The Core Aspects for Any Financial & Retirement Plan
If you’ve ever felt lost in the maze of retirement planning, you’re not alone. The road to a secure financial future can be fraught with confusion and complex decisions. But fear not, this show will serve as your guide through the twists and turns of preparing for the next chapter of life.
In this episode, we’re going to provide a detailed look into the financial and retirement planning process we go through at Bulman Wealth. We’ll break down the core areas that every person needs to focus on, from income planning to investment planning to legacy planning and more. It’s not just about growing your assets; it’s about creating a sustainable plan that will carry you through retirement and beyond.
Here’s some of what we discuss in today’s show:
- Background on Bulman Wealth and the focus we place on financial and retirement planning.
- The importance of income planning.
- The legacy planning piece of the puzzle and how we approach that.
- The ongoing nature of retirement plans because life changes.
- Investment planning, risk tolerance, and how we design a portfolio with your goals in mind.
Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.