Your Financial Compass Radio Show with Bulman Wealth Group

Your Financial Compass Radio Show with Bulman Wealth Group

This is the radio version of Your Financial Compass, presented by Bulman Wealth Group. This is the sister show to the regular bi-weekly Your Financial Compass podcast. This show will allow you to learn about a variety of topics in one sitting and help you catch up on anything you missed on the weekly radio show that airs on News Radio KFBK 93.1FM in Sacramento, California at 2pm on Sundays. This show will help 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. We aim 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.

Episodes

July 15, 2024 51 mins

Retirement planning is a journey filled with complex decisions and potential pitfalls. In this episode of Your Financial Compass, Chris and Scott take a deep dive into some of the most common mistakes and misunderstandings that they see folks make when it comes to planning their finances to and through retirement. 

 

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

  • How AI is changing business. 
  • Setting realistic expectations for you...
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As you approach retirement, the question of financial security becomes increasingly important. In this week’s show, we’ll continue our conversation about the essential strategies to ensure a secure and comfortable retirement. From understanding income sources and tax implications to coordinating with your spouse and managing lifestyle inflation, we’ll add to the list of items you need to think about before you walk away from work f...

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In this show, we’re going to give you a list of key areas and questions that need your attention before you retire because these things could cause issues financially if you haven’t addressed them. We’ll also address often-overlooked aspects of your retirement plan, providing valuable insights and actionable steps to help you prepare for a financially secure future.

We have more than a dozen items on the list so we’ll break this sho...

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Retirement planning can often feel like navigating a complex maze. With so many factors to consider, it's easy to feel overwhelmed. In this week’s show, we’ll try to simplify things by highlighting five key areas that make up a comprehensive financial plan.  

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

  • The importance of building a relationship with your financial planner.
  • Why we feel the retirement income plan m...
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In this week’s show, we want to spend some time on an often daunting topic: market downturns. With over 20 years of experience in comprehensive financial planning, our team can offer invaluable advice on how to manage your investments and emotions during volatile times.

Over the course of this episode, we’ll covers investment strategies, the role of financial advisors, and the significance of regular communication with clients. Mark...

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Before another tax season approaches, we want you to be in the best position now and in retirement. That means tax planning needs to be a focus as a part of your overall financial plan. 

In this week’s show, we will provide essential tips and strategies for preparing and filing taxes, understanding tax brackets, and making the most of deductions. We’ll also discuss the benefits of Roth conversions, charitable giving, and how to work...

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Coming up on this week’s show, we turn our focus to some key retirement discussions we have with clients when we’re helping them build a plan. Join us as we break down the three types of retirement you might have, the most common pitfalls people fall into in retirement, and the truth about annuities. 

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

  • Defining what it means to be underfunded, overfunded, or constrained. 
  • Th...
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Many of the questions we get from clients deal with the stock market and the economy. There’s plenty of uncertainty around inflation and interest rates so let’s do our best to give you the reality of what’s happening this year. This show dives into the intricacies of the stock market, the role of the Federal Reserve, and the potential impacts of commercial real estate on the economy.

Here’s some of what we discuss in this ...

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Planning for retirement can feel like navigating through a maze of uncertainty, but with the right guidance, you can find your way to a secure and fulfilling future. This episode of the show will focus on some key areas with proper insight from our Bulman Wealth team. 

Discover the intricacies of Social Security, the nuances of safe investing, and the importance of a comprehensive financial plan tailored to the modern retiree. Wheth...

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May 13, 2024 51 mins

When it comes to retirement planning, timing is everything. Each milestone birthday can have significant implications for your financial future. Today we’ll lay out the importance of planning around key ages. 

Each of these milestone birthdays could require extra attention. For example, turning 50 opens the door to catch-up contributions, allowing you to boost your retirement savings. As you enter your sixties, decisions about Socia...

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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 Weal...

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