
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 decade... more
| Publishes | Monthly | Episodes | 41 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Categories | Business NewsInvestingNewsBusiness | ||||

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... more
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, an... more
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 tu... more
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... more
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 differen... more
There will always be things to worry about, and retirement risks are no exception. Whether it's the fear of outliving your savings, the unpredictability of rising taxes and inflation, or the anxiety over market volatility, there are absolutely some r... more
When it comes to retirement, most of us think of it in two clear phases: pre-retirement and retirement itself. But what if we told you that it’s more nuanced than that? With people living longer, retirement can now span 30 years or more. That’s why i... more
They say men are from Mars and women are from Venus. Are their financial and investment needs just as different? In today’s episode, we’ll dig into some of the nuances that female investors face today as opposed to their male counterparts.
Here’s s... more
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1. Your Money, Your Wealth
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5. Stay Wealthy Retirement Podcast
this podcast launched 4 years ago and published 41 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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