Radio Show #15: Common Financial Pitfalls in Planning
There are a lot of things out there that can trip you up as you try and plot out your financial future. Even the most diligent planners make missteps but the more you know, the better you can prepare. In this week’s show, Chris and Scott talk about some common financial pitfalls they see, which include hidden fees, tax planning, investing risk, and more.
We’ll also tell you what to look for when you’re trying to find a financial advisor to work with. All in all, this episode tackles some key aspects of planning, and the duo will share invaluable insights that we believe anyone can benefit from.
Here’s some of what we discuss in this episode:
- The difference between a Roth IRA and a traditional IRA.
- Why you can’t assume your taxes are going to be lower in retirement.
- How to find the right advisor and why a fiduciary matters.
- Understanding what fees might exist in your annuity.
- Why your investing risk needs to change as you approach retirement.
Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.
