Your Financial Compass
with Scott Vlahon
Join Bulman Wealth Group Financial Advisor Scott Vlahon in Your Financial Compass for insights into the different facets of retirement planning. The Bulman Wealth Group Financial Compass Process goes beyond traditional holistic financial planning. We care as much about your lifestyle as we do about your financial plan, and we want to help you define what matters most, as well as inspire you to go out and do it. For more than a decade, Scott Vlahon has assisted his clients by providing comprehensive financial leadership, tune in to Your Financial Compass with Scott Vlahon for timely information that may affect your retirement now!
LISTEN TO THE MOST RECENT EPISODES
The future of Social Security is a concern on the minds of all Americans. People are constantly wondering whether the money will run out before it comes time to claim their benefits. While the worries are justified, there’s a good chance the government will make changes to the program to keep it funded for generations to come. We want to take time on this podcast to make sure you understand what the changes mean and how they could impact you and younger generations.
Here’s some of what you will learn in this episode:
- The facts about Social Security and what’s most important to know. (2:00)
- When will the Social Security funds run out? (6:04)
- One of the biggest changes we could see is the age for full retirement. (9:59)
- Tax increases being discussed. (11:27)
- What planning changes should you be making with all these questions surrounding Social Security? (14:40)
Read the CNBC article: https://www.cnbc.com/2023/03/04/social-security-reform-may-mean-changes-to-retirement-age- payroll-tax.html
WAYS TO CONNECT:
Do you need financial guidance? Go to https://bulmanwealth.com/scott-vlahon to connect.
If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com.
You can also reach the team by phone at (916) 458-8199.
And book a 30-minute discovery call with the team here: https://bit.ly/3yukJD0
SHOW NOTES & RESOURCES
Ep 13: Big Changes on the Table for Social Security
The future of Social Security is a concern on the minds of all Americans. People are constantly wondering whether money will run out before it comes time to claim their benefits. While the worries are justified, there’s a good chance the government will make changes to the program to keep it funded for generations to come.
Ep 12: Empty Nesters – Balancing Financial & Personal Goals
On episode 12 of Your Financial Compass, Scott has some great advice for empty nesters. You might think your budget’s about to open up when the kids move out, but a recent study shows that parents don’t always end up with more money in their pockets. Scott explains the challenges of lifestyle inflation and gives some tips on where to invest those extra dollars if you’re able to stay disciplined.
Ep 11: The Bucket Strategy – A Simple Approach with Powerful Results
On episode 11 of Your Financial Compass, Scott introduces us to a strategy that can help you achieve your financial goals in retirement – The Bucket Strategy. The Bucket Strategy is a simple yet powerful approach to organizing your investments and ensuring that you have a reliable stream of income in retirement. It consists of three “buckets” – Safety, Income, and Growth.
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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.
