Your Financial Compass with Bulman Wealth Group

Bulman Wealth Group
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Your Financial Compass with Bulman Wealth Group

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.

  1. 19 FEB

    Meet Taran Pannu: The Newest Advisor at Bulman Wealth Group

    In this special episode of Your Financial Compass, we’re excited to introduce Taran Pannu, the newest financial advisor at Bulman Wealth Group. Marcos sits down with Taran to learn more about his background, how he got into the financial industry, and why he decided to join the team at Bulman Wealth. Taran also shares some of the common financial challenges many pre-retirees and retirees face. He explains these struggles with a simple yet powerful analogy that helps listeners understand how t...

    11 min

  2. 10 ENE

    Do You Have A Solid Income Plan For Your Retirement?

    During ​our ​working ​years, ​we ​get ​used ​to ​that ​predictable ​paycheck ​every ​couple ​of ​weeks ​or ​months. ​​But ​when ​retirement ​comes, ​we ​face ​a ​whole ​new ​set ​of ​challenges. ​How ​do ​you ​take ​a ​lump ​sum ​of ​savings ​and ​turn ​it ​into ​consistent, ​sustainable ​income? ​In ​today's ​episode, ​we'll ​break ​down ​the ​toughest ​hurdles ​that ​retirees ​face ​and ​discuss ​some ​practical ​solutions ​to ​make ​your ​money ​work ​for ​you ​for ​the ​long ​haul. Here’...

    14 min

  3. 19/12/2024

    Social Security Benefits: When Should You Start?

    Today, we're tackling a question that many people have: when should you start Social Security? There’s so much advice out there, and it can be overwhelming trying to figure out the best time to file for your benefits. So, if you’ve ever wondered when you should start, you’re in the right place. Join us as we cover some important factors to consider when deciding when to file, whether you’re married, widowed, or single. Here’s some of what we discuss in this episode: What filing at di...

    19 min

  4. 02/12/2024

    Cleaning Out Your Financial Garage

    Many of us can relate to the frustration of a messy garage. Despite our best efforts to keep it tidy, it doesn’t take long before the space fills with tools, holiday decorations, and things we don’t even remember storing. Our finances are no different. Over time, we accumulate 401(k)s from previous jobs, old IRAs, deferred compensation plans, and insurance policies- creating our own “financial garage” of clutter. So, how can we make sense of it all? In today’s episode, we’ll explore practical...

    16 min

  5. 01/11/2024

    The Top 3 Retirement Concerns

    There will always be things to worry about, and retirement risks are no exception. Whether it's the fear of outliving your savings, the unpredictability of rising taxes and inflation, or the anxiety over market volatility, there are absolutely some retirement risks worth discussing. The good news is, there are ways we can prepare and mitigate these concerns. In today’s episode, Marcos guides us through how Bulman Wealth tackles these retirement worries during the planning process. ...

    2 min

  6. 10/10/2024

    The Three Phases of Retirement

    When it comes to retirement, most of us think of it in two clear phases: pre-retirement and retirement itself. But what if we told you that it’s more nuanced than that? With people living longer, retirement can now span 30 years or more. That’s why it's essential to consider not just how you'll spend those years, but also the expenses that will come with them. Join us as we break down the three phases of retirement in today’s show: the Go-Go Years, the Slow-Go Years, and the No-Go Years...

    19 min

  7. 30/08/2024

    Women and Wealth: Financial Planning For Female Investors

    They say men are from Mars and women are from Venus. Are their financial and investment needs just as different? In today’s episode, we’ll dig into some of the nuances that female investors face today as opposed to their male counterparts. Here’s some of what we discuss in this episode: Women’s tendency toward risk aversion, investing performance, and role in financial decision-making Planning for a longer life, long-term care, and career pauses The importance of financial ed...

    14 min

  8. 01/08/2024

    Refinancing Your Retirement

    As consumers, we're always on the lookout for ways to make our money go further. When interest rates decrease, our purchasing power increases. But what happens when interest rates go up? According to Marcos, this can actually be beneficial for your retirement savings, especially if you know how to navigate the current financial landscape. Tune in to discover how refinancing parts of your retirement plan could potentially enhance your returns. It might sound like an unusual concept, but ...

    13 min
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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.

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