Bulman Wealth Group

06/24/2026

Are you cooking with the right financial ingredients? 🍳

When it comes to building a retirement portfolio, annuities are a frequently debated topic. But if you strip away the noise, an annuity is simply a tool designed to solve specific problems.

If we look at the actual benefits, an annuity generally brings two powerful ingredients to the table:

📈 Tax Deferral: If you roll funds from an old 401(k) into an IRA annuity, your money can grow over time without you paying taxes on those gains along the way.

🛡️ Risk Mitigation: Imagine you have a #1.5 million portfolio. You might decide you want a specific portion of that, maybe 10%, 15%, or 25%, to be completely immune to market volatility. An annuity can act as that safe haven.

But here is the most important part: an annuity is not a magic bullet. It has pros, cons, and is definitely not right for everyone.

At Bulman Wealth Group, our job isn't to push a specific product. Our goal is to look at your entire financial picture, lay all the options on the table, and figure out which ingredients actually make sense for your unique goals. If a tool checks a box for you, we keep it. If it doesn't, we w**d it out.

Let's look at the big picture together and make sure your portfolio is built to serve you.

👉 Wondering if your current strategy has the right ingredients? Visit us to learn how to test your portfolio's defense against market volatility, or call us at 916-458-8199 to start the conversation.

https://hubs.ly/Q04lFfRC0

06/23/2026

Lights, camera, financial clarity! 🎬✨

The Bulman Wealth Group team was back in the studio last week, filming brand-new episodes of our TV show, 𝙔𝙤𝙪𝙧 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝘾𝙤𝙢𝙥𝙖𝙨𝙨! 🎥

We know that navigating the road to retirement can feel overwhelming, especially with the constant noise of shifting market conditions, changing tax codes, and confusing financial headlines. That is exactly why we created this show: to strip away the jargon and bring you real, actionable insights you can actually use.

In these upcoming episodes, we are tackling the exact questions we hear from clients sitting across our desks every single week:

🧩 How to transition seamlessly from saving money to spending it in retirement.

🛡️ Practical strategies to insulate your hard-earned portfolio from market volatility.

📉 Steps to potentially lower your lifetime tax bill and maximize what you keep.

We are pulling back the curtain on how a truly comprehensive financial plan works, giving you the tools to replace financial anxiety with total confidence.

Stay tuned for air dates and more right here on our feed!

👉 Can't wait for the new episodes to drop? You don't have to wait to start finding your direction. Call us today at 𝟵𝟭𝟲-𝟰𝟱𝟴-𝟴𝟭𝟵𝟵 to schedule your 𝗖𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗖𝗼𝗺𝗽𝗮𝘀𝘀 𝗥𝗲𝘃𝗶𝗲𝘄.

https://hubs.ly/Q04mf5m40



This program is for informational purposes only and should not be considered legal, tax, or investment advice, or as a recommendation of any particular strategy or product.

06/22/2026

What’s inside your "manila folder"? 📂

When people walk into Bulman Wealth Group for their first visit, they often bring a thick folder bursting with old statements, investment performance sheets, and tax documents collected over the years.

Usually, they expect us to immediately tear into the paperwork, cross out numbers, and start barking out buy-and-sell orders.

But true wealth management doesn't start with the paperwork. It starts with a conversation.

Without understanding your specific goals, your past experiences, and exactly what you are trying to accomplish, those documents are just numbers on a page. Once we map out your vision, every single piece of paper in that folder suddenly gains meaning.

Only then can we look at your current assets and answer the critical questions:
👉 Is this specific account actually moving you closer to your goal?
👉 Is a duplication of investments creating unnecessary fees and hidden costs?
👉 Is your current setup holding you back from being truly tax-efficient?

We don't just organize your files; we align your assets with your life. That is the exact philosophy behind our Financial Compass process.

Let’s turn that cluttered folder into a clear, unified strategy.

🚀 Ready to find your direction? Call us today at 916-458-8199 to schedule your Complimentary Financial Compass Review.

https://hubs.ly/Q04lFkgC0

06/20/2026

Imagine spending decades chopping wood. You’ve successfully built a massive pile, but now winter has arrived. How do you burn that wood efficiently so it keeps you warm for the next 20 to 30 years without burning it all at once?

That is the core challenge of retirement distribution.

Shifting from the accumulation phase (saving) to the distribution phase (spending) requires a completely different mindset. A truly comprehensive retirement plan helps ensure all your financial pieces fit together seamlessly.

🧩 The Retirement Puzzle Pieces:

🚀 Social Security Optimization: Maximizing your lifetime benefits and fitting them into your budget.

🚀 Tax Efficiency & Inflation Protection: Preserving your purchasing power against cost increases and taxes.

🚀 Risk Calibration: Determining the exact rate of return you need vs. the risk you are taking; often, you can take much less risk than you think!

The most rewarding part of building a comprehensive plan? For many of our clients, it's the sudden, profound sense of relief when they look at the data and realize: "Oh my gosh, I am actually going to be okay."

Let go of the financial anxiety and replace it with clarity.
👉 Let's build your blueprint. Call 916-458-8199 today to schedule your Complimentary Financial Compass Review.

https://hubs.ly/Q04lDYS50

06/20/2026

Do you have a "plan" or just a pile of statements? Most people have an IRA here, a 401(k) there, and insurance somewhere else, but they don't talk to each other.

True financial security comes when your taxes, investments, and estate plan all work together. If you're missing the "big picture," you might be missing out on opportunities. Join us on Your Financial Compass as we break down the pillars of a complete retirement strategy.

See the full picture and catch up on our recent episodes: https://hubs.ly/Q04m3pzM0



This program and related materials are for informational purposes only and should not be considered investment advice or a solicitation to buy or sell any security.

06/19/2026

𝗕𝗶𝗴 𝗻𝗲𝘄𝘀! 📺✨

Our very own 𝗖𝗵𝗿𝗶𝘀 𝗕𝘂𝗹𝗺𝗮𝗻 is joining the table on an upcoming episode of 𝗧𝗵𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗖𝗼𝘂𝗻𝗰𝗶𝗹!

In a world full of financial noise and market volatility, having a clear plan isn't just a good idea; it’s essential. Chris will be breaking down what it really takes to build your financial masterpiece and navigate your retirement with absolute confidence.

📅 𝗦𝗮𝘃𝗲 𝘁𝗵𝗲 𝗗𝗮𝘁𝗲: Sunday, June 21st
⏰ 𝗧𝗶𝗺𝗲: 11:00 AM PST
📺 𝗪𝗵𝗲𝗿𝗲 𝘁𝗼 𝗪𝗮𝘁𝗰𝗵: Fox Business Network

Don't miss out on the insights that can help keep your financial future on the right track!

05/30/2026

Is your estate plan gathering dust?

Most people think legacy planning is only for the ultra-wealthy, but that couldn’t be further from the truth. Without a proactive strategy, you could be leaving behind a "tax bomb" for your loved ones.

Join Chris Bulman on The Wealth Council tomorrow as he and a panel of experts discuss how to "dust off your trust" and avoid the most common retirement pitfalls; from Social Security mistakes to planning for a 30-year retirement.

📺 Tune in to Fox Business 🗓️ Sunday, May 31st 🕑 2:00 PM EST

Don’t leave your financial masterpiece to chance. See you there!

05/29/2026

Does a market dip make you lose sleep? When you’re in your 50s and 60s, you no longer have decades to "wait out" a market crash.

Market volatility is a natural part of investing, but it shouldn't threaten your retirement date. On Your Financial Compass, we discuss how to shift from "growth at all costs" to "protected growth" so you can enjoy your weekends without checking the ticker.

Find your financial confidence while catching up on our recent episodes: https://hubs.ly/Q04jrTwZ0



This program and related materials are for informational purposes only and should not be considered investment advice or a solicitation to buy or sell any security.

05/26/2026

Is your retirement strategy ready for today’s market? 📉

Join us for an upcoming Lunch & Learn at our Roseville office! We’re diving into the critical shifts happening in the economy and what they mean for your hard-earned savings.

We’ll cover:
✅ How current inflation impacts your long-term purchasing power.
✅ Strategies to help preserve your portfolio from volatility.
✅ Tax-efficient ways to structure your retirement income.

Enjoy a catered lunch while we walk through actionable steps to help safeguard your financial future.

📅 When: June 23, 2026
📍Where: 3300 Douglas Blvd., Suite 200, Roseville, CA
🎟️ RSVP: Space is limited! Reserve your seat here: https://hubs.ly/Q04hGJFD0

Join us for a tax strategy lunch in Roseville. Discover retirement planning to preserve your wealth from taxes. Register now.