Client Login

Book a Discovery Call
Facebook-f Linkedin

PODCAST

Ep 3: Financial Acronyms & Concepts You Should Know

CONTACT US

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:

  1. RMD
  2. FRA
  3. ETF
  4. Compound Interest
  5. 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.

 

All 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.

Opinions expressed herein are solely those of Chris Bulman Inc. dba 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 as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Investment advisory services are offered through Chris Bulman Inc dba Bulman Wealth Group, an SEC Registered Investment Advisor. Insurance products and services are offered through Chris Bulman, Inc. dba BWG Insurance Agency and Ameritas Life Insurance Corp., CA State Insurance License # 0M46922. Being registered as an investment advisor does not imply a certain level of skill or training.

Bulman Wealth Group, BWG Insurance Agency and Ameritas Life Insurance Corp. are not affiliated with or endorsed by the Social Security Administration or any other government agency.

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.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

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.

SUBSCRIBE & FOLLOW ON YOUR FAVORITE APP

Apple PodcastsSpotifyGoogle PodcastsAmazon MusiciHeartRadioTuneInStitcher

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.

BOOK A CALL
THE FIVE PILLARS

SHARE THIS EPISODE WITH A FRIEND

Facebook
Twitter
LinkedIn
Email
Facebook

LISTEN TO PAST SHOWS

Meet Marcos Lemus: From Tech Enthusiast To Financial Advisor

In today’s episode, we are excited to introduce you to a key member of the Bulman Wealth Group team- Marcos Lemus. Marcos has been with us for about 2 years now and has recently transitioned into a new role as a service advisor. He joins us today to share more about his background, his journey into finance from the education and technology sector, and his passion for problem-solving and life-long learning.

Listen Now »

Can You Save Too Much For Retirement?

We spend a lot of time talking about how to save enough for retirement, but is there such a thing as saving too much? Some experts say that retirees will need 70-80% of their pre-retirement income to sustain a comfortable lifestyle, but recent studies show that many retirees are spending significantly less than these benchmarks.

Listen Now »

How to Avoid Large Tax Surprises

Certain moments in our financial lives can and will trigger tax events so we want to make sure you’re mindful of them, explain what they are, and share some ways to stay ahead of these tax surprises.

Listen Now »
Load More

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.

Ready To Take The Next Step

The Bulman Wealth Group team is passionate about helping individuals and families plan for retirement.
Schedule your 30 min call
Or give us a call at 916.458.8199

Featured in

Forbes-White-2
Fox-News-Full-White-01
NBC-News-White-01
CBS-News-White-01
ABC-News-White-01

Sign Up To Receive Our Complimentary eNewsletter