Ep 9: SECURE Act 2.0 – Retirement Changes You Need to Know
Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this could open up.
Ep 8: Pulling the Positives from a Negative Economy
It’s not news that the economy has been quite turbulent over the past year and there’s been plenty of negativity to sift through as an investor. We can’t ignore those negative elements but we want to turn that around today and focus on the positive side of the current market conditions.
Ep 7: What Exactly is a Trust?
Today we want to spend some time really delving into what a trust is and why someone would choose this over a will. To help us with this topic, we’ve invited Mike Bennett of MCB Estate Planning to the show. He’s one of our estate planning partners who has more than two decades of experience and understands the ins and outs of a well-constructed estate plan.
Ep 6: What to Know About Required Minimum Distributions (RMDs)
Since we get questions on RMDs quite a bit, let’s dive in a little deeper on what you need to know. What do these actually mean? Who does it apply to? How might it change in the coming years? We’ll answer those questions and more on this episode.
Ep 5: Annuities 101 – Everything You Need to Know
Since annuities are one of the more polarizing financial products out there, let’s take a step back and look at what annuities do and what options are out there. Then we’ll evaluate the pros and cons so you can start forming your own opinion.
Ep 4: Navigating a Potential Recession
Depending on who you talk to, we’re either quickly approaching a recession or we’re already in one. Either way, there’s been a significant pullback in the economy this year and we wanted to help ease your mind about what to expect during times like these.
Ep 3: Financial Acronyms & Concepts You Should Know
On this episode, we’re going to break down five different acronyms and concepts that you’ve probably heard of but might not completely understand.
Ep 2: What Exactly is a Financial Plan?
The idea of a financial plan is familiar to everyone but how well would you be able to define exactly what that means? For many people, the financial plan is just a group of investments and savings accounts that they’re using to build a nest egg. But the truth is a comprehensive financial plan goes well beyond that.
Ep 1: Getting to Know Scott Vlahon and Chris Bulman
For this first episode, we will be joined by Chris Bulman, Founder and Leading Advisor at Bulman Wealth Group. Chris shares about himself and his family, as well as the history of Bulman Wealth Group. You will also get to learn who I am, and what I will be sharing with you on “Your Financial Compass”.
