Since we get questions on RMDs quite a bit, let’s dive in a little deeper on what you need to know. What do these actually mean? Who does it apply to? How might it change in the coming years? We’ll answer those questions and more on this episode.
Since annuities are one of the more polarizing financial products out there, let’s take a step back and look at what annuities do and what options are out there. Then we’ll evaluate the pros and cons so you can start forming your own opinion.
Depending on who you talk to, we’re either quickly approaching a recession or we’re already in one. Either way, there’s been a significant pullback in the economy this year and we wanted to help ease your mind about what to expect during times like these.
On this episode, we’re going to break down five different acronyms and concepts that you’ve probably heard of but might not completely understand.
The idea of a financial plan is familiar to everyone but how well would you be able to define exactly what that means? For many people, the financial plan is just a group of investments and savings accounts that they’re using to build a nest egg. But the truth is a comprehensive financial plan goes well beyond that.
For this first episode, we will be joined by Chris Bulman, Founder and Leading Advisor at Bulman Wealth Group. Chris shares about himself and his family, as well as the history of Bulman Wealth Group. You will also get to learn who I am, and what I will be sharing with you on “Your Financial Compass”.