))
Radio Show #13: Taking Charge Of Your Retirement
Manage episode 431261193 series 3573568
Content provided by Bulman Wealth Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bulman Wealth Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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 [email protected]. You can also reach the team by phone at (916) 458-8199.
37 episodes
Share
