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The episode dives into vulnerable beneficiaries, explaining how leaving a large lump sum outright to someone struggling with financial discipline or addiction can unintentionally cause harm. Estate planning isn’t just about taxes — it’s about protecting people and relationships.

Markets move in seasons — spring growth, summer strength, fall harvesting, and winter downturns. The mistake many investors make is uprooting their financial plan in the middle of winter.

This episode of Retirement Compass, host Brad Johansen sits down with Tim Kulhanek and Jeremy Gove of Stonebridge Wealth Systems to clear up some of the biggest misconceptions about taxes in retirement and explain why “your taxes will be lower later” isn’t always true.

Throughout the episode, they highlight the importance of comprehensive planning — integrating income, investments, taxes, healthcare, and legacy — instead of focusing narrowly on market returns.

Retirement planning isn’t just about reaching a savings goal. It’s about preparing for disruption, managing taxes wisely, protecting income, and building flexibility into your plan.

For decades, retirees relied on pensions — predictable “mailbox money” that created confidence and peace of mind. Today, with pensions largely gone, many retirees are left with 401(k)s and IRAs… and a lot of uncertainty. The result? People underspend, even when they can afford not to.

Catch every episode of The Retirement Compass with Stonebridge TV Show on our YouTube channel and subscribe for ongoing retirement planning insights.

Local Media

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Chase ATM Check Fraud, KLKN, 09/04/24

Financial Aid Awareness Month, KFXL, 02/25/24

Tips for Last-Minute Tax Filing, KHGI, 04/11/24

Financial Aid Awareness Month, KFXL, 02/25/24

Financial Tips for the New Year, KLKN, 01/15/24

New Year’s Financial Resolutions, KOLN, 01/05/24

Our Podcast

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Watch every episode of The Retirement Compass with Stonebridge Radio Podcast on YouTube for retirement planning insights—subscribe to stay informed.

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