พอดคาสท์ Bulman Wealth Group ชั้นนำ (2024)

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Radio Show #7: What Should You Do in a Market Downturn? 51:40

1d ago51:40

51:40

Send us a Text Message. In this week’s show, we want to spend some time on an often daunting topic: market downturns. With over 20 years of experience in comprehensive financial planning, our team can offer invaluable advice on how to manage your investments and emotions during volatile times. Over the course of this episode, we’ll covers investmen…

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Radio Show #6: Tax Planning Essentials 51:40

8d ago51:40

51:40

Send us a Text Message. Before another tax season approaches, we want you to be in the best position now and in retirement. That means tax planning needs to be a focus as a part of your overall financial plan. In this week’s show, we will provide essential tips and strategies for preparing and filing taxes, understanding tax brackets, and making th…

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Radio Show #5: The 3 Types of Retirement, Pitfalls to Avoid, & Annuities 51:40

15d ago51:40

51:40

Send us a Text Message. 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. Here’s some of what we d…

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Radio Show #4: The Reality of the Economy & Stock Market 51:40

22d ago51:40

51:40

Send us a Text Message. Many of the questions we get from clients deal with the stock market and the economy. There’s plenty of uncertainty around inflation and interest rates so let’s do our best to give you the reality of what’s happening this year. This show dives into the intricacies of the stock market, the role of the Federal Reserve, and the…

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Radio Show #3: Social Security in 2024, Inflation, & Today’s Planning Challenges 51:40

29d ago51:40

51:40

Send us a Text Message. Planning for retirement can feel like navigating through a maze of uncertainty, but with the right guidance, you can find your way to a secure and fulfilling future. This episode of the show will focus on some key areas with proper insight from our Bulman Wealth team. Discover the intricacies of Social Security, the nuances …

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Annuities 101 12:58

1M ago12:58

12:58

Send us a Text Message. Are annuities the right investment for your retirement? In today’s episode, we’re diving into the world of annuities to help you understand what they are, how they work, and whether they might be a good fit for your retirement strategy. Whether you're new to the concept or looking to deepen your understanding, this conversat…

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The Key Ages in Retirement Planning 51:40

1M ago51:40

51:40

Send us a Text Message. When it comes to retirement planning, timing is everything. Each milestone birthday can have significant implications for your financial future. Today we’ll lay out the importance of planning around key ages. Each of these milestone birthdays could require extra attention. For example, turning 50 opens the door to catch-up c…

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The Core Aspects for Any Financial & Retirement Plan 51:40

1M ago51:40

51:40

Send us a Text Message. 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 pro…

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The Three Pillars of Retirement Income 18:42

2M ago18:42

18:42

Send us a Text Message. Retirement is a milestone many of us eagerly anticipate, but it also marks a significant change in how we manage our finances. Instead of a regular paycheck, we'll rely on various income streams. So, what income streams will you have in retirement? And how can you plan for this stage before you retire? In today's episode, we…

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The 60/40 Portfolio: Does It Hold Up Today? 12:26

2M ago12:26

12:26

Send us a Text Message. The 60/40 strategy, which involves investing 60% in stocks and 40% in bonds, has long been a go-to for risk-averse investors. But does this approach still hold its ground in today’s fast-paced market? Stay tuned as we explore the past, present, and future of this investment strategy and determine whether it’s still a corners…

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DIY Retirement Plans: Are They Worth The Risk? 15:31

3M ago15:31

15:31

Send us a Text Message. With the abundance of online advice and self-directed retirement accounts gaining popularity, many are left wondering if going solo is the right move for them. In times of economic stability, it's easy to overlook potential risks and losses, especially when every investment seems like a winner. However, as markets fluctuate …

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Aim To Protect Your Retirement Against Inflation 13:29

3M ago13:29

13:29

Send us a Text Message. Unfortunately, we’re still seeing the impact of record-high inflation in today’s market. As interest rates may not decline as rapidly as anticipated, retirees face the additional challenge of market volatility impacting withdrawals from IRAs, 401(k)s, Roth IRAs, and other brokerage accounts. So, what are some ways to combat …

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Important Age Milestones of Your Retirement Timeline 17:26

4M ago17:26

17:26

Send us a Text Message. There are a handful of important age milestones that you should be aware of in the retirement planning process. While some of them are more well-known, others can easily fly under the radar. Stay tuned as we cover the important birthdays you need to pay attention to from catch-up contributions at age 50 to taking RMDs at age…

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Navigating Retirement for Generation X: Strategies to Weather Market Storms and Secure Your Financial Future 21:31

5M ago21:31

21:31

Send us a Text Message. If you’re a Gen Xer, born between 1965 and 1980, you might be starting to think about your transition into retirement. Moving into this new phase not only means imagining how your daily life will change but also having a clear understanding of your finances. Join us as we share some important things to consider as you approa…

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Traditional Vs Roth Accounts: Which Is Right For You? 20:18

8M ago20:18

20:18

Send us a Text Message. Welcome back to Your Financial Compass! In today’s episode, we’re diving into the key distinctions between Traditional and Roth IRAs and 401(k)s. If you've ever wondered about the differences, pros, and cons, this episode is your guide to understanding these essential financial instruments. Here’s some of what we discuss in …

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Meet Marcos Lemus: From Tech Enthusiast To Financial Advisor 15:36

9M ago15:36

15:36

Send us a Text Message. In today’s episode, we are excited to introduce you to a key member of the Bulman Wealth Group team- Marcos Lemus. Marcos has been with us for about 2 years now and has recently transitioned into a new role as a service advisor. He joins us today to share more about his background, his journey into finance from the education…

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Can You Save Too Much For Retirement? 19:59

10M ago19:59

19:59

Send us a Text Message. We spend a lot of time talking about how to save enough for retirement, but is there such a thing as saving too much? Some experts say that retirees will need 70-80% of their pre-retirement income to sustain a comfortable lifestyle, but recent studies show that many retirees are spending significantly less than these benchma…

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How to Avoid Large Tax Surprises 21:30

11M ago21:30

21:30

Send us a Text Message. While no one really enjoys paying taxes, we all know it’s a given, and we expect it every year. What makes it worse is getting hit with a tax bill that you never expected. Certain moments in our financial lives can and will trigger tax events so we want to make sure you’re mindful of them, explain what they are, and share so…

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Myths Of The Retirement Number 19:16

11M ago19:16

19:16

Send us a Text Message. If you've ever felt overwhelmed or intimidated by the idea of a fixed retirement number, advertised by some financial institutions, you're not alone. In this episode, Scott debunks the retirement number myth, explaining that your retirement number is not just a single, daunting figure, but instead a combination of different …

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Generation X Retirement Planning: Maximizing 401ks, IRAs, and Securing Your Financial Future 18:33

1y ago18:33

18:33

Send us a Text Message. xx WAYS TO CONNECT: Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team. If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bul…

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Ep 17: Wealth Preservation vs. Income Generation in Retirement + How Much Cash Should I Have? 20:22

1y ago20:22

20:22

Send us a Text Message. As we approach retirement, it's crucial to shift focus from accumulating wealth to preserving it and creating a sustainable income. Determining the monthly income needed to cover your expenses and controlling your withdrawals is essential, but more complicated than it might sound. In this episode, Scott will break down the c…

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Ep 16: Social Security Benefits for Spouses – What to Know 17:06

1y ago17:06

17:06

Send us a Text Message. One question that comes up a lot from our clients that are in their 60s and starting to ponder Social Security is what benefits are available to spouses? Today we’ll break it all down for you and explain everything you need to know about spousal benefits. You might be able to claim a benefit of up to 50% without cutting into…

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Ep 15: Will the U.S. Dollar Go Digital? 16:03

1y ago16:03

16:03

Send us a Text Message. Buckle up, because today we’re diving into the recent buzz around digital currency in the United States. As you might’ve heard, the Federal Reserve recently announced its openness to experimenting with the development and implementation of a digital U.S. dollar. While this possibility may seem daunting, there's no need to pa…

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Ep 14: Understanding The Silicon Valley Bank Collapse and FDIC Insurance 23:39

1y ago23:39

23:39

Send us a Text Message. Following the collapse of Silicon Valley bank, you have probably heard a lot of talk about America’s banking situation in the last few weeks. Today, we are here to unpack what happened with the Silicon Valley Bank collapse and whether we should be concerned about other banks as well. We will also take a deeper look at bankin…

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Ep 13: Big Changes on the Table for Social Security 19:42

1+ y ago19:42

19:42

Send us a Text Message. The future of Social Security is a concern on the minds of all Americans. People are constantly wondering whether the money will run out before it comes time to claim their benefits. While the worries are justified, there’s a good chance the government will make changes to the program to keep it funded for generations to com…

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Ep 12: Empty Nesters – Balancing Financial & Personal Goals 21:19

1+ y ago21:19

21:19

Send us a Text Message. On episode 12 of Your Financial Compass, Scott has some great advice for empty nesters. You might think your budget's about to open up when the kids move out, but a recent study shows that parents don't always end up with more money in their pockets. Scott explains the challenges of lifestyle inflation and gives some tips on…

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Ep 11: The Bucket Strategy – A Simple Approach with Powerful Results 16:29

1+ y ago16:29

16:29

Send us a Text Message. On episode 11 of Your Financial Compass, Scott introduces us to a strategy that can help you achieve your financial goals in retirement - The Bucket Strategy. The Bucket Strategy is a simple yet powerful approach to organizing your investments and ensuring that you have a reliable stream of income in retirement. It consists …

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Ep 10: Can Buffer Funds Help During Market Turbulence? 16:00

1+ y ago16:00

16:00

Send us a Text Message. Last year was a very turbulent year in the stock market and many people will look back on 2022 without many good things to say, but some positives emerged out of the turbulence. Today we’ll share one of those for us and that was our exposure to Innovator Funds. Bennett Feyerer, External Sales Consultant with Innovator, joins…

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Ep 9: SECURE Act 2.0 – Retirement Changes You Need to Know 16:45

1+ y ago16:45

16:45

Send us a Text Message. Scott will provide an overview for you in this episode by walking through some of the finer points of the SECURE Act 2.0. Plus, we’ll also spend a few minutes talking about the inflation adjustments to retirement plans that are coming and how much more you’ll be able to contribute. Here is some of what you will learn in this…

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Ep 8: Pulling the Positives from a Negative Economy 28:07

1+ y ago28:07

28:07

Send us a Text Message. It’s not news that the economy has been quite turbulent over the past year and there’s been plenty of negativity to sift through as an investor. We can’t ignore those negative elements but we want to turn that around today and focus on the positive side of the current market conditions. We’ll do that on this episode by break…

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Ep 7: What Exactly is a Trust? 27:34

1+ y ago27:34

27:34

Send us a Text Message. Today we want to spend some time really delving into what a trust is and why someone would choose this over a will. To help us with this topic, we’ve invited Mike Bennett of MCB Estate Planning to the show. He’s one of our estate planning partners who has more than two decades of experience and understands the ins and outs o…

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Ep 6: What to Know About Required Minimum Distributions (RMDs) 17:46

1+ y ago17:46

17:46

Send us a Text Message. As the end of the year approaches, people start taking a closer look at those tasks that need to be finished before the calendar changes. One that always comes up around this time is Required Minimum Distributions (RMDs). Since we get questions on RMDs quite a bit, let’s dive in a little deeper on what you need to know. What…

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Ep 5: Annuities 101 - Everything You Need to Know 31:43

1+ y ago31:43

31:43

Send us a Text Message. 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. Here is some of what you will learn in this episode: · The different types of annui…

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Ep 4: Navigating a Potential Recession 27:42

1+ y ago27:42

27:42

Send us a Text Message. Today we want to approach the conversation of navigating a recession from a few specific angles. First, how did we get here and what’s causing it? Then we’ll look at some of the past recessions and see what we can learn from that experience. And finally, what are some of the practical things we can do to reduce our risk duri…

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Ep 3: Financial Acronyms & Concepts You Should Know 25:37

1+ y ago25:37

25:37

Send us a Text Message. 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. Here’s what we’ll cover today: RMD FRA ETF Compound Interest 60/40 portfolio The most important thing about any decision you make in financial planning is that you completely unde…

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Ep 2: What Exactly is a Financial Plan? 27:42

1+ y ago27:42

27:42

Send us a Text Message. On this episode, we want to help you better understand the idea of planning by discussing what is and what isn’t a financial plan? We’ll also take you deeper into our process by highlighting the five worlds of investing and financial planning we focus on. Your plan is meant to be a compass for the rest of your life so buildi…

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Ep 1: Getting to Know Scott Vlahon and Chris Bulman 26:38

1+ y ago26:38

26:38

Send us a Text Message. Welcome to the very first episode of “Your Financial Compass”! I’m your host, Scott Vlahon, Senior Financial Advisor with Bulman Wealth Group. 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 Bul…

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