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Radio Show #35: Building Retirement Income Without a Pension

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Manage episode 480753865 series 3573568
Content provided by Bulman Wealth Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bulman Wealth Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Retiring without a pension? You’re not alone, and you’re not without options. In this week’s show, Scott and Shawn break down how to build reliable, sustainable income in retirement when pensions aren’t part of the equation.

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

📉 Why retiring without a pension is the new norm — and what to do about it

📊 The three income buckets every retiree needs to consider

📆 Social Security timing strategies and how they impact your plan

🧾 How to minimize taxes through smart withdrawal sequencing

🔥 What inflation means for your retirement income over 30+ years

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 [email protected]. You can also reach the team by phone at (916) 458-8199.

  continue reading

39 episodes

Artwork
iconShare
 
Manage episode 480753865 series 3573568
Content provided by Bulman Wealth Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bulman Wealth Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Retiring without a pension? You’re not alone, and you’re not without options. In this week’s show, Scott and Shawn break down how to build reliable, sustainable income in retirement when pensions aren’t part of the equation.

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

📉 Why retiring without a pension is the new norm — and what to do about it

📊 The three income buckets every retiree needs to consider

📆 Social Security timing strategies and how they impact your plan

🧾 How to minimize taxes through smart withdrawal sequencing

🔥 What inflation means for your retirement income over 30+ years

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 [email protected]. You can also reach the team by phone at (916) 458-8199.

  continue reading

39 episodes

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