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 about before you walk away from work for good.

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

• A small change you may be able to make that could have a huge impact on your bottom line.
• The ramifications of pulling from qualified accounts to supplement your lifestyle.
• Scott’s number one investment to make to protect your family, outside of inheritance.
• Tips to avoiding conflict with your spouse when it comes to retirement planning.
• The “silent killers” of financial planning.

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.