Radio Show #5: The 3 Types of Retirement, Pitfalls to Avoid, & Annuities
Coming up on this week’s show, we turn our focus to some key retirement discussions we have with clients when we’re helping them build a plan. Join us as we break down the three types of retirement you might have, the most common pitfalls people fall into in retirement, and the truth about annuities.
It’s an interesting concept to think about these three types of retirement. Do you know which type you are currently headed towards? Are you underfunded, over funded, or constrained? We’ll explain each of those and tell you how to find the right balance. Then we’ll tackle the common pitfalls that can capsize your retirement plans. From investing without balance to following the wrong advice, we’ll cover it all. The show closes out with a segment on annuities and a guide on how they’re best used within a retirement plan.
Listen to the episode now and take the first step towards a retirement plan that’s as unique as you are. After all, the best time to start planning is yesterday; the second-best time is today.
Here’s some of what we discuss in this episode:
- Defining what it means to be underfunded, overfunded, or constrained.
- The tax issues that get created when you become overfunded.
- Some of the pitfalls of retirement planning.
- The area where people need help and education the most.
- The good, bad and ugly of annuities.
Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.
