Shows
Your Financial Compass with Bulman Wealth GroupMeet Taran Pannu: The Newest Advisor at Bulman Wealth GroupIn this special episode of Your Financial Compass, we’re excited to introduce Taran Pannu, the newest financial advisor at Bulman Wealth Group. Marcos sits down with Taran to learn more about his background, how he got into the financial industry, and why he decided to join the team at Bulman Wealth.Taran also shares some of the common financial challenges many pre-retirees and retirees face. He explains these struggles with a simple yet powerful analogy that helps listeners understand how to organize their financial "garage" for a more secure future. Plus, get to know Taran a bi...2025-02-2011 minYour Financial Compass with Bulman Wealth GroupWhat It's Like To Work With Bulman Wealth Group?Do you feel overwhelmed with financial planning and feel there are too many things to tackle? Are you not exactly sure where to get started? Today we will cover our process here at Bulman Wealth Group, guiding you through what it feels like to become a client with us. Here’s some of what we discuss in this episode:The discovery meeting: Getting to know your goals, dreams, and concernsRisk assessment and document collection after the first meetingIdentifying areas of improvement with an initial, high-level financial planThe follow-up meeting: Discussing risk score, portfolio analysis, and...2024-06-2717 min
Your Financial Compass Radio Show with Bulman Wealth GroupThe Core Aspects for Any Financial & Retirement PlanIf 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 provide a detailed look into the financial and retirement planning process we go through at Bulman Wealth. We’ll break down the core areas that every person needs to focus on, from income planning to investment planning to lega...2024-05-0651 min
FEI PodcastFinance and accounting needs tech acceptance and change champions with Gartner’s Mallory Barg BulmanWith new technologies coming online, it seems almost daily, finance and accounting leaders have been perpetually frustrated by tech’s return on investment and their impact on seemingly intractable issues of financial errors.
But a new report issued by research and consulting firm Gartner says there may be a path for financial leaders to successfully adopt and implement new technologie by focusing internally on the concept of technology acceptance.
In this episode of the podcast we speak with Gartner’s Mallory Barg Bulman about increasing technology acceptance and creating peer-driven “change champions.”Special Guest: Mallory Barg Bul2024-02-2825 minYour Financial Compass with Bulman Wealth GroupEp 1: Getting to Know Scott Vlahon and Chris BulmanWelcome 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 Bulman Wealth Group. You will also get to learn who I am, and what I will be sharing with you on “Your Financial Compass”.WHAT YOU'LL LEARN ON THIS EPISODE:· What “Your Financial Compass” will be sharing on the pod...2022-10-0626 min
Financial Compass Radio ReplayFCR 446 Times of Crisis - How to Lead with a Steady Hand in RetirementFCR 446 Times of Crisis - How to Lead with a Steady Hand in Retirement by Chris Bulman2020-04-2000 minFinancial Compass Radio ReplayFCR 445 Always Face the What-ifs in Retirement, featuring Dr. Alicia Arbaje from Johns HopkinsFCR 445 Always Face the What-ifs in Retirement, featuring Dr. Alicia Arbaje from Johns Hopkins by Chris Bulman2020-04-1400 minFinancial Compass Radio ReplayFCR 444 America in RecessionFCR 444 America in Recession by Chris Bulman2020-04-0600 minFinancial Compass Radio ReplayFCR 443 The Bear Market and Coronavirus QuestionsFCR 443 The Bear Market and Coronavirus Questions by Chris Bulman2020-03-3000 minFinancial Compass Radio ReplayFCR 442 Making Sense of the Stock Market RollercoasterFCR 442 Making Sense of the Stock Market Rollercoaster by Chris Bulman2020-03-1600 minFinancial Compass Radio ReplayFCR 441 It's the Time of the Season for TaxesFCR 441 It's the Time of the Season for Taxes by Chris Bulman2020-03-0900 minFinancial Compass Radio ReplayFCR 440 The Client ExperienceFCR 440 The Client Experience by Chris Bulman2020-02-2400 minFinancial Compass Radio ReplayFCR 439 Risks in RetirementFCR 439 Risks in Retirement by Chris Bulman2020-02-2400 minFinancial Compass Radio ReplayFCR 438 Simple Sells But Your Retirement Will Be Anything But SimpleFCR 438 Simple Sells But Your Retirement Will Be Anything But Simple by Chris Bulman2020-01-2700 minFinancial Compass Radio ReplayFCR 437 The Do's and Don'ts of Retirement PlanningFCR 437 The Do's and Don'ts of Retirement Planning by Chris Bulman2020-01-1600 minFinancial Compass Radio ReplayFCR 436 New Years GoalsFCR 436 New Years Goals by Chris Bulman2020-01-0600 minFinancial Compass Radio ReplayFCR 435 Is the Bear Market Coming Out of HibernationFCR 435 Is the Bear Market Coming Out of Hibernation by Chris Bulman2019-12-2300 minFinancial Compass Radio ReplayFCR 434 Your 10 Most Valuable Assets for RetirementFCR 434 Your 10 Most Valuable Assets for Retirement by Chris Bulman2019-12-1600 minFinancial Compass Radio ReplayFCR 433 Financial Moves to Consider Before Year-EndFCR 433 Financial Moves to Consider Before Year-End by Chris Bulman2019-12-0200 minFinancial Compass Radio ReplayFCR 432 Making Your Money Work For YouFCR 432 Making Your Money Work For You by Chris Bulman2019-11-2500 minFinancial Compass Radio ReplayFCR 431 How to Retire in an Unfriendly Retirement EnvironmentFCR 431 How to Retire in an Unfriendly Retirement Environment by Chris Bulman2019-11-1800 minFinancial Compass Radio ReplayFCR 430 How to Address Major Risks in RetirementFCR 430 How to Address Major Risks in Retirement by Chris Bulman2019-11-1800 minFinancial Compass Radio ReplayFCR 429 Financial Moves to Make Before Years EndFCR 429 Financial Moves to Make Before Years End by Chris Bulman2019-10-2800 minFinancial Compass Radio ReplayFCR 428 Get Your Financial Check-UpFCR 428 Get Your Financial Check-Up by Chris Bulman2019-10-2100 minFinancial Compass Radio ReplayFCR 427 Strategies for the Sandwhich GenerationFCR 427 Strategies for the Sandwhich Generation by Chris Bulman2019-10-1000 minFinancial Compass Radio ReplayFCR 425 How To Handle The Market Ups And DownsFCR 425 How To Handle The Market Ups And Downs by Chris Bulman2019-08-2800 minFinancial Compass Radio ReplayFCR The seven deadly sins of retirement planningFCR The seven deadly sins of retirement planning by Chris Bulman2019-08-1400 minFinancial Compass Radio ReplayFCR 423 What Is The Value Of Experience?FCR 423 What Is The Value Of Experience? by Chris Bulman2019-08-0700 minFinancial Compass Radio ReplayFCR 422 Does Your Retirement Plan Have To Have A Downside?FCR 422 Does Your Retirement Plan Have To Have A Downside? by Chris Bulman2019-07-3100 minFinancial Compass Radio ReplayFCR 421 What Is Your Exit Strategy? And What Exactly Is An Annuity?FCR 421 What Is Your Exit Strategy? And What Exactly Is An Annuity? by Chris Bulman2019-07-2400 minFinancial Compass Radio ReplayFCR 420 Are You Taking Too Much Risk? How Can You Decide How Much Is Too Much?FCR 420 Are You Taking Too Much Risk? How Can You Decide How Much Is Too Much? by Chris Bulman2019-07-1700 minFinancial Compass Radio ReplayFCR 419 Has Your Retirement Plan Evolved?FCR 419 Has Your Retirement Plan Evolved? by Chris Bulman2019-06-2600 minFinancial Compass Radio ReplayFCR 418 What Can The Past Teach You About Your Financial Plan Today?FCR 418 What Can The Past Teach You About Your Financial Plan Today? by Chris Bulman2019-06-2500 minFinancial Compass Radio ReplayFCR 417 Do You Want To Save Your Kids The Hassle Of Probate Court? There Is A Simple Solution.FCR 417 Do You Want To Save Your Kids The Hassle Of Probate Court? There Is A Simple Solution. by Chris Bulman2019-05-3000 minFinancial Compass Radio ReplayFCR 416 Is Having 10 Times Your Annual Salary Saved Up For Your Retirement The Right Thing To Do?FCR 416 Is Having 10 Times Your Annual Salary Saved Up For Your Retirement The Right Thing To Do? by Chris Bulman2019-05-2100 minFinancial Compass Radio ReplayFCR 415 Is It Possible To Guarantee How Much Money You Can Leave As A Legacy?FCR 415 Is It Possible To Guarantee How Much Money You Can Leave As A Legacy? by Chris Bulman2019-05-0800 minFinancial Compass Radio ReplayFCR 414 Would You Play Golf With One Club? Are You Doing The Same Thing With Your Retirement Plan?FCR 414 Would You Play Golf With One Club? Are You Doing The Same Thing With Your Retirement Plan? by Chris Bulman2019-04-2500 minFinancial Compass Radio ReplayFCR 413 Have You Shared Your Retirement Plan With The Right People?FCR 413 Have You Shared Your Retirement Plan With The Right People? by Chris Bulman2019-04-1600 minFinancial Compass Radio ReplayFCR 412 Can You Adjust Your Retirement Plan When Life Happens To You?FCR 412 Can You Adjust Your Retirement Plan When Life Happens To You? by Chris Bulman2019-04-1000 minFinancial Compass Radio ReplayFCR 411 How Much Is Too Much Risk For Your Retirement?FCR 411 How Much Is Too Much Risk For Your Retirement? by Chris Bulman2019-03-2700 minFinancial Compass Radio ReplayFCR 410 How a Good Game of Golf Can Help You In Your Financial Planning.FCR 410 How a Good Game of Golf Can Help You In Your Financial Planning. by Chris Bulman2019-03-2000 minFinancial Compass Radio ReplayFCR 409 Chris Interviews Kevin Cronin of REO SpeedwagonFCR 409 Chris Interviews Kevin Cronin of REO Speedwagon by Chris Bulman2019-03-1900 minFinancial Compass Radio ReplayFCR 408 What Five Things Should Your Retirement Plan Cover?FCR 408 What Five Things Should Your Retirement Plan Cover? by Chris Bulman2019-03-1300 minFinancial Compass Radio ReplayFCR 407 Are You Prepared For The Unexpected? Do You Know Where To Start?FCR 407 Are You Prepared For The Unexpected? Do You Know Where To Start? by Chris Bulman2019-03-0600 minFinancial Compass Radio ReplayFCR 406 How A Proper Plan Is Not Only Important To Your Retirement, But Also To Your ReputationFCR 406 How A Proper Plan Is Not Only Important To Your Retirement, But Also To Your Reputation by Chris Bulman2019-02-2000 minFinancial Compass Radio ReplayFCR 404 How Do You Know When You Are Ready To Retire?FCR 404 How Do You Know When You Are Ready To Retire? by Chris Bulman2019-02-1900 minFinancial Compass Radio ReplayFCR 402 Have You Avoided Putting Together A Financial Plan? You Are Not Alone.FCR 402 Have You Avoided Putting Together A Financial Plan? You Are Not Alone. by Chris Bulman2019-02-1500 minFinancial Compass Radio ReplayFCR 405 How Much Growth Can You Reasonably Expect From Your Retirement Investments?FCR 405 How Much Growth Can You Reasonably Expect From Your Retirement Investments? by Chris Bulman2019-02-1500 minFinancial Compass Radio ReplayFCR 403 The Importance Of Seeking Advice From People With ExperienceFCR 403 The Importance Of Seeking Advice From People With Experience by Chris Bulman2019-02-1500 minFinancial Compass Radio ReplayFCR 401 How To Build Less Stress In Your Retirement PlanFCR 401 How To Build Less Stress In Your Retirement Plan by Chris Bulman2019-02-1500 minFinancial Compass Radio ReplayFCR 400 You’re Retired, What Now?FCR 400 You’re Retired, What Now? by Chris Bulman2019-02-1500 minFinancial Compass Radio ReplayFCR 320 Annuities, The People Who Sell ThemFCR 320 Annuities, The People Who Sell Them by Chris Bulman2018-07-1800 minFinancial Compass Radio ReplayFCR 319 What Are The Little Things That People Don't Know That Can Hurt Them?FCR 319 What Are The Little Things That People Don't Know That Can Hurt Them? by Chris Bulman2018-07-1700 minFinancial Compass Radio ReplayFCR 318 The What If's Of RetirementFCR 318 The What If's Of Retirement by Chris Bulman2018-07-0400 minFinancial Compass Radio ReplayFCR 317 Taking Income Out Of Investments In The Proper OrderFCR 317 Taking Income Out Of Investments In The Proper Order by Chris Bulman2018-06-0600 minFinancial Compass Radio ReplayFCR 316 A New Idea For Social SecurityFCR 316 A New Idea For Social Security by Chris Bulman2018-05-3000 minFinancial Compass Radio ReplayFCR 315 Patrick Kelly - Beating Yourself Up Over Past MistakesFCR 315 Patrick Kelly - Beating Yourself Up Over Past Mistakes by Chris Bulman2018-05-2400 minFinancial Compass Radio ReplayFCR 314 Doing The "Little Things" RightFCR 314 Doing The "Little Things" Right by Chris Bulman2018-05-1700 minFinancial Compass Radio ReplayFCR 313 Planning Your Own Income Retirement StrategyFCR 313 Planning Your Own Income Retirement Strategy by Chris Bulman2018-05-0400 minFinancial Compass Radio ReplayFCR 312 Building Your Own PensionFCR 312 Building Your Own Pension by Chris Bulman2018-04-1900 minFinancial Compass Radio ReplayFCR 311 Reasons Not To Go Back To Work In RetirementFCR 311 Reasons Not To Go Back To Work In Retirement by Chris Bulman2018-04-1200 minFinancial Compass Radio ReplayFCR 310 California Pensions, In Trouble?FCR 310 California Pensions, In Trouble? by Chris Bulman2018-04-0400 minFinancial Compass Radio ReplayFCR 309 Easter, Are You Financially Fragile?FCR 309 Easter, Are You Financially Fragile? by Chris Bulman2018-03-2800 minFinancial Compass Radio ReplayFCR 202 Pit Stops Toward RetirementTalking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-02-1500 minFinancial Compass Radio ReplayFCR 201 Things to Do 5 Years Before RetirementTalking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 043Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 042Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 041Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 040Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 039Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 038Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 037Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 036Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 035Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 034Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 033Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 032Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 031Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 030Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 029Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 028Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 027Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 026Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 025Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 024Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 023Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 022Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 021Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 020Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 019Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 018Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 017Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 016Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 015Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 014Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 013Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 minFinancial Compass Radio ReplayFinancial Compass Radio 012Talking about retirement planning, finances and life with Chris Bulman, Financial Advisor and Principal of the Bulman Wealth Group.2017-01-0800 min