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 tailored to the modern retiree. Whether you're approaching retirement or seeking to safeguard your financial future, join us for an insightful journey into income planning, investment strategies, and the tools to navigate today's economic landscape.

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

• What you need to know about Social Security for 2024.
• The ways that people are losing money by being too safe.
• How diversification is a lot like Thanksgiving dinner.
• Options for investments that fall into the safety bucket.
• Why would you want to work with a smaller firm over a big national firm.
• The ways retirement planning has changed and how we help people overcome these obstacles.

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.