When markets swing wildly, many retirees are left wondering: Is my portfolio built for this? In this week’s show, Chris and Shawn break down the four essential questions retirees should be asking about their investment allocation. With humor (and plenty of coffee), they unpack why a long-held investment strategy might need adjusting as you age. When you're no longer saving, but withdrawing, the game changes, and your strategy should too.
Here’s some of what we discuss in this episode:
📊 Should your investment mix change with age?
🧠 Managing emotion in volatile markets
🛡️ Buffer funds: Limiting losses without losing sleep
💸 How market dips create smart tax opportunities
🔢 The “three numbers” that could change your whole retirement plan
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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