• Radio Show #5: The 3 Types of Retirement, Pitfalls to Avoid, & Annuities

  • Jun 3 2024
  • Duración: 52 m
  • Podcast

Radio Show #5: The 3 Types of Retirement, Pitfalls to Avoid, & Annuities Por arte de portada

Radio Show #5: The 3 Types of Retirement, Pitfalls to Avoid, & Annuities

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  • Resumen

  • 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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