Jeff and Jackie discuss the success of a new client and the importance of radio advertising. They also discuss tax planning strategies, including qualified charitable distributions and the importance of reviewing spending.  Also, the benefits of using annuities for safe money options and avoiding inflationary erosion. The conversation concludes with a focus on exit planning for farmers and the importance of creating a comprehensive plan to minimize tax liabilities.

Reach out to Stonebridge at 866-295-5146 or check the website for 1 of their 4 offices in Nebraska at Stonebridge Insurance & Wealth Management.

See omnystudio.com/listener for privacy information.

The Retirement Compass Radio Show discusses various aspects of retirement planning, including consolidating investment accounts, evaluating financial products, and creating a budget for retirement. The hosts discuss the benefits of running an annuity stress test and reviewing insurance policies. The show highlights the significance of healthcare planning in financial plans and provides tips for saving for retirement. Lastly, the hosts discuss the manageable sacrifices that can be made to save more for retirement. Listeners are encouraged to reach out to StonebridgeIWM.com for personalized advice and assistance.

Call Stonebridge at 866-295-5146 or check the website for one of their 4 offices in Nebraska at Stonebridge Insurance & Wealth Management.

See omnystudio.com/listener for privacy information.

In this conversation, Jackie Selby and Jeff Gove discuss cautionary tales from Hollywood and the importance of estate planning. They highlight the consequences of dying without an estate plan and emphasize the need to work with professionals to create a comprehensive plan. They also discuss the importance of tax planning and avoiding scams. The conversation emphasizes the importance of having a non-emotional perspective when making financial decisions and the role of financial advisors in guiding individuals towards wise investments and financial stability. 

Reach out to Stonebridge at 866-295-5146 or check the website for one of their 4 offices in Nebraska at Stonebridge Insurance & Wealth Management.

See omnystudio.com/listener for privacy information.

The hosts share personal stories and discuss the importance of clear retirement goals. They also highlight the need for tax planning and income distribution strategies. The conversation touches on retirement age and the trend of working in retirement. 

Reach out to Stonebridge at 866-295-5146 or check the website for one of their 4 offices in Nebraska at Stonebridge Insurance & Wealth Management.

See omnystudio.com/listener for privacy information.

The conversation covers various topics related to retirement planning, including the Super Bowl, understanding retirement income, creating a budget, investment strategies, factors affecting retirement funds, visualizing retirement plans, and the impact of children on retirement savings. In this conversation, Tim Kulhannick discusses the role of Stonebridge as the offensive coordinator in retirement planning. 

Reach out to Stonebridge at 866-295-5146 or check the website for one of their 4 offices in Nebraska at Stonebridge Insurance & Wealth Management.

See omnystudio.com/listener for privacy information.

+ 2023 - 11 - 04 Stonebridge 5550 by Tim Kulhanek

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+ 2023 - 12 - 09 Stonebridge 5550 by Tim Kulhanek

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+ 2023 - 11 - 11 Stonebridge 5550 by Tim Kulhanek

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+ 2024 - 01 - 06 Stonebridge 5550 by Tim Kulhanek

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+ 2023 - 12 - 23 Stonebridge 5550 by Tim Kulhanek

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