Your Financial Compass Radio Show with Bulman Wealth Group

This is the radio version of Your Financial Compass, presented by Bulman Wealth Group. This is the sister show to the regular bi-weekly Your Financial Compass podcast. This show will allow you to learn about a variety of topics in one sitting and help you catch up on anything you missed on the weekly radio show that airs on News Radio KFBK 93.1FM in Sacramento, California at 2pm on Sundays. This show will help 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. We aim 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.

Your Financial Compass Radio Show with Bulman Wealth Group is a business podcast hosted by Unknown Host, with 40 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Your Financial Compass Radio Show with Bulman Wealth Group, a business show with 40 episodes published.

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  Your Financial Compass Radio Show with Bulman Wealth Group

  Radio Show #40: Prepared, Not Panicked: Navigating The Unexpected In Investing

  Oct 6, 202552 minS0

  <p>Market downturns are inevitable, but panic doesn’t have to be. Today, Scott and Shawn talk about how to face the unexpected with preparation instead of fear. They unpack the idea of “Black Swan” events- rare shocks like the 2008 financial crisis or COVID- that no one sees coming but everyone feels. More importantly, they explain why the real danger isn’t the event itself, but how we react to it. You’ll hear how emotions can lead us off track, and the practical ways to stay grounded: building a bucket strategy for your money, diversifying wisely, and even turning downturns...

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  Your Financial Compass Radio Show with Bulman Wealth Group

  Radio Show #39: The Advisor Advantage - Why Guidance Matters in Retirement

  Sep 22, 202552 minS0

  <p>Is working with a financial advisor really worth it? For many do-it-yourself investors, the idea of paying for advice can feel unnecessary until retirement approaches and the stakes get higher. In this episode, Scott and Shawn dive into the real value that an advisor can bring, drawing on industry research like Vanguard’s “Advisor Alpha” study and their own years of experience.</p><p><b>Here’s some of what we discuss in this episode:</b></p><p>📈 The Vanguard study proving advisor value</p><p>🧠 How behavioral coaching prevents costly mistakes</p><p>💸 Smart tax moves like Roth conversions</p><p...

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  Your Financial Compass Radio Show with Bulman Wealth Group

  Radio Show #38: Why Three Buckets Are Better Than One

  Sep 15, 202552 minS0

  <p>When it comes to retirement planning, too many people think of their money as one big pile. That mindset creates stress, confusion, and unnecessary risk, especially when market volatility hits. In this episode, Chris and Shawn explain why the “three-bucket approach” offers clarity, security, and confidence for retirees and pre-retirees.</p><p><b>Here’s some of what we discuss in this episode:</b></p><p>🪣 The three-bucket approach explained</p><p>🧠 Psychology matters: clarity reduces fear during volatility</p><p>📊 Where Roth conversions & legacy planning fit into the bucket strategy</p><p>💵 Ensuring consistent cash flow in retirement</p><p>📉 How to hand...

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  Your Financial Compass Radio Show with Bulman Wealth Group

  Radio Show #37: How Much Risk Is Too Much?

  Jun 23, 202552 minS0

  <p>When markets swing wildly, many retirees are left wondering: Is my portfolio built for this? In this week’s show, Chris and Shawn break down the four essential questions retirees should be asking about their investment allocation. With humor (and plenty of coffee), they unpack why a long-held investment strategy might need adjusting as you age. When you're no longer saving, but withdrawing, the game changes, and your strategy should too.</p><p><b>Here’s some of what we discuss in this episode:</b></p><p>📊 Should your investment mix change with age?</p><p>🧠 Managing emotion in volatile m...

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  Your Financial Compass Radio Show with Bulman Wealth Group

  Radio Show #36: Navigating RMDs in Retirement

  May 12, 202552 minS0

  <p>For many nearing retirement, understanding RMDs is crucial for effective financial planning. But what exactly are RMDs, and why are they so important? RMDs might sound like just another tax rule, but mismanaging them could cost you thousands in penalties, unnecessary taxes, or missed planning opportunities. </p><p>On this week’s show, Chris and Shawn break down the ABCs of RMDs. You’ll learn when RMDs start, how they’re calculated, what happens if you delay, and why you can’t combine your spouse’s with your own, even if you file taxes jointly. </p><p><b>Here’s some of what...

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