If you’re a Gen Xer, born between 1965 and 1980, you might be starting to think about your transition into retirement. Moving into this new phase not only means imagining how your daily life will change but also having a clear understanding of your finances. Join us as we share some important things to consider as you approach this major milestone.


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

• Understanding and managing retirement accounts, such as IRAs and 401(k)s + the potential risks associated with neglecting them as retirement approaches
• Some options for optimizing retirement account holdings when nearing retirement
• The importance of assessing your risk tolerance to ensure you’re aligned with your retirement goals
• The financial considerations and challenges faced by Generation X

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 [email protected]. You can also reach the team by phone at (916) 458-8199.