All Episodes
The Retirement Compass — 104 episodes
Different Retirement Accounts, and the Importance of Diversification
Retirement Blindspots & Social Media in Retirement
Building A Bucket of Money Vs. Building a Plan That Can Withstand
What Is Un-Retirement?
Outdated Money Myths Blinding Your Retirement?
We Worked for it, Now Pay Me!
Risky Business in Retirement? Why?
Layering Your Income!
Biggest Risk in Retirement? Not the Market.
Is Cash a Safe Position in Retirement?
Health Care Costs in Retirement.
Covering the Social Security Income Gap.
You May Have a Ticking Tax Bomb!
Purchasing Power Protected!
Is it a Problem to be Retired for 30 Years?
Nest Egg Peril!
Tune OUT the Noise!
Are You on the Path to Retirement Success?
Combined Assets: Does Your Spouse Know the Score?
The Financial Red Zone of Retirement!
Legacy Planning is Essential!
Understanding Market Dynamics.
It's All About Cash Flow!
Navigating Retirement: Key Strategies for Financial Security
End of the Year Planning AND 2026 Plans!
Retirement Dollars Serving YOU Safely!
Longevity...Did Your Portfolio Get the Memo?
Income Stops but the Bills Don't. Are You Ready?
Will AI Investments Lead to Job Loss?
Dreaming Big For Retirement!
Paying YOURSELF in Retirement!
Personalized Financial Advice is Key to Successful Retirement Planning
Understanding Your 401K: The Rules Matter.
Do You NEED All of That Money?
Position Eliminated? Downsized? Layoff?
Get the BIG Decisions Right!
Yesteryear's Advise: Updated!
Farmer or Not You Need this Estate Plan Show!
Estate Planning is Part of Retirement Planning!
The New Retirement Threats.
Grab the Tax Bull by the Horns!
Taxes...Why Pay More Than Necessary?
Stability and Choice!
Listen Up to Get Your License to Spend!
Trim Your Tax Bill with Strategic Planning!
Installing a Volatility Buffer!
Don't Count on a Warm Handshake From AI!
Tax-Code-Tim and Estate-Planning-Jeff are in the House!
No Need to Panic in a Down Market! Solutions HERE.
Get More Satisfaction in Retirement with THIS.
Replacing Income in Retirement Plus a Special Real Estate Guest!
Tariff Panic Could Sink Your Retirement Ship, So Don't Panic.
The Importance of Hiring a Professional!
Plenty of Solutions for the Farm Clients to Reduce Taxes
What Will it Look Like, My Retirement?
Strategy Leverage & Tax Planning
The Retirement Compass vs. AI
Is the Trend Your Friend? Find Out HERE.
Control Yourself! Get a Plan, and Stick to it!
Time to Rebalance Your Portfolio, But NOT Without the Compass!
What's The Real Cost of Navigating the Complex US Tax Code?
90 Trillion in Assets? Hold on TIGHT to Your Share.
Are You Adaptable? You WILL Be When Working With Stonebridge.
Are You Behind on Saving for Retirement? It Might Only Be a Feeling!
Application/Allocation. You Have To Get This Right!
What is this Money FOR?
Contrast and Compare: Best and Worst Financial Advisors
Everyone Needs a Friend in Financial Services
Tried, True and Used by 38% of Americans! But, is it the Best?
Looking at Risks in Retirement...and Life!
So You Retire, NOW What? Don't Skip This Episode.
Refinance Your Retirement? This is HUGE...
Pulling the Plug on the Old J.O.B.? Not Without THIS.
Mind the Retirement Savings & Protection Gaps!
Inflation and Deflation Explained: Retirement Compass Style
Physical AND Financial Health!
Inflation, Volatility, & Healthcare...Oh My!
Calm Your Retirement Fears with a Cup of Information!
Is Your Plan Secure? Or Do You Have a Fox in the Henhouse?
Taxable, Tax Deferred, and Tax FREE + Funding Longterm Care!
The Calendar Effect. Check It.
Buying Gold? THIS is a Must Listen.
Scammers Are Getting More and More Savvy. Protect Yourself!
Personal Finance Struggles Addressed HERE.
50 is the New 40
This is Not Your Father's Retirement
Retirement Planning Makeover
Happy Birthday Baby Boomers - Ten Thousand A Day!
Spring Cleaning + Taxes! Oh Joy.
You Worked Hard For it, Now it's Time to Navigate Your Retirement!
What NOT to do with Your Money...Tales From Hollywood
Americans Are Retiring in Record Number in 2024! Are You Ready?
Understand Your Goal; Retire Like a Champion
10 Most Common Retirement Planning Mistakes
8 Steps to Take Now To Make Sure You're Ready for Retirement
Step By Step Guide to a Create a Plan for Your Golden Years
5 Common Retirement Blunders, and How To Avoid Them
Importance of Financial Education - Even After Retirement
Tips To Help You Escape The Turbulence and Enjoy A Calm & Easy Ride Through Retirement
Happiness in Retirement
Navigating the First Decade: Unmasking the Financial Curve Balls of Retirement
Golden Year Unleashed: Embracing the Perks, Dodging Retirement Pitfalls
Unpacking Financial Lessons with Jerry Seinfeld
From Nest Egg To Golden Years