The Core Aspects for Any Financial & Retirement Plan

Your Financial Compass Radio Show with Bulman Wealth Group

Send us a Text Message.

If you've ever felt lost in the maze of retirement planning, you're not alone. The road to a secure financial future can be fraught with confusion and complex decisions. But fear not, this show will serve as your guide through the twists and turns of preparing for the next chapter of life.

In this episode, we’re going to provide a detailed look into the financial and retirement planning process we go through at Bulman Wealth. We’ll break down the core areas that every person needs to focus on, from income planning to investment planning to legacy planning and more. It's not just about growing your assets; it's about creating a sustainable plan that will carry you through retirement and beyond.

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

• Background on Bulman Wealth and the focus we place on financial and retirement planning.
• The importance of income planning.
• The legacy planning piece of the puzzle and how we approach that.
• The ongoing nature of retirement plans because life changes.
• Investment planning, risk tolerance, and how we design a portfolio with your goals in mind.

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 [e-mail]. You can also reach the team by phone at [phone].