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Aim To Protect Your Retirement Against Inflation

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Manage episode 405243617 series 3402937
Contenu fourni par Bulman Wealth Group. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Bulman Wealth Group ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

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Unfortunately, we’re still seeing the impact of record-high inflation in today’s market. As interest rates may not decline as rapidly as anticipated, retirees face the additional challenge of market volatility impacting withdrawals from IRAs, 401(k)s, Roth IRAs, and other brokerage accounts. So, what are some ways to combat this?

Join us as we share some practical tips for aiming to protect your retirement against inflation.
Here’s some of what we discuss in this episode:

  • The current economic landscape + Federal Reserve Chair’s perspective
  • Increasing fixed-income securities in your portfolio + Diversifying income sources
  • Investing in inflation-protected securities or real estate
  • Adjusting your withdrawal strategies + Exploring high-yield saving accounts

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.

  continue reading

Chapitres

1. Aim To Protect Your Retirement Against Inflation (00:00:00)

2. Market Volatility, Inflation, and Retirement Planning (00:00:02)

3. Financial Disclaimer for Advice Offered (00:12:58)

31 episodes

Artwork
iconPartager
 
Manage episode 405243617 series 3402937
Contenu fourni par Bulman Wealth Group. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Bulman Wealth Group ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Send us a Text Message.

Unfortunately, we’re still seeing the impact of record-high inflation in today’s market. As interest rates may not decline as rapidly as anticipated, retirees face the additional challenge of market volatility impacting withdrawals from IRAs, 401(k)s, Roth IRAs, and other brokerage accounts. So, what are some ways to combat this?

Join us as we share some practical tips for aiming to protect your retirement against inflation.
Here’s some of what we discuss in this episode:

  • The current economic landscape + Federal Reserve Chair’s perspective
  • Increasing fixed-income securities in your portfolio + Diversifying income sources
  • Investing in inflation-protected securities or real estate
  • Adjusting your withdrawal strategies + Exploring high-yield saving accounts

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.

  continue reading

Chapitres

1. Aim To Protect Your Retirement Against Inflation (00:00:00)

2. Market Volatility, Inflation, and Retirement Planning (00:00:02)

3. Financial Disclaimer for Advice Offered (00:12:58)

31 episodes

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