11 episodes

This is the radio version of Your Financial Compass, presented by Bulman Wealth Group. This is the sister show to the regular bi-weekly Your Financial Compass podcast. This show will allow you to learn about a variety of topics in one sitting and help you catch up on anything you missed on the weekly radio show that airs on News Radio KFBK 93.1FM in Sacramento, California at 2pm on Sundays.This show will help you successfully navigate to and through your retirement. Our Financial Compass process goes beyond traditional holistic financial planning; we care as much about you and your lifestyle as we do about your plan.  We aim to provide information to both pre and post retirees so you can make well informed decisions about your financial future. Learn more by visiting https://bulmanwealth.com or by calling 916-458-8199.

Your Financial Compass Radio Show with Bulman Wealth Group Bulman Wealth Group

    • Business

This is the radio version of Your Financial Compass, presented by Bulman Wealth Group. This is the sister show to the regular bi-weekly Your Financial Compass podcast. This show will allow you to learn about a variety of topics in one sitting and help you catch up on anything you missed on the weekly radio show that airs on News Radio KFBK 93.1FM in Sacramento, California at 2pm on Sundays.This show will help you successfully navigate to and through your retirement. Our Financial Compass process goes beyond traditional holistic financial planning; we care as much about you and your lifestyle as we do about your plan.  We aim to provide information to both pre and post retirees so you can make well informed decisions about your financial future. Learn more by visiting https://bulmanwealth.com or by calling 916-458-8199.

    Radio Show #11: Common Retirement Mistakes and Misunderstandings

    Radio Show #11: Common Retirement Mistakes and Misunderstandings

    Retirement planning is a journey filled with complex decisions and potential pitfalls. In this episode of Your Financial Compass, Chris and Scott take a deep dive into some of the most common mistakes and misunderstandings that they see folks make when it comes to planning their finances to and through retirement. Here’s some of what we discuss in this episode:How AI is changing business. Setting realistic expectations for your retirement. The average vs. the actual rate ...

    • 51 min
    Radio Show #10: What to Think About as You Prepare for Retirement (Part 2)

    Radio Show #10: What to Think About as You Prepare for Retirement (Part 2)

    As you approach retirement, the question of financial security becomes increasingly important. In this week’s show, we’ll continue our conversation about the essential strategies to ensure a secure and comfortable retirement. From understanding income sources and tax implications to coordinating with your spouse and managing lifestyle inflation, we’ll add to the list of items you need to think about before you walk away from work for good. Here’s some of what we discuss in this epi...

    • 51 min
    Radio Show #9: What to Think About as You Prepare for Retirement (Part 1)

    Radio Show #9: What to Think About as You Prepare for Retirement (Part 1)

    In this show, we’re going to give you a list of key areas and questions that need your attention before you retire because these things could cause issues financially if you haven’t addressed them. We’ll also address often-overlooked aspects of your retirement plan, providing valuable insights and actionable steps to help you prepare for a financially secure future.We have more than a dozen items on the list so we’ll break this show up into two parts beginning with today’s part one. &nbs...

    • 51 min
    Radio Show #8: 5 Key Elements of Financial Planning

    Radio Show #8: 5 Key Elements of Financial Planning

    Retirement planning can often feel like navigating a complex maze. With so many factors to consider, it's easy to feel overwhelmed. In this week’s show, we’ll try to simplify things by highlighting five key areas that make up a comprehensive financial plan. Here’s some of what we discuss in this episode:The importance of building a relationship with your financial planner.Why we feel the retirement income plan might be the most important aspect of planning. What we discuss when it ...

    • 51 min
    Radio Show #7: What Should You Do in a Market Downturn?

    Radio Show #7: What Should You Do in a Market Downturn?

    In this week’s show, we want to spend some time on an often daunting topic: market downturns. With over 20 years of experience in comprehensive financial planning, our team can offer invaluable advice on how to manage your investments and emotions during volatile times.Over the course of this episode, we’ll covers investment strategies, the role of financial advisors, and the significance of regular communication with clients. Market downturns are inevitable, and even the most seasoned invest...

    • 51 min
    Radio Show #6: Tax Planning Essentials

    Radio Show #6: Tax Planning Essentials

    Before another tax season approaches, we want you to be in the best position now and in retirement. That means tax planning needs to be a focus as a part of your overall financial plan. In this week’s show, we will provide essential tips and strategies for preparing and filing taxes, understanding tax brackets, and making the most of deductions. We’ll also discuss the benefits of Roth conversions, charitable giving, and how to work effectively with CPAs to optimize your financial health....

    • 51 min

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