Description

There are a lot of things out there that can trip you up as you try and plot out your financial future. Even the most diligent planners make missteps but the more you know, the better you can prepare. In this week’s show, Chris and Scott talk about some common financial pitfalls they see, which include hidden fees, tax planning, investing risk, and more. 

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

• The difference between a Roth IRA and a traditional IRA. 
• Why you can’t assume your taxes are going to be lower in retirement.
• How to find the right advisor and why a fiduciary matters. 
• Understanding what fees might exist in your annuity.
• Why your investing risk needs to change as you approach 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.