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Radio Show #22: The Four Major Fears of Retirement

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Manage episode 442764180 series 3573568
Contenido proporcionado por Bulman Wealth Group. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bulman Wealth Group o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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.

  continue reading

30 episodios

Artwork
iconCompartir
 
Manage episode 442764180 series 3573568
Contenido proporcionado por Bulman Wealth Group. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bulman Wealth Group o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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.

  continue reading

30 episodios

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