Your Financial Compass Radio Show with Bulman Wealth Group

There are a lot of things out there that can trip you up as you try and plot out your financial future. Even the most diligent planners make missteps but the more you know, the better you can prepare. In this week’s show, Chris and Scott talk about some common financial pitfalls they see, which include hidden fees, tax planning, investing risk, and more.    Here’s some of what we discuss in this e...

Tax planning can certainly be overwhelming and changing tax laws only add to the frustration as you try to plan for retirement. That’s why this show will have a special focus on tax strategies and how it fits into a comprehensive financial plan.  Join Chris and Scott as they discuss the SECURE Act 2.0, Roth conversions, and the pros and cons of annuities in the current high-interest-rate environme...

As we approach retirement, the financial landscape can often seem daunting. From income planning to investment strategies, taxes, and healthcare, there are numerous factors to consider to ensure a comfortable and secure retirement. In this week’s show, Chris and Scott will discuss these critical topics, offering actionable insights and strategies to help you navigate your financial future with con...

Market turbulence can have a big emotional toll on investors if they don’t have the necessary tools to help them make the proper decisions for how to manage investments during that time. But not to worry, Scott and Chris are here to help.  Join the duo as they explain different approaches and tools to keep in mind during times when the market is a little bit volatile. Strategies such as visualizat...

Retirement planning is a journey filled with complex decisions and potential pitfalls. In this episode of Your Financial Compass, Chris and Scott take a deep dive into some of the most common mistakes and misunderstandings that they see folks make when it comes to planning their finances to and through retirement.    Here’s some of what we discuss in this episode: How AI is changing business.  Set...

As you approach retirement, the question of financial security becomes increasingly important. In this week’s show, we’ll continue our conversation about the essential strategies to ensure a secure and comfortable retirement. From understanding income sources and tax implications to coordinating with your spouse and managing lifestyle inflation, we’ll add to the list of items you need to think abo...

In this show, we’re going to give you a list of key areas and questions that need your attention before you retire because these things could cause issues financially if you haven’t addressed them. We’ll also address often-overlooked aspects of your retirement plan, providing valuable insights and actionable steps to help you prepare for a financially secure future. We have more than a dozen items...

Retirement planning can often feel like navigating a complex maze. With so many factors to consider, it's easy to feel overwhelmed. In this week’s show, we’ll try to simplify things by highlighting five key areas that make up a comprehensive financial plan.   Here’s some of what we discuss in this episode: The importance of building a relationship with your financial planner. Why we feel the...

In this week’s show, we want to spend some time on an often daunting topic: market downturns. With over 20 years of experience in comprehensive financial planning, our team can offer invaluable advice on how to manage your investments and emotions during volatile times. Over the course of this episode, we’ll covers investment strategies, the role of financial advisors, and the significance of regu...

Before another tax season approaches, we want you to be in the best position now and in retirement. That means tax planning needs to be a focus as a part of your overall financial plan.  In this week’s show, we will provide essential tips and strategies for preparing and filing taxes, understanding tax brackets, and making the most of deductions. We’ll also discuss the benefits of Roth conversions...

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, overfun...

Many of the questions we get from clients deal with the stock market and the economy. There’s plenty of uncertainty around inflation and interest rates so let’s do our best to give you the reality of what’s happening this year. This show dives into the intricacies of the stock market, the role of the Federal Reserve, and the potential impacts of commercial real estate on the economy. Here’s some o...

Planning for retirement can feel like navigating through a maze of uncertainty, but with the right guidance, you can find your way to a secure and fulfilling future. This episode of the show will focus on some key areas with proper insight from our Bulman Wealth team.  Discover the intricacies of Social Security, the nuances of safe investing, and the importance of a comprehensive financial plan t...

When it comes to retirement planning, timing is everything. Each milestone birthday can have significant implications for your financial future. Today we’ll lay out the importance of planning around key ages.  Each of these milestone birthdays could require extra attention. For example, turning 50 opens the door to catch-up contributions, allowing you to boost your retirement savings. As you enter...

If 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...