Your Financial Compass

with Scott Vlahon

Your Financial Compass provides relevant and timely information to both pre and post retirees so they can make well informed decisions for their financial future.

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

SHOW NOTES & RESOURCES

Social Security changes

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.

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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.

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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.