In this special episode of Your Financial Compass, we’re excited to introduce Taran Pannu, the newest financial advisor at Bulman Wealth Group. Marcos sits down with Taran to learn more about his background, how he got into the financial industry, and why he decided to join the team at Bulman Wealth.
Taran also shares some of the common financial challenges many pre-retirees and retirees face. He explains these struggles with a simple yet powerful analogy that helps listeners understand how to organize their financial "garage" for a more secure future. Plus, get to know Taran a bit more as he talks about his love for travel, sports, and his upcoming adventures in Greece!
Here’s some of what we discuss in this episode:
- Taran’s background, family life, and recent move to California
- Taran’s transition to Bulman Wealth Group
- What brought Taran to the financial services industry
- The most common issue that Taran sees retirees and pre-retirees struggling with
- Taran’s personal interests and future plans
Learn more about Taran here:
https://bulmanwealth.com/team-member/taran-pannu/
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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