Your Financial Compass with Bulman Wealth Group

About Your Financial Compass with Bulman Wealth Group

Welcome to Your Financial Compass Podcast, presented by Bulman Wealth Group, a show dedicated to helping you successfully navigate to and through your retirement. Our Financial Compass process goes beyond traditional holistic financial planning; we care as much about you and your lifestyle as we do about your plan. Your hosts are Bulman Wealth Group financial advisors who, for more than two decades, have provided financial leadership for those they serve. These shows are designed to provide information to both pre and post retirees so you can make well informed decisions about your financial future. Learn more by visiting https://bulmanwealth.com or by calling 916-458-8199.

Publisher

Bulman Wealth Group

Category

business · business · news

Language

en

Explicit

No

First episode

6 Oct 2022

Latest episode

17 Mar 2025

Latest episodes

41 episodes in the feed.

1. 

   17 Mar 2025

   Navigating Market Turbulence with Confidence

   Market downturns are inevitable, but how you respond can make all the difference in protecting and growing your wealth. We’ve certainly seen some market turbulence since the start of the year, and for many investors, the uncertainty can be unsettling. While no one can predict exactly when the market will rise or fall, there are smart strategies that can help you navigate these challenging times with confidence. Understanding how to manage risk, stay disciplined, and take advantage of opportun...

2. 

   19 Feb 2025

   Meet Taran Pannu: The Newest Advisor at Bulman Wealth Group

   In this special episode of Your Financial Compass, we’re excited to introduce Taran Pannu, the newest financial advisor at Bulman Wealth Group. Marcos sits down with Taran to learn more about his background, how he got into the financial industry, and why he decided to join the team at Bulman Wealth. Taran also shares some of the common financial challenges many pre-retirees and retirees face. He explains these struggles with a simple yet powerful analogy that helps listeners understand how t...

3. 

   10 Jan 2025

   Do You Have A Solid Income Plan For Your Retirement?

   During our working years, we get used to that predictable paycheck every couple of weeks or months. But when retirement comes, we face a whole new set of challenges. How do you take a lump sum of savings and turn it into consistent, sustainable income? In today's episode, we'll break down the toughest hurdles that retirees face and discuss some practical solutions to make your money work for you for the long haul.Here’s ...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

2,744

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

4 ratings

Spotify

5.0 / 5

2 ratings

Podcast Authority Score: 46 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

41

Social presence

0

YouTube

68

Engagement

60

Contact Your Financial Compass with Bulman Wealth Group

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.