Retiring without a pension? You’re not alone, and you’re not without options. In this week’s show, Scott and Shawn break down how to build reliable, sustainable income in retirement when pensions aren’t part of the equation.
Here’s some of what we discuss in this episode:
📉 Why retiring without a pension is the new norm — and what to do about it
📊 The three income buckets every retiree needs to consider
📆 Social Security timing strategies and how they impact your plan
🧾 How to minimize taxes through smart withdrawal sequencing
🔥 What inflation means for your retirement income over 30+ years
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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