PODCAST

Ep 10: Can Buffer Funds Help During Market Turbulence?

Last year was a very turbulent year in the stock market and many people will look back on 2022 without many good things to say, but some positives emerged out of the turbulence. Today we’ll share one of those for us and that was our exposure to Innovator Funds.

Bennett Feyerer, External Sales Consultant with Innovator, joins us today to talk about these Defined Outcome ETFs or ‘buffer funds’ as we call them. We’ve been utilizing them quite a bit since the market turbulence started and wanted to tell you about them on this podcast.

If you’ve been curious at all about how these buffer funds work and whether they might be worth considering, join us for this conversation with Bennett.

Here is some of what you will learn in this episode:

Background on Bennett and Innovator. (1:40)
How these buffer funds work. (4:01)
How the downside buffer stays the same but the cap changes. (7:29)
What Innovator does to stay competitive in this space and provide for its investors. (12:12)
The bond alternative product they offer that works on a shorter time frame. (14:38)
How might these funds change in the coming years as economic conditions change? (16:01)

If you have any questions about what we discussed or anything else in your financial plan, email us at office@bulmanwealth.com

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HOW TO CONNECT WITH BULMAN WEALTH GROUP

At Bulman Wealth Group, we believe everyone should live the retirement that they’ve always wanted. To do that, we feel you need to look beyond savings and investment. We believe—that’s what you’ve been taught to look after—but we think there are actually five pillars of retirement planning that need your consideration including investment, income, taxes, health care planning and legacy planning.

Use the buttons below to learn more about our services and the five pillars of retirement planning. You can also book a 30-minute discovery call with the team below, or by calling (916) 458-8199 with your questions.

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The following content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Opinions expressed are solely those of Bulman Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed accuracy and completeness, and does not purport to be a complete analysis of the materials discussed.

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