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Radio Show #13: Taking Charge Of Your Retirement
Manage episode 431261193 series 3573568
Treść dostarczona przez Bulman Wealth Group. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Bulman Wealth Group lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
As we approach retirement, the financial landscape can often seem daunting. From income planning to investment strategies, taxes, and healthcare, there are numerous factors to consider to ensure a comfortable and secure retirement. In this week’s show, Chris and Scott will discuss these critical topics, offering actionable insights and strategies to help you navigate your financial future with confidence.
Here’s some of what we discuss in this episode:
- Getting into the retirement planning mindset.
- When you should consider switching to a new advisor.
- The biggest retirement fears people face.
- Common retirement planning mistakes.
- Matching your risk preferences with your portfolio.
- What you should know about annuities.
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
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