Radio Show #13: Taking Charge Of Your Retirement
As we approach retirement, the financial landscape can often seem daunting. From income planning to investment strategies, taxes, and healthcare, there are numerous factors to consider to ensure a comfortable and secure retirement. In this week’s show, Chris and Scott will discuss these critical topics, offering actionable insights and strategies to help you navigate your financial future with confidence.
The episode covers a variety of topics including the transition from accumulation to preservation of wealth, the significance of adjusting risk as you approach retirement, and the pros and cons of different types of annuities. If you’re approaching retirement or simply want to ensure that you’re on the right track, this episode should help give you a better chance to take charge of your finances.
Here’s some of what we discuss in this episode:
- Getting into the retirement planning mindset.
- When you should consider switching to a new advisor.
- The biggest retirement fears people face.
- Common retirement planning mistakes.
- Matching your risk preferences with your portfolio.
- What you should know about 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.