There will always be things to worry about, and retirement risks are no exception. Whether it's the fear of outliving your savings, the unpredictability of rising taxes and inflation, or the anxiety over market volatility, there are absolutely some retirement risks worth discussing. The good news is, there are ways we can prepare and mitigate these concerns.
In today’s episode, Marcos guides us through how Bulman Wealth tackles these retirement worries during the planning process.
Here’s some of what we discuss in this episode:
- Strategies to help clients avoid outliving their money
- The role of financial advisors as educators
- The importance of planning with the end goal in mind
- Reducing worry about rising taxes and inflation
- Comprehensive financial planning to combat market volatility
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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