Description

Retirement should be a time of relaxation and enjoyment, but for many, it brings a host of financial fears. In this week’s show, Scott and Shawn will walk through the four biggest fears people have in retirement by explaining what they are, what they mean, and how we can help address them. 

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

• The fear of outliving your money in retirement. 
• Concerns with inflation and high interest rates and how they could impact your retirement. 
• What are black swan events in the stock market and how can we be prepared for them?
• Demystifying the relationship between the stock market and daily life. 
• Why you should consider setting up a trust. 

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.