Retirement Compass

Jun 9, 2023

Tim discusses some of the top financial news from late May.

• The Stonebridge team can help with their various accounts in putting together a set financial plan for retirement
• The big current issue is the debt ceiling debate which was before Congress at that time. Back at 2011 when this issue was up again and how the...

May 19, 2023

Prices are going to be up for nearly everything involving vacation planning for this summer - hotels, airfare, meals, etc. But taking that summer trip should still be on your agenda. Tim and Jeff discuss why this is important.

• Getting away from work is good for the mind. Tim says there are many things to do that...

May 11, 2023

The so-called Baby Boomer generation has been retiring for a number of years, but the next group, referred to as Gen X, is on the cusp of their retirement years. This podcast focuses on the latter group and the preparations they need to make in planning for life after working.

•            It is never too early to...

Mar 20, 2023

Remember that 80's phenomenon the Rubik's Cube, the six sided puzzle where you need to make every side the same color. There are a lot of parts to get right, and retirement planning can be the same way. Tim and Jeff discuss how this analogy fits and how the pieces can be arranged so that your retirement plan - i.e....

Feb 3, 2023

Retirement comes with a lot of potential risks, but two stand out – longevity and health care – because they are big unknowns. Jeff Gove addresses these as well as more known factors such as taxes and being prepared.

• The Retirement Compass process takes planning into account through age 95 to address the issue of...