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.

Your Financial Compass with Bulman Wealth Group is a business podcast hosted by Unknown Host, with 41 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 with Bulman Wealth Group, a business show with 41 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Your Financial Compass with Bulman Wealth Group

  Navigating Market Turbulence with Confidence

  Mar 17, 202521 minS0

  <p>Market downturns are inevitable, but how you respond can make all the difference in protecting and growing your wealth. We’ve certainly seen some market turbulence since the start of the year, and for many investors, the uncertainty can be unsettling. While no one can predict exactly when the market will rise or fall, there are smart strategies that can help you navigate these challenging times with confidence. Understanding how to manage risk, stay disciplined, and take advantage of opportunities during a downturn can put you in a stronger financial position for the long run. </p><p>Joining us tod...

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  Your Financial Compass with Bulman Wealth Group

  Meet Taran Pannu: The Newest Advisor at Bulman Wealth Group

  Feb 19, 202511 minS0

  <p>In this special episode of Your Financial Compass, we’re excited to introduce Taran Pannu, the newest financial advisor at Bulman Wealth Group. Marcos sits down with Taran to learn more about his background, how he got into the financial industry, and why he decided to join the team at Bulman Wealth.</p><p>Taran also shares some of the common financial challenges many pre-retirees and retirees face. He explains these struggles with a simple yet powerful analogy that helps listeners understand how to organize their financial "garage" for a more secure future. Plus, get to know Taran a bi...

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  Your Financial Compass with Bulman Wealth Group

  Do You Have A Solid Income Plan For Your Retirement?

  Jan 10, 202514 minS0

  <p>During ​our ​working ​years, ​we ​get ​used ​to ​that ​predictable ​paycheck ​every ​couple ​of ​weeks ​or ​months. ​​But ​when ​retirement ​comes, ​we ​face ​a ​whole ​new ​set ​of ​challenges. ​How ​do ​you ​take ​a ​lump ​sum ​of ​savings ​and ​turn ​it ​into ​consistent, ​sustainable ​income? ​In ​today's ​episode, ​we'll ​break ​down ​the ​toughest ​hurdles ​that ​retirees ​face ​and ​discuss ​some ​practical ​solutions ​to ​make ​your ​money ​work ​for ​you ​for ​the ​long ​haul.<br/><br/><b>Here’s some of what we discuss in this episode:</b></p>What ​are ​the ​biggest ​challenges ​that ​we ​see ​people ​face ​when ​they ​try ​to ​generate ​income ​for ​themselves ​in ​retirement?The statistics tell us 49% of investors don’t have a retirement income strategy. It takes a different ski...

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  Your Financial Compass with Bulman Wealth Group

  Social Security Benefits: When Should You Start?

  Dec 19, 202419 minS0

  <p>Today, we're tackling a question that many people have: when should you start Social Security? There’s so much advice out there, and it can be overwhelming trying to figure out the best time to file for your benefits. So, if you’ve ever wondered when you should start, you’re in the right place.<br/><br/>Join us as we cover some important factors to consider when deciding when to file, whether you’re married, widowed, or single.  <br/><br/><b>Here’s some of what we discuss in this episode:</b></p>What filing at different ages can mean fo...

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  Your Financial Compass with Bulman Wealth Group

  Cleaning Out Your Financial Garage

  Dec 2, 202416 minS0

  <p>Many of us can relate to the frustration of a messy garage. Despite our best efforts to keep it tidy, it doesn’t take long before the space fills with tools, holiday decorations, and things we don’t even remember storing. Our finances are no different. Over time, we accumulate 401(k)s from previous jobs, old IRAs, deferred compensation plans, and insurance policies- creating our own “financial garage” of clutter.</p><p>So, how can we make sense of it all? In today’s episode, we’ll explore practical steps to clear the financial chaos and bring everything into focus. </p><...

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