Refinancing Your Retirement

Your Financial Compass with Bulman Wealth Group

As consumers, we're always on the lookout for ways to make our money go further. When interest rates decrease, our purchasing power increases. But what happens when interest rates go up? According to Marcos, this can actually be beneficial for your retirement savings, especially if you know how to navigate the current financial landscape.

Tune in to discover how refinancing parts of your retirement plan could potentially enhance your returns. It might sound like an unusual concept, but in today's high-interest-rate environment, it could be a game-changer for your financial future. If you would like to know why and how you should refinance your retirement, this episode is for you!
Here’s some of what we discuss in this episode:

• The concept of refinancing and why it’s relevant in today’s interest rate environment
• Why it might be a good time to review and potentially refinance your existing annuities
• How increasing interest rates affect different aspects of your financial plan, including growth stocks and bonds
• How higher interest rates are leading to better returns on savings accounts, CDs, and money market accounts
• Why it's crucial to review your investment strategy in light of changing interest rates

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 [e-mail]. You can also reach the team by phone at [phone].