Description

When it comes to planning for your retirement, success requires careful planning and strategic decision-making This week, Chris and Scott are here to address some of the common retirement pitfalls they see and discuss how they help their clients overcome these problem areas.


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

• Transitioning from investing like you were when you were younger to investing like someone who is nearing retirement. 
• Designing your portfolio to be resistant to risk. 
• How we help our clients build a well-rounded portfolio.
• Balancing saving and planning for retirement with enjoying your life in the present. 
• Accounting for inflation when building your retirement plan. 
• How we present options to our clients to find the investment plan that works for you. 

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.