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Radio Show #22: The Four Major Fears of Retirement

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Manage episode 442764180 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://player.fm/legal.

Retirement should be a time of relaxation and enjoyment, but for many, it brings a host of financial fears. In this week’s show, Scott and Shawn will walk through the four biggest fears people have in retirement by explaining what they are, what they mean, and how we can help address them.

Here’s some of what we discuss in this episode:

  • The fear of outliving your money in retirement.
  • Concerns with inflation and high interest rates and how they could impact your retirement.
  • What are black swan events in the stock market and how can we be prepared for them?
  • Demystifying the relationship between the stock market and daily life.
  • Why you should consider setting up a trust.

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 ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.

  continue reading

22 episodes

Artwork
iconShare
 
Manage episode 442764180 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://player.fm/legal.

Retirement should be a time of relaxation and enjoyment, but for many, it brings a host of financial fears. In this week’s show, Scott and Shawn will walk through the four biggest fears people have in retirement by explaining what they are, what they mean, and how we can help address them.

Here’s some of what we discuss in this episode:

  • The fear of outliving your money in retirement.
  • Concerns with inflation and high interest rates and how they could impact your retirement.
  • What are black swan events in the stock market and how can we be prepared for them?
  • Demystifying the relationship between the stock market and daily life.
  • Why you should consider setting up a trust.

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 ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.

  continue reading

22 episodes

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