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
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.
Here are some key takeaways from this episode:
- Marcos shares his journey from a tech-savvy background in education to becoming a licensed financial advisor
- Marcos's genuine interest in finance stems from his passion for problem-solving. He enjoys tackling financial challenges and helping clients find solutions that align with their goals.
- As a younger advisor, Marcos emphasizes the importance of staying informed about changing financial trends and technologies.
- Marcos's calm and genuine communication style allows him to connect with clients on a personal level, making them feel comfortable and understood.
- Outside of finance, Marcos is an avid Sacramento Kings fan. He shares his lifelong passion for the team and even plans annual trips to watch their games in different cities.
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
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.
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.
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.
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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.
