31 episodes

Welcome to Your Financial Compass Podcast, presented by Bulman Wealth Group, a show dedicated to helping 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. Your hosts are Bulman Wealth Group financial advisors who, for more than two decades, have provided financial leadership for those they serve. These shows are designed 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 with Bulman Wealth Group Bulman Wealth Group

    • Business
    • 5.0 • 4 Ratings

Welcome to Your Financial Compass Podcast, presented by Bulman Wealth Group, a show dedicated to helping 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. Your hosts are Bulman Wealth Group financial advisors who, for more than two decades, have provided financial leadership for those they serve. These shows are designed 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.

    What It's Like To Work With Bulman Wealth Group?

    What It's Like To Work With Bulman Wealth Group?

    Send us a Text Message.Do you feel overwhelmed with financial planning and feel there are too many things to tackle? Are you not exactly sure where to get started? Today we will cover our process here at Bulman Wealth Group, guiding you through what it feels like to become a client with us. Here’s some of what we discuss in this episode:The discovery meeting: Getting to know your goals, dreams, and concernsRisk assessment and document collection after the first meetingIdentifying areas o...

    • 17 min
    Annuities 101

    Annuities 101

    Send us a Text Message.Are annuities the right investment for your retirement? In today’s episode, we’re diving into the world of annuities to help you understand what they are, how they work, and whether they might be a good fit for your retirement strategy. Whether you're new to the concept or looking to deepen your understanding, this conversation should give you some important items to think about. Here’s some of what we discuss in this episode:What is an annuity and how do the...

    • 12 min
    The Three Pillars of Retirement Income

    The Three Pillars of Retirement Income

    Send us a Text Message.Retirement is a milestone many of us eagerly anticipate, but it also marks a significant change in how we manage our finances. Instead of a regular paycheck, we'll rely on various income streams. So, what income streams will you have in retirement? And how can you plan for this stage before you retire? In today's episode, we'll cover all of that and more. Here’s some of what we discuss in this episode:Strategizing your retirement accounts and Social Security togetherThe...

    • 18 min
    The 60/40 Portfolio: Does It Hold Up Today?

    The 60/40 Portfolio: Does It Hold Up Today?

    Send us a Text Message.The 60/40 strategy, which involves investing 60% in stocks and 40% in bonds, has long been a go-to for risk-averse investors. But does this approach still hold its ground in today’s fast-paced market? Stay tuned as we explore the past, present, and future of this investment strategy and determine whether it’s still a cornerstone of wealth management or if it’s time to adapt to new realities. Here’s some of what we discuss in this episode:What is the 60...

    • 12 min
    DIY Retirement Plans: Are They Worth The Risk?

    DIY Retirement Plans: Are They Worth The Risk?

    Send us a Text Message.With the abundance of online advice and self-directed retirement accounts gaining popularity, many are left wondering if going solo is the right move for them. In times of economic stability, it's easy to overlook potential risks and losses, especially when every investment seems like a winner. However, as markets fluctuate and retirement regulations evolve, the DIY approach could come with more risks than expected.Here’s some of what we discuss in this episode:Can you ...

    • 15 min
    Aim To Protect Your Retirement Against Inflation

    Aim To Protect Your Retirement Against Inflation

    Send us a Text Message.Unfortunately, we’re still seeing the impact of record-high inflation in today’s market. As interest rates may not decline as rapidly as anticipated, retirees face the additional challenge of market volatility impacting withdrawals from IRAs, 401(k)s, Roth IRAs, and other brokerage accounts. So, what are some ways to combat this?Join us as we share some practical tips for aiming to protect your retirement against inflation. Here’s some of what we discuss in this ep...

    • 13 min

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