Description

Retirement planning is a journey filled with complex decisions and potential pitfalls. In this episode of Your Financial Compass, Chris and Scott take a deep dive into some of the most common mistakes and misunderstandings that they see folks make when it comes to planning their finances to and through retirement. 

Here’s some of what we discuss in this episode:

• How AI is changing business. 
• Setting realistic expectations for your retirement. 
• The average vs. the actual rate of return. 
• What does sequence of return really mean?
• Balancing sequence of returns risk with a portfolio that is adequate for someone who is older.
• Dave Ramsey’s 7 baby steps toward saving for retirement. 

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@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.