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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
| Episode | Date |
|---|---|
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Financial Information on Social Media: Good & Bad.
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May 22, 2026 |
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How Do You Compare?
|
May 15, 2026 |
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We Worked for it, Now Pay Me!
|
May 09, 2026 |
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Risky Business in Retirement? Why?
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May 02, 2026 |
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Layering Your Income!
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Apr 25, 2026 |
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Biggest Risk in Retirement? Not the Market.
|
Apr 18, 2026 |
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Is Cash a Safe Position in Retirement?
|
Apr 11, 2026 |
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Health Care Costs in Retirement.
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Apr 04, 2026 |
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Covering the Social Security Income Gap.
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Mar 21, 2026 |
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You May Have a Ticking Tax Bomb!
|
Mar 14, 2026 |
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Purchasing Power Protected!
|
Mar 06, 2026 |
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Is it a Problem to be Retired for 30 Years?
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Feb 26, 2026 |
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Nest Egg Peril!
|
Feb 21, 2026 |
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Tune OUT the Noise!
|
Feb 14, 2026 |
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Are You on the Path to Retirement Success?
|
Feb 06, 2026 |
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Combined Assets: Does Your Spouse Know the Score?
|
Jan 31, 2026 |
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The Financial Red Zone of Retirement!
|
Jan 24, 2026 |
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Legacy Planning is Essential!
|
Jan 17, 2026 |
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Understanding Market Dynamics.
|
Jan 09, 2026 |
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It's All About Cash Flow!
|
Jan 02, 2026 |
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Navigating Retirement: Key Strategies for Financial Security.
|
Dec 13, 2025 |
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End of the Year Planning AND 2026 Plans!
|
Dec 06, 2025 |
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Retirement Dollars Serving YOU Safely!
|
Nov 22, 2025 |
|
Longevity...Did Your Portfolio Get the Memo?
|
Nov 07, 2025 |
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Don't Crash and Burn on the Descent!
|
Nov 01, 2025 |
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Your Income Stops but the Bills Don't. Are you ready?
|
Oct 29, 2025 |
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Will AI Investments Lead to Job Loss?
|
Oct 17, 2025 |
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Dreaming Big for Retirement!
|
Oct 10, 2025 |
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Paying YOURSELF in Retirement!
|
Oct 04, 2025 |
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Personalized Financial Advice is Key to Successful Retirement Planning.
|
Sep 26, 2025 |
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Understanding Your 401k: The Rules Matter.
|
Sep 13, 2025 |
|
Do You NEED All of That Money?
|
Aug 30, 2025 |
|
Position Eliminated? Downsized? Layoff?
|
Aug 23, 2025 |
|
Get the BIG Decisions Right!
|
Aug 16, 2025 |
|
Yesteryear's Advise: Updated!
|
Aug 09, 2025 |
|
Farmer or Not You Need this Estate Plan Show!
|
Aug 02, 2025 |
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Estate Planning is Part of Retirement Planning!
|
Jul 28, 2025 |
|
The New Retirement Threats.
|
Jul 09, 2025 |
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Grab the Tax Bull by the Horns!
|
Jun 28, 2025 |
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Taxes...Why Pay More Than Necessary?
|
Jun 14, 2025 |
|
Stability and Choice!
|
Jun 07, 2025 |
|
Listen Up to Get Your License to Spend!
|
May 31, 2025 |
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Trim Your Tax Bill with Strategic Planning!
|
May 24, 2025 |
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Installing a Volatility Buffer!
|
May 17, 2025 |
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Don't Count On a Warm Handshake from AI!
|
May 10, 2025 |
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Tax-Code-Tim and Estate-Planning-Jeff are in the House!
|
Apr 28, 2025 |
|
No Need to Panic in a Down Market! Solutions HERE.
|
Apr 18, 2025 |
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Get More Satisfaction in Retirement with THIS.
|
Apr 12, 2025 |
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Replacing Income in Retirement Plus a Special Real Estate Guest!
|
Mar 08, 2025 |
|
Tariff Panic Could Sink Your Retirement Ship, So Don't Panic.
|
Feb 22, 2025 |
|
The Importance of Hiring a Professional!
|
Feb 14, 2025 |
|
Plenty of Solutions for the Farm Clients to Reduce Taxes.
|
Feb 08, 2025 |
|
What Will it Look Like, My Retirement?
|
Feb 01, 2025 |
|
Strategy, Leverage & Tax Planning.
|
Jan 25, 2025 |
|
The Retirement Compass vs AI.
|
Jan 18, 2025 |
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Is the Trend Your Friend? Find Out HERE.
|
Jan 11, 2025 |
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Control Yourself! Get a Plan, and Stick to It!
|
Dec 28, 2024 |
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Time to Rebalance Your Portfolio, but NOT without the Compass!
|
Dec 23, 2024 |
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What’s the Real Cost of Navigating the Complex US Tax Code?
|
Dec 14, 2024 |
|
90 Trillion in Assets? Hold on TIGHT to Your Share.
|
Dec 07, 2024 |
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Are You Adaptable? You WILL be when working with Stonebridge.
|
Nov 23, 2024 |
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Are You Behind on Saving for Retirement? It might only be a feeling!
|
Nov 16, 2024 |
|
Application/Allocation. You Have to Get This Right!
|
Nov 09, 2024 |
|
What is This Money FOR?
|
Nov 02, 2024 |
|
Contrast and Compare: Best and Worst Financial Advisors.
|
Oct 26, 2024 |
|
Everyone Needs a Friend in Financial Services.
|
Oct 18, 2024 |
|
Tried, True and Used by 38% of Americans! But, is it the best?
|
Oct 17, 2024 |
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Looking at Risks in Retirement...and Life!
|
Oct 04, 2024 |
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So you retire, NOW what? Don't skip this episode.
|
Sep 23, 2024 |
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Refinance Your Retirement? This is HUGE...
|
Aug 25, 2024 |
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Pulling the plug on the old J.O.B.? Not without THIS.
|
Aug 19, 2024 |
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Mind the Retirement Savings & Protection Gaps!
|
Aug 06, 2024 |
|
Inflation and Deflation Explained: Retirement Compass Style.
|
Aug 01, 2024 |
|
Physical AND Financial Health!
|
Jul 24, 2024 |
|
Inflation, Volatility, & Healthcare...Oh My!
|
Jul 12, 2024 |
|
Calm Your Retirement Fears with a Cup of Information!
|
Jul 03, 2024 |
|
Is Your Plan Secure? Or Do You Have a Fox in the Henhouse?
|
Jun 28, 2024 |
|
Taxable, Tax Deferred, and Tax FREE + Funding Longterm Care!
|
Jun 21, 2024 |
|
The Calendar Effect. Check it.
|
Jun 07, 2024 |
|
Buying Gold? THIS is a must listen.
|
May 31, 2024 |
|
Scammers are Getting More and More Savvy. Protect Yourself!
|
May 24, 2024 |
|
Personal Finance Struggles Addressed HERE.
|
May 14, 2024 |
|
50 is the New 40.
|
May 03, 2024 |
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This is Not Your Father's Retirement.
|
Apr 30, 2024 |
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Retirement Planning Makeover!
|
Apr 05, 2024 |
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Happy Birthday Baby Boomers-Ten Thousand a Day!
|
Mar 22, 2024 |
|
Spring Cleaning + Taxes! Oh joy.
|
Mar 15, 2024 |
|
You worked hard for it, now it's time to navigate your retirement!
|
Mar 08, 2024 |
|
What NOT to do with your money...tales from Hollywood.
|
Mar 01, 2024 |
|
Americans are retiring in record number in 2024! Are you ready?
|
Feb 23, 2024 |
|
Understand your goal; retire like a champion.
|
Feb 16, 2024 |
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+ 2023 - 11 - 04 Stonebridge 5550
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Jan 19, 2024 |
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+ 2023 - 12 - 09 Stonebridge 5550
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Jan 19, 2024 |
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+ 2023 - 11 - 11 Stonebridge 5550
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Jan 19, 2024 |
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+ 2024 - 01 - 06 Stonebridge 5550
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Jan 19, 2024 |
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+ 2023 - 12 - 23 Stonebridge 5550
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Jan 19, 2024 |
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+ 2024 - 01 - 13 Stonebridge 5550
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Jan 19, 2024 |
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+ 2023 - 12 - 16 Stonebridge 5550
|
Dec 14, 2023 |
|
Navigating the First Decade: Unmasking the Financial Curve Balls of Retirement - December 2, 2023
|
Dec 12, 2023 |
|
Golden Years Unleashed: Embracing the Perks, Dodging Retirement Pitfalls - November 25, 2023
|
Dec 11, 2023 |