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25 minutes | a month ago
Breaking Down Group Retirement Plans
Tim and Jeff discuss group retirement plans, such as 401Ks, Pension plans, and more. They also go through some specific situations that folks may be involved in when dealing with these accounts.
30 minutes | a month ago
A Look At The Future of Taxes
Tim and Jeff take a look at what could be on the horizon if President Biden’s tax proposals are passed.
26 minutes | 5 months ago
Should You Get a Second Opinion?
Tim and Jeff talk about why getting a second opinion is a wise decision for those approaching retirement, and discuss some questions that you should be asking about your retirement plan.
21 minutes | 5 months ago
Tax Planning for the Year Ahead
Tim and Jeff discuss tax planning strategies for retirees as we head in to 2021.
26 minutes | 6 months ago
Tim and Jeff discuss 401K's and common questions they hear about them. How do 401K's work? How are they taxed? What is inside of a 401K?
24 minutes | 7 months ago
Taxes in Retirement
This episode discusses: Traditional vs. Roth IRA's How Social Security income can affect taxes Various issues involving capital gains
27 minutes | 8 months ago
Tim and Jeff discuss what us means to have a legacy plan, and the importance of leaving a legacy. How are legacy and long-term care planning intertwined? This along with much more on this weeks podcast.
21 minutes | 9 months ago
The ABC's of Annuities
Tim Kulhanek and Jeff Gove answer some common questions that retirees have about annuities: Why annuities are a popular product? Why they are so misunderstood? The different types of annuities ? What fees can be involved?
21 minutes | 10 months ago
They go over: - The rules - Planning for taxes in regards to how you take it - What people can do before they retire to help mitigate the tax burden on their Social Security income
20 minutes | 10 months ago
Voluntary Separation Program (VSP)
Talking points include: - Experiences with clients on what to do if offered one of these packages - Health insurance is a huge factor - is a Cobra plan part of the package? - Do you qualify for a subsidy for insurance under the Affordable Care Act? - Don't let your emotions cloud your decision on whether to accept a VSP
24 minutes | a year ago
The Ins and Outs of Annuities
What is an annuity? The different types of annuities vary greatly, so how do you find out which annuity is right for you?
18 minutes | a year ago
Living Through a Pandemic
What are you doing to maintain your own mental health during this pandemic? For those who remember, what was life like during past major pandemics?
19 minutes | a year ago
The New Normal
This episode discusses how the latest market news involving the pandemic has changed the way Stonebridge serves clients and potential clients. They address using new technologies like Zoom to conduct virtual meetings which are not face to face, as well as secure electronic document signing. They also discuss whether volatility is the new normal.
16 minutes | a year ago
Health and Long Term Care Planning
This episode takes a look at long term care, and ways to account for paying for it such as various insurance or annuity products. Also 3 things to think about in putting a personalized plan together.
13 minutes | a year ago
This episode centers in on the importance of comparing your portfolio to some kind of benchmark, such as the S&P 500 or other financial item. It also focuses on allocation strategies such as using the Rule of 100, as well as defining true diversification and why it is important to have it in your plan.
14 minutes | a year ago
4 Areas Your Retirement Plan Needs to Address
This episode focuses mainly on income planning. It focuses further on four areas a good retirement plan needs to address - safety, income, growth and liquidity.
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