))
Radio Show #21: The Three Phases of Retirement
Manage episode 441405351 series 3573568
内容由Bulman Wealth Group提供。所有播客内容（包括剧集、图形和播客描述）均由 Bulman Wealth Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Retirement is not a one-size-fits-all experience. It evolves through different phases, each with its own set of challenges and opportunities. In this week’s show, Scott and Shawn discuss the three distinct phases of retirement: go-go, slow-go, and no-go. Find out why each phase matters for planning and how to manage your finances as you move through retirement.
Here’s some of what we discuss in this episode:
- Planning for longevity in your retirement.
- The five key areas of retirement planning.
- How your relationship with risk in your portfolio changes as you approach retirement.
- When should you consider Roth conversions?
- How your financial needs can change as you move through the three different phases of retirement.
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 ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
28集单集
分享
