to ruin your financial stability in retirement.  Scott introduces 5 scenarios to fund nursing home care, but they all involve non-crisis management and planning. This is an episode not to be missed.  Call Stonebridge Wealth Systems to get this valuable information explained to you in detail.  866-295-5146.  No obligation.

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Jeff Gove and Tim Kulhanek explain the importance of having a financial plan as your approach your retirement years, not to say this plan can't be amended and updated as your retirement progresses.  The team at Stonebridge want to get you prepared for the next 30 years with a plan that moves and breathes based on your needs.  Tim pieces out the importance of a predictable income stream in your retirement years, emphasizing the need to give yourself permission to enjoy this time of life.  Call Stonebridge Wealth Systems, and ask about getting your license to spend!  866-295-5146

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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.  The conversation moves to the importance of understanding your taxes in retirement.  Use this free tool to help assess this for you and your family Stonebridge Tax Bill

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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.

Call Stonebridge Wealth Systems at 866-295-5146 or click here to book that free visit.

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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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