• Radio Show #23: Key Dates And Ages For Retirement

  • Oct 7 2024
  • Length: 52 mins
  • Podcast

Radio Show #23: Key Dates And Ages For Retirement

Listen for free

View show details

  • Summary

  • As we journey through life, each decade brings its own set of financial challenges and opportunities. Even though retirement planning is best when it’s customized to the individual, there are milestone dates and ages that everyone needs to pay attention to. This week’s show is all about those key ages and why they’re so important for planning.

    Here’s some of what we discuss in this episode:

    • Strategies to save more, both before and after you turn 50.
    • What does being 59.5 or older have to do with accessing retirement funds?
    • The key ages around Social Security and strategies for deciding when to claim.
    • When you have access to Medicare and making sure that you get enrolled in it at the right time to avoid a penalty.
    • Planning around Required Minimum Distributions and the rules surrounding them.

    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.
    Show More Show Less
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Radio Show #23: Key Dates And Ages For Retirement

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available