Podcast
Your Financial Compass TV show provides relevant and timely information to both pre and post-retirees so they can make well-informed decisions for their financial future.
WATCH THE MOST RECENT EPISODES
Retirement Planning California: Your 5-Step Financial Plan & Path to Confidence
Are you feeling overwhelmed by the retirement planning process in California? Do you know what fee you’re paying your current advisor, or even how all your financial pieces fit together? You’re not alone! In this episode of Your Financial Compass, financial advisors Scott Vlahon and Shawn McElmoyl from Bulman Wealth Group peel back the curtain to reveal the five key areas of their comprehensive financial planning process and how it all begins with a simple conversation.
Retirement Tax Bomb Alert! Strategically Lowering Your Tax Bill in Retirement
For Californians nearing or in retirement, the biggest threat to your accumulated wealth might not be the market—it’s taxes. Many retirees are surprised to find that they are in a higher tax bracket than when they were working, often due to Required Minimum Distributions (RMDs) and inadequate tax planning. In this episode of Your Financial Compass, financial advisors Scott Vlahon and Shawn McElmoyl from Bulman Wealth Group tackle the confusing world of retirement taxation head-on. We explain why a reactive tax approach (seeing your CPA only at tax time) can cost you hundreds of thousands of dollars over your lifetime.
Retirement Planning California: Year-End Checkup for Financial Confidence & Tax Benefits
Are you a Californian nearing or in retirement, worried about scattered investments, rising costs, and potential tax headaches as the year ends? If your financial life feels cluttered, now is the perfect time for a strategic, year-end cleanup!
Solo Retirement vs. Financial Advisor: Why Guidance is CRITICAL for Retirement Success
Discover how a financial advisor can enhance your retirement success by navigating taxes, investments, and market challenges in this episode of Your Financial Compass.
Mind Over Money: The Psychology of Investing
Our relationship with money influences our financial choices, driven by emotions like fear, greed, and overconfidence, often leading to negative outcomes.
Retirement Income Planning: How to Create Your Own Paycheck
Are you concerned about how you’ll support yourself in retirement? You’re not alone. Many people fear running out of money more than anything else.
Planning with Heart & Strategy: The Estate Planning Guide for Every Californian
If you own a home or have loved ones in California, you need a solid plan — it’s not just for the wealthy or a simple will; it’s estate planning.
The Advisor Advantage: Why Working With a Financial Advisor Can Make You Wealthier
Are you a DIY investor wondering if a financial advisor is worth it? This episode covers the “Advisor Advantage” and why partnering with one can benefit investors.
Prepared Not Panicked: How to Navigate Market Uncertainty & Black Swan Events
In this episode of Your Financial Compass, Bulman Wealth Group explores a vital topic: how to stay prepared, not panicked, during market uncertainty.
3-Bucket Strategy: Your Simple Plan for a Confident Retirement
Worried about outliving your money in retirement? A simple three-bucket investing approach offers clarity, confidence, and long-term results.
Are You Looking at Taxes Wrong? Retirees’ Biggest Mistake Revealed!
Discover the difference between tax preparation and proactive tax planning, and learn why it’s crucial for your financial future. We delve into the potential impact of rising national debt on future tax rates and explore strategies to mitigate your tax burden.
