Bulman Wealth Group

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.

05/25/2026

𝗥𝗲𝗺𝗲𝗺𝗯𝗲𝗿𝗶𝗻𝗴 𝗮𝗻𝗱 𝗵𝗼𝗻𝗼𝗿𝗶𝗻𝗴 the brave individuals who made the ultimate sacrifice for our country. 🇺🇸

In observance of Memorial Day, the Bulman Wealth Group offices will be closed on Monday, May 25th, as our team pauses to reflect on the true meaning of this day.

We will resume normal business hours on Tuesday, May 26th.

If you have any urgent financial needs ahead of the holiday, please reach out to our team before the end of the day on Friday. We wish you and your family a safe, meaningful, and peaceful Memorial Day weekend.

05/22/2026

📺 This Sunday on Fox Business: The Wealth Council

What factors truly impact your financial strategy? From national debt and tax trends to the personalized needs of your own family, there is no one-size-fits-all approach to retirement.

Join Bulman Wealth Group’s founder, Chris Bulman, alongside a panel of industry experts as they discuss navigating the complexities of today’s financial landscape.

📅 Catch the episode on Sunday, May 24th at 11 AM on Fox Business.

Don't miss this deep dive into the insights and strategies designed to help you plan for the future with clarity.

05/22/2026

You saved the money, but how much do you actually own? Many retirees are surprised by the heavy tax bill that comes when they start withdrawing from their 401(k) or IRA.

If the IRS is a "silent partner" in your retirement account, it’s time to look at tax-efficient distribution strategies. Don't wait until you're already retired to find out you're overpaying the government. Tune in to Your Financial Compass for insights on keeping more of what you’ve earned.

Learn to navigate the tax maze by watching our previous episodes: https://hubs.ly/Q04hqqsS0



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.

05/21/2026

For more than 20 years, Chris Bulman’s mission has been centered on a clear goal: helping families develop personalized retirement strategies.

We are thrilled that he is now sharing his insights on a national level as part of The Wealth Council panel! Congratulations, Chris! We are incredibly proud to see the core values of Bulman Wealth Group represented on this stage.

Inside the Council: Chris Bulman

As founder of Bulman Wealth Group, Chris Bulman has spent more than two decades helping families build retirement strategies centered around confidence, clarity, and long-term financial security.

Now, he’s bringing those insights to viewers nationwide as part of the expert panel on The Wealth Council.

05/18/2026

Stop settling for a "standard" retirement plan. 🛑

When it comes to retirement, "standard" is just another word for "inaccurate." In our latest episode of Your Financial Compass, we dive into why every income plan we build at Bulman Wealth Group is strictly individualistic.

Your retirement plan shouldn't be a template; it should be a reflection of your own "stamp" on your future. We aren't here to dictate your direction; we’re here to guide the ship based on the coordinates YOU provide.

05/15/2026

Is your retirement income keeping up with the real world?

You’ve saved a "number," but as the cost of groceries and healthcare rises, that number doesn't buy what it used to.

Many people fail to account for inflation in their long-term retirement strategies (20-30 years), which can put their future lifestyle at risk as costs rise. We discuss major concerns, such as purchasing power and longevity, weekly on Your Financial Compass.

Watch the latest episode to see how to stay ahead: https://hubs.ly/Q04gT5Vb0



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.

05/07/2026

Stop settling for a "standard" retirement plan. 🛑

When it comes to retirement, "standard" is just another word for "inaccurate." In our latest episode of Your Financial Compass, we dive into why every income plan we build at Bulman Wealth Group is strictly individualistic.

Your retirement plan shouldn't be a template; it should be a reflection of your own "stamp" on your future. We aren't here to dictate your direction; we’re here to guide the ship based on the coordinates YOU provide. 🚢