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Your Unique Priorities Guide Your Retirement
Manage episode 429496076 series 3402937
Το περιεχόμενο παρέχεται από το Bulman Wealth Group. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Bulman Wealth Group ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Everyone’s retirement situation is going to look a little bit different, with varying asset levels, types, concerns, and goals. In today’s episode, we’ll highlight some key considerations to keep in mind as you plan for your unique retirement. We hope this conversation shows that retirement planning isn't as simple as giving yourself a big paycheck- it’s about effectively using your resources to achieve the life you want!
Here’s some of what we discuss in this episode:
- Prioritizing and planning for risks in retirement
- Aligning your retirement goals with your financial plan
- Utilizing health and long-term care insurance to protect against unexpected expenses
- Exploring protected income options like mutual funds, ETFs, and annuities to safeguard against inflation and provide stable income
- The top risks that most retirees worry about when it comes to retirement
Check out our upcoming events and seminars
https://bulmanwealth.com/general-events/
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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