PODCAST · education
The Retirement Compass
by Jeff Gove & Tim Kulhanek
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
-
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. See omnystudio.com/listener for privacy...
-
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...
-
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...
-
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...
-
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...
-
Biggest Risk in Retirement? Not the Market.
On this episode of the Retirement Comass Radio Show, Jeff Gove reviews the biggest risk to your retirement nest egg: taxes. Check this helpful resource, Stonebridge Tax Bill, then call for a free review of the information at 866-295-5146. Check out the YouTube channel and give it a follow! See...
-
Is Cash a Safe Position in Retirement?
Jeff Gove and John Ternus review the reasons why stuffing the mattress with cash may not be the most advantageous strategy for retirement savings. What about the stock market you ask? Also, needing strategy to work in concert with your retirement goals. Call Stonebridge Wealth Systems for a free...
-
Health Care Costs in Retirement.
Zach Vancas and Jackie Selby discuss health care costs for the retiree. These costs are not fixed, so listen up, and share this podast. Call Stonebridge Wealth Systems at 866-295-5146 to get on the schedule with one of the experienced advisors, or click here. Check out the YouTube Channel here.…
more -
Covering the Social Security Income Gap.
On this episode, Jeff Gove and Zach Vancas disuss how to bridge the income gap in retirement between your Social Security and your investments, without burning a hole in your savings! Call Stonebridge Wealth Systems at 866-295-5146 or click here to make a NO COST, NO OBLIGATION visit with a…
more -
You May Have a Ticking Tax Bomb!
On this episode of the Retirement Compass Radio Show, you will hear from Tax Planning Certified Professional John Ternus on the subject of your tax deferred retirement accounts turning into a time bomb. He and Jeff Gove offer sage words to motivate you to take action before that big IRS hit. Go…
more -
Purchasing Power Protected!
Eli Mardock of the Omaha office of Stonebridge Wealth Systems explains the dangers of relying on unpredictable income sources in retirement. Call for income planning including help to formulate a steady retirement paycheck. 866-295-5146. See omnystudio.com/listener for privacy information.
-
Is it a Problem to be Retired for 30 Years?
On this episode of Retirement Compass Radio Show, Zach Vancas and Jackie Selby discuss the issues most retirees consider in retirement, related to longevity. Call Stonebridge Wealth Systems at 866-295-5146. See omnystudio.com/listener for privacy information.
-
Nest Egg Peril!
On this episode of Retirement Compass Radio, advisor Zach Vancas discusses the clear and present danger to your retirement accounts due to risk in the market. More importantly, the risk of underspending your retirement money because of lack of understanding as to the readily available advise from...
-
Tune OUT the Noise!
On this episode, Tim Kulhanek illustrates the no-nonsense way to measure the success of your portfolio. He suggests that by focusing on just stock volatility, your retirement enjoyment could be greatly reduced...plus, it is just one point on the retirement compass. Call Stonebridge Wealth…
more -
Are You on the Path to Retirement Success?
Jeff Gove and Tim Kulhanek discuss the importance of NAVI-gating your way to a successful financial landing for retirement. Needs, analysis, implimentation...all start with a quick meeting with Stonebridge Wealth Systems. 866-295-5146. Or click here! On YouTube HERE. See omnystudio.com/listener…
more -
Combined Assets: Does Your Spouse Know the Score?
Zach Vancas and Jackie Selby discuss the pros of working with your spouse on the shared financial plan. Stonebridge has offices in Kearney, Grand Island, Lincoln and Omaha. Call Stonebridge at 866-295-5146 or click here. See omnystudio.com/listener for privacy information.
-
The Financial Red Zone of Retirement!
Tim Kulhanek discusses "red zone" efficiancy with your retirement. Stonebridge wants to help you avoid any financial fumbles in your pre-retirement or post-retirement years. Call 866-295-5146 or click here! See omnystudio.com/listener for privacy information.
-
Legacy Planning is Essential!
Retirement may seem daunting, but it doesn't have to be. In the latest episode of the Retirement Compass Radio Show, Tim Kulhanik and Jeff Gove share expert advice on navigating your retirement journey, debunking common myths, and exploring effective strategies to secure your financial future....
-
Understanding Market Dynamics.
One of the key points raised in the podcast is the importance of not letting market emotions dictate your investment decisions. Tim shares a quote from Peter Lynch highlighting that more money has been lost by waiting for a bear market than in the bear market itself. This emphasizes the need for…
more -
It's All About Cash Flow!
In this episode of the Retirement Compass Radio Show, Jackie Selby and Jeff Gove discuss essential aspects of retirement planning, including the importance of being debt-free, understanding retirement savings, healthcare preparedness, and lifestyle planning. They emphasize the need for financial...
-
Navigating Retirement: Key Strategies for Financial Security.
In this episode of the Retirement Compass Radio Show, the hosts discuss essential strategies for retirement planning, focusing on the importance of continued investment, understanding longevity, and the impact of inflation. They explore healthcare costs, legacy planning, and common concerns...
-
End of the Year Planning AND 2026 Plans!
Jeff Gove explains RMD distributions for those of a certain age (over 73), and the importance of distributing those funds on time to avoid fines. If you are giving to your favorite charity on an annual basis, working with the professionals at Stonebridge will insure that all the "i"s are dotted,...
-
Retirement Dollars Serving YOU Safely!
Tim Kulhanek and Jeremy Gove discuss how to NOT fall victim to inflation with the loss of purchasing power by using these concepts: organize, track and task. You can test your retirement spending needs with a comprehensive retirement plan from Stonebridge Wealth Systems. Call 866-295-5146 or…
more -
Longevity...Did Your Portfolio Get the Memo?
Tim Kuhanek uncovers the truth about the unprecidented baby boomer phenomenon of retirement itself including how to prepare for living a long life with adequate money. Please call Stonebridge at 866-295-5146 for a free, no obligation consultation about YOUR retirement. Or click here to "git 'er...
-
Don't Crash and Burn on the Descent!
Eli Mardock in the Omaha office speaks to the need for a financial Sherpa on the way down that mountain of saving for retirement, so you don't slip off into a crevasse. Get some guidance with Stonebridge Wealth Systems 866-295-5146. See omnystudio.com/listener for privacy information.
-
Your Income Stops but the Bills Don't. Are you ready?
On this show, Tim & Jeff discuss the important roll of Social Security within your income plan for retirement! Strategy and thoughtful planning will make your benefits work harder for you. Stonebridge can run a report for you at no charge, based on life expectancy, in order to give you a clear...
-
Will AI Investments Lead to Job Loss?
This week Tim Kulhanek and Jeff Gove discuss the "first steps" to arranging for a successful retirement...and the first step is: a plan! Take that first step for you and your family with a no cost meeting with Stonebridge Wealth Systems. Call 866-295-5146. See omnystudio.com/listener for privacy...
-
Dreaming Big for Retirement!
Tim Kulhanek and Jeff Gove diiscuss how to design a retirement that can accommodate both thrills and rhythm. Call Stonebridge to get a NO COST consultation with the elite team of advisors. 866-295-5146. See omnystudio.com/listener for privacy information.
-
Paying YOURSELF in Retirement!
On this segment, Eli Mardock of the Omaha office, discusses the stable income ratio that you can achieve for your own retirement years. Call 866-295-5146 or click here: Stonebridge Wealth Systems See omnystudio.com/listener for privacy information.
-
Personalized Financial Advice is Key to Successful Retirement Planning.
In this episode of Retirement Compass, hosts Dave Perkins and Tim Kulhanek discuss the complexities of retirement planning, emphasizing the importance of early preparation and the potential challenges retirees face. They explore the significant wealth transfer from baby boomers to younger...
-
Understanding Your 401k: The Rules Matter.
Tim Kulhanek and Jeff Gove discuss the importance of finding a firm grasp on the tax implications of withdrawing from your 401k without strategic consideration. Call Stonebridge 800-940-9616. See omnystudio.com/listener for privacy information.
-
Do You NEED All of That Money?
Tim Kulhanek and Jeff Gove review the steps to understand if you have enough money for retirement, and if you have MORE than enough! Call Stonebridge 866-295-5146. See omnystudio.com/listener for privacy information.
-
Position Eliminated? Downsized? Layoff?
Jeff Gove and Tim Kulhanek review your options if you have been terminated with a buy-out? Call Stonebridge before you make any decisions regarding your payout and pension so you don't lose out on some funds. Perhaps you could retire early! There are some silver linings to the current climate of...
-
Get the BIG Decisions Right!
Tim Kulhanek and Zach Vancas discuss the benefits of testing out the retirement plan before quitting work full-stop. This easing into retirement strategy would allow folks to test the resiliency of the budget, while making adjustments accordingly. Call Tim and Jeff at 866-295-5146. Stonebridge...
-
Yesteryear's Advise: Updated!
Jeff Gove and Jackie Selby discuss and upgrade some long-standing beliefs for retirement. Should you pay off the mortgage before retirement? How much money do you have and where does it need to go? There are strategies that the experienced team of advisors can present to you, in order to make…
more -
Farmer or Not You Need this Estate Plan Show!
Jeff Gove and Eli Mardock discuss the importance of a succession for Nebraska farmers! They also include valuable information about life insurance for leverage and possible long term care benefit. Stonebridge Wealth Systems can help you see your entire estate plan in a framework of your…
more -
Estate Planning is Part of Retirement Planning!
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....
-
The New Retirement Threats.
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...
-
Grab the Tax Bull by the Horns!
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.…
more -
Taxes...Why Pay More Than Necessary?
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. See omnystudio.com/listener for privacy information.
-
Stability and Choice!
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...
-
Listen Up to Get Your License to Spend!
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...
-
Trim Your Tax Bill with Strategic Planning!
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...
-
Installing a Volatility Buffer!
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…
more -
Don't Count On a Warm Handshake from AI!
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! See omnystudio.com/listener for privacy information.
-
Tax-Code-Tim and Estate-Planning-Jeff are in the House!
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!…
more -
No Need to Panic in a Down Market! Solutions HERE.
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…
more -
Get More Satisfaction in Retirement with THIS.
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. See...
-
Replacing Income in Retirement Plus a Special Real Estate Guest!
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...
-
Tariff Panic Could Sink Your Retirement Ship, So Don't Panic.
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...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
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
HOSTED BY
Jeff Gove & Tim Kulhanek
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does The Retirement Compass have?
The Retirement Compass currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Retirement Compass about?
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...
How often does The Retirement Compass release new episodes?
The Retirement Compass is no longer actively publishing new episodes, but the existing catalog remains available.
Where can I listen to The Retirement Compass?
You can listen to The Retirement Compass on PodParley by clicking any episode. We provide an embedded audio player for direct listening.
Who hosts The Retirement Compass?
The Retirement Compass is created and hosted by Jeff Gove & Tim Kulhanek.
URL copied to clipboard!