Retirement is not a one-size-fits-all experience. It evolves through different phases, each with its own set of challenges and opportunities. In this week’s show, Scott and Shawn discuss the three distinct phases of retirement: go-go, slow-go, and no-go. Find out why each phase matters for planning and how to manage your finances as you move through retirement.
Here’s some of what we discuss in this episode:
- Planning for longevity in your retirement.
- The five key areas of retirement planning.
- How your relationship with risk in your portfolio changes as you approach retirement.
- When should you consider Roth conversions?
- How your financial needs can change as you move through the three different phases of retirement.
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.
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