Your Financial Compass with Bulman Wealth Group
Bulman Wealth Group
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About This Podcast
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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Recent Episodes
Navigating Market Turbulence with Confidence
Market downturns are inevitable, but how you respond can make all the difference in protecting and growing your wealth. We’ve certainly seen some market turbulence since the start of the year, and…
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…
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…
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…
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…
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…
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,…
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…
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…
Your Unique Priorities Guide Your Retirement
Everyone’s retirement situation is going to look a little bit different, with varying asset levels, types, concerns, and goals. In today’s episode, we’ll highlight some key considerations to keep in…
What It's Like To Work With Bulman Wealth Group?
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…
Annuities 101
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…
The Three Pillars of Retirement Income
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,…
The 60/40 Portfolio: Does It Hold Up Today?
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…
DIY Retirement Plans: Are They Worth The Risk?
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…
Aim To Protect Your Retirement Against Inflation
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…
Important Age Milestones of Your Retirement Timeline
There are a handful of important age milestones that you should be aware of in the retirement planning process. While some of them are more well-known, others can easily fly under the radar. Stay…
Navigating Retirement for Generation X: Strategies to Weather Market Storms and Secure Your Financial Future
If you’re a Gen Xer, born between 1965 and 1980, you might be starting to think about your transition into retirement. Moving into this new phase not only means imagining how your daily life will…
Traditional Vs Roth Accounts: Which Is Right For You?
Welcome back to Your Financial Compass! In today’s episode, we’re diving into the key distinctions between Traditional and Roth IRAs and 401(k)s. If you've ever wondered about the differences, pros,…
Meet Marcos Lemus: From Tech Enthusiast To Financial Advisor
In today’s episode, we are excited to introduce you to a key member of the Bulman Wealth Group team- Marcos Lemus. Marcos has been with us for about 2 years now and has recently transitioned into a…
Frequently Asked Questions
Your Financial Compass with Bulman Wealth Group has published 41 episodes since October 2022, covering topics in Business, Business News.
Your Financial Compass with Bulman Wealth Group is currently dormant with new episodes monthly. Average episode length is 18m.
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