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Radio Show #5: The 3 Types of Retirement, Pitfalls to Avoid, & Annuities
Manage episode 421737280 series 3573568
Sisällön tarjoaa Bulman Wealth Group. Bulman Wealth Group tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Coming up on this week’s show, we turn our focus to some key retirement discussions we have with clients when we’re helping them build a plan. Join us as we break down the three types of retirement you might have, the most common pitfalls people fall into in retirement, and the truth about annuities.
Here’s some of what we discuss in this episode:
- Defining what it means to be underfunded, overfunded, or constrained.
- The tax issues that get created when you become overfunded.
- Some of the pitfalls of retirement planning.
- The area where people need help and education the most.
- The good, bad and ugly of annuities.
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.
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