Radio Show #9: What to Think About as You Prepare for Retirement (Part 1)

Your Financial Compass Radio Show with Bulman Wealth Group

In this show, we’re going to give you a list of key areas and questions that need your attention before you retire because these things could cause issues financially if you haven’t addressed them. We’ll also address often-overlooked aspects of your retirement plan, providing valuable insights and actionable steps to help you prepare for a financially secure future.

We have more than a dozen items on the list so we’ll break this show up into two parts beginning with today’s part one.

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

• What are you going to do with your time when you retire to find that sense of purpose?
• Life challenges that come with retiring.
• How AI and technology could change your retirement.
• Where will your income come from?
• We’ll address the biggest concerns about the future of Social Security.

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 [e-mail]. You can also reach the team by phone at [phone].