Tried, True and Used by 38% of Americans! But, is it the best?

October 17, 2024

Jeff Gove and Tim Kulhanek discuss the accessibility and practicality of the retirement savings plan known as:  401k.  (A 401k plan is a tax-advantaged retirement account employers offer to help their employees invest for retirement.).  Tim compares the 401k to that of flying coach, and the IRA to flying first class.  Stonebridge treats every client as a pre-screened, first class flyer.  Plus, they will make sure you are actually diversified within your portfolio. 

Call 866-295-4146 to book a free consultation.  Stonebridge Insurance and Wealth Management. 

See omnystudio.com/listener for privacy information.

MORE PODCASTS

TAKE THE NEXT STEP

Want to see how Stonebridge Insurance and Wealth Management can help with your retirement strategy? Schedule an appointment today or register to attend an event.