

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:
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.
31 episodios
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:
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.
31 episodios
Player FM está escaneando la web en busca de podcasts de alta calidad para que los disfrutes en este momento. Es la mejor aplicación de podcast y funciona en Android, iPhone y la web. Regístrate para sincronizar suscripciones a través de dispositivos.