PODCAST

Ep 3: Financial Acronyms & Concepts You Should Know

The financial world is filled with buzzwords and acronyms that can confuse even experienced investors. It’s challenging to know what you should be paying attention to and how it impacts your retirement.

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. Here’s what we’ll cover today:

RMD
FRA
ETF
Compound Interest
60/40 portfolio

The most important thing about any decision you make in financial planning is that you completely understand it, and that’s what we’re hoping this show will help you do.

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

What is an RMD and why does it matter to you? (2:51)
How the SECURE Act 2.0 could change RMDs. (7:53)
How FRA affects your Social Security. (10:54)
Investing in ETFs compared to mutual funds. (12:33)
What is a 60/40 portfolio? (19:42)

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.

Any statements or opinions expressed should in no way be construed or interpreted as a solicitation to sell, or offer to sell, advisory services to any residents of any State other than the States where otherwise legally permitted. Advisory services are offered through Chris Bulman Inc. dba Bulman Wealth Group and Brookstone Wealth Advisors (BWA), Registered Investment Advisors. Insurance products and services are offered and sold through Chris Bulman Inc. dba BWG Insurance Agency.

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The Bulman Wealth Group team is passionate about helping individuals and families plan for retirement.

Or give us a call at 916.458.8199

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