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The Three Phases of Retirement

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Manage episode 444567684 series 3402937
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.

When it comes to retirement, most of us think of it in two clear phases: pre-retirement and retirement itself. But what if we told you that it’s more nuanced than that? With people living longer, retirement can now span 30 years or more. That’s why it's essential to consider not just how you'll spend those years, but also the expenses that will come with them.

Join us as we break down the three phases of retirement in today’s show: the Go-Go Years, the Slow-Go Years, and the No-Go Years.

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

  • How should you think about and plan for the Go-Go Years?
  • Settling into a retirement routine in the Slow-Go Years
  • Financial issues to consider in the No-Go Years
  • Working with a team who thinks about the big picture

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

39 episodios

Artwork
iconCompartir
 
Manage episode 444567684 series 3402937
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.

When it comes to retirement, most of us think of it in two clear phases: pre-retirement and retirement itself. But what if we told you that it’s more nuanced than that? With people living longer, retirement can now span 30 years or more. That’s why it's essential to consider not just how you'll spend those years, but also the expenses that will come with them.

Join us as we break down the three phases of retirement in today’s show: the Go-Go Years, the Slow-Go Years, and the No-Go Years.

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

  • How should you think about and plan for the Go-Go Years?
  • Settling into a retirement routine in the Slow-Go Years
  • Financial issues to consider in the No-Go Years
  • Working with a team who thinks about the big picture

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

39 episodios

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