Your Financial Compass with Bulman Wealth Group

Welcome to Your Financial Compass Podcast, presented by Bulman Wealth Group, a show dedicated to helping you successfully navigate to and through your retirement. Our Financial Compass process goes beyond traditional holistic financial planning; we care as much about you and your lifestyle as we do about your plan. Your hosts are Bulman Wealth Group financial advisors who, for more than two decades, have provided financial leadership for those they serve. These shows are designed to provide information to both pre and post retirees so you can make well informed decisions about your financial future. Learn more by visiting https://bulmanwealth.com or by calling 916-458-8199.

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Episodes

Ep 11: The Bucket Strategy – A Simple Approach with Powerful Results

On episode 11 of Your Financial Compass, Scott introduces us to a strategy that can help you achieve your financial goals in retirement - The Bucket Strategy. The Bucket Strategy is a simple yet powerful approach to organizing your investments and ensuring that you have a reliable stream of income in retirement. It consists of three "buckets" - Safety, Income, and Growth. In this episode, we'll be exploring each of these buckets in detail and discussing how they can help you achieve financial se...

Feb 16, 2023•16 min

Ep 10: Can Buffer Funds Help During Market Turbulence?

Last year was a very turbulent year in the stock market and many people will look back on 2022 without many good things to say, but some positives emerged out of the turbulence. Today we’ll share one of those for us and that was our exposure to Innovator Funds . Bennett Feyerer , External Sales Consultant with Innovator, joins us today to talk about these Defined Outcome ETFs or ‘buffer funds’ as we call them. We’ve been utilizing them quite a bit since the market turbulence started and wanted t...

Feb 02, 2023•16 min

Ep 9: SECURE Act 2.0 – Retirement Changes You Need to Know

Scott will provide an overview for you in this episode by walking through some of the finer points of the SECURE Act 2.0. Plus, we’ll also spend a few minutes talking about the inflation adjustments to retirement plans that are coming and how much more you’ll be able to contribute. Here is some of what you will learn in this episode: · The RMD age pushed back again from 72 to 73. (3:14) · The penalty for missing an RMD withdrawal has been reduced. (5:50) · People in their early 60s will have ano...

Jan 19, 2023•17 min

Ep 8: Pulling the Positives from a Negative Economy

It’s not news that the economy has been quite turbulent over the past year and there’s been plenty of negativity to sift through as an investor. We can’t ignore those negative elements but we want to turn that around today and focus on the positive side of the current market conditions. We’ll do that on this episode by breaking it into three parts: · Update on inflation and the monetary policy · Are we in a recession yet and what that looks like · Planning now can help you live your life Hopeful...

Jan 05, 2023•28 min

Ep 7: What Exactly is a Trust?

Today we want to spend some time really delving into what a trust is and why someone would choose this over a will. To help us with this topic, we’ve invited Mike Bennett of MCB Estate Planning to the show. He’s one of our estate planning partners who has more than two decades of experience and understands the ins and outs of a well-constructed estate plan. Here is some of what you will learn in this episode: · The main differences between a will and a trust. (2:48) · What probate is and why you...

Dec 15, 2022•28 min

Ep 6: What to Know About Required Minimum Distributions (RMDs)

As the end of the year approaches, people start taking a closer look at those tasks that need to be finished before the calendar changes. One that always comes up around this time is Required Minimum Distributions (RMDs). Since we get questions on RMDs quite a bit, let’s dive in a little deeper on what you need to know. What do these actually mean? Who does it apply to? How might it change in the coming years? We’ll answer those questions and more on this episode. Here is some of what you will l...

Dec 01, 2022•18 min

Ep 5: Annuities 101 - Everything You Need to Know

Since annuities are one of the more polarizing financial products out there, let’s take a step back and look at what annuities do and what options are out there. Then we’ll evaluate the pros and cons so you can start forming your own opinion. Here is some of what you will learn in this episode: · The different types of annuities and how they work. (3:37) · The cons of fixed annuities. (9:33) · The cons of variable annuities. (14:47) · The pros of annuities. (17:44) · The important jargon you nee...

Nov 17, 2022•32 min

Ep 4: Navigating a Potential Recession

Today we want to approach the conversation of navigating a recession from a few specific angles. First, how did we get here and what’s causing it? Then we’ll look at some of the past recessions and see what we can learn from that experience. And finally, what are some of the practical things we can do to reduce our risk during a recession? By the end of this conversation, hopefully you will have learned something about recessions and picked up an action item to apply to your financial plan. Here...

Nov 03, 2022•28 min

Ep 3: Financial Acronyms & Concepts You Should Know

On this episode, we’re going to break down five different acronyms and concepts that you’ve probably heard of but might not completely understand. Here’s what we’ll cover today: RMD FRA ETF Compound Interest 60/40 portfolio The most important thing about any decision you make in financial planning is that you completely understand it, and that’s what we’re hoping this show will help you do. Here is some of what you will learn in this episode: · What is an RMD and why does it matter to you? (2:51...

Oct 27, 2022•26 min

Ep 2: What Exactly is a Financial Plan?

On this episode, we want to help you better understand the idea of planning by discussing what is and what isn’t a financial plan? We’ll also take you deeper into our process by highlighting the five worlds of investing and financial planning we focus on. Your plan is meant to be a compass for the rest of your life so building it with all of these different factors in mind will help give you confidence that you’re heading in the right direction. Here is some of what you will learn in this episod...

Oct 20, 2022•28 min

Ep 1: Getting to Know Scott Vlahon and Chris Bulman

Welcome to the very first episode of “Your Financial Compass”! I’m your host, Scott Vlahon, Senior Financial Advisor with Bulman Wealth Group. For this first episode, we will be joined by Chris Bulman, Founder and Leading Advisor at Bulman Wealth Group. Chris shares about himself and his family, as well as the history of Bulman Wealth Group. You will also get to learn who I am, and what I will be sharing with you on “Your Financial Compass”. WHAT YOU'LL LEARN ON THIS EPISODE: · What “Your Financ...

Oct 06, 2022•27 min•Ep. 1

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