20 episodes

Financial Advisors and Retirement specialists Tim Kulhanek and Jeff Gove dive into various retirement topics concerning your retirement.

Retirement Compass Tim Kulhanek

    • Business
    • 5.0 • 1 Rating

Financial Advisors and Retirement specialists Tim Kulhanek and Jeff Gove dive into various retirement topics concerning your retirement.

    Inflation Pt. 2

    Inflation Pt. 2

    Inflation is an increasingly huge topic in the current news, as the U.S. is experiencing inflation rates higher than any seen since the late 1970’s. Today Tim and Jeff discuss why inflation has to be accounted for in a solid retirement plan to be sure there is enough growth potential to cover higher costs which are surely coming in any future years – not only for ongoing regular expenses but also for unexpected expenses and covering health care costs, which rise at nearly double the rate of everything else.

    • 37 min
    Legacy Planning

    Legacy Planning

    Legacy planning is the final piece to a solid retirement plan. But it is an important one in regards to what your loved ones final wishes are for having things properly distributed to whomever they want. Tim and Jeff discuss the process for a proper legacy plan, which includes taking into account tax implications for the estate. They also discuss other do’s and don’ts of retirement planning in the opening portion of the show.

    • 36 min
    Impact of Inflation

    Impact of Inflation

    We have all seen inflation skyrocket in recent months to the highest levels in years. And retirees on a fixed income feel it more than any other age group. Tim and Jeff stress the importance of planning around inflationary times, and making sure your income keeps up with the ever rising prices of everything, especially including health care which goes up at around double the rate of most other goods.

    • 37 min
    Seven “Baby Steps” Toward Achieving Financial Independence (Part 1)

    Seven “Baby Steps” Toward Achieving Financial Independence (Part 1)

    Tim and Jeff are now involved with the Dave Ramsey Smartvestor Pro program, this podcast and the next will discuss Ramsey's 7 baby steps toward financial independence. On this podcast, they dive into the first four steps.

    • 17 min
    Breaking Down Group Retirement Plans

    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.
     

    • 25 min
    A Look At The Future of Taxes

    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.

    • 30 min

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