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Retirement Compass

Dec 8, 2022

Tim and Jeff, along with Scott Nachtigal, are the three founders of Stonebridge Insurance and Wealth Management. This episode talks about their background, how Stonebridge got started and how each came to become part of the team, as well as their personal lives and families.

  • Jeff originally wanted to go into the...


Dec 8, 2022

Today Tim and Jeff discuss the Stonebridge Retirement Compass, their way of formulating a complete retirement plan for each individual client, and the five components of it - income, growth, tax, health care and estate/legacy planning.

  • The process was developed because the Stonebridge team to wanted to show folks that...


Sep 15, 2022

Tim and Jeff interview Miguel Rios, a product specialist and research strategist with Blue Rock about the Total Income and Real Estate Fund.

Takeaways

  • The fund is set up for income and capitol appreciation. In its ten year history, the fund has paid a quarterly dividend averaging 5.25% annual interest
  • It primarily...


Aug 5, 2022

Today Tim and Jeff are joined by Alex Bobbin, a senior investment analyst at Brookstone Capitol Management.

Takeaways

  • The main topic is called a structured note, which is an alternative investment that combines a zero-coupon bond with an options package. They are positioned for investors primarily for income...


Aug 5, 2022

A retired University of Kansas professor, Dr. David Eckert, recently talked in an interview about how what he thought retirement was going to be like is different from the reality of it. Tim and Jeff expand on this subject in today's podcast.

Takeaways

  • You need a plan not only for your finances, but also with what you...