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Radio Show #8: 5 Key Elements of Financial Planning
Manage episode 425339387 series 3573568
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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 retirement income plan might be the most important aspect of planning.
- What we discuss when it comes to legacy planning.
- Different investment plans for those with varying comforts with risk.
- By engaging in savvy tax planning, you might be able to create greater retirement savings.
- How high earners are phased out of Roth IRAs, and a look at Roth 401(k)s.
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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