• Summary

  • Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you understand, then you will make better decisions on how to have a happy and successful retirement for you and your family. There is one life to live--so take the helm, plan ahead, ask questions, and tune in with Bill on the Retire As You Desire Podcast! Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
    Retire As You Desire 2021
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Episodes
  • May 23 2022

    What does the bear market have anything to do with your investment or financial situation? If it goes down, how will it affect your money? In this special Money Monday episode, Bill Bloom talks us through the current happenings in the financial industry. If you’re currently worried about the bear market and wondering what you can do during a bear market, make sure you stay tuned.

     

    Show notes:

    [1:35] What is a bear market?

    [3:08] Should you freak out when the market is down?

    [4:30] What’s the standard timeframe for a bear market?

    [4:49] What can you do during this timeframe?

    [6:30] Outro

     

    Connect with Bill Bloom 

    Web: https://www.bloomfinancialco.com/

    https://bloomfinancialco.kartra.com/page/bNJ87

    Email: bill@bloomfinancial.us 

    LinkedIn: https://www.linkedin.com/in/bloomfinancial/

    FB: https://www.facebook.com/retireasyoudesirepodcast

     

    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

     

    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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    7 mins
  • May 19 2022

    In today’s episode, Bill talks to the Director of Baird, Mark Fujiwara, about his journey to success and how he built his network of remarkable people. He also shares how he makes it a point to be present at all times with his family despite his busy schedule and more about his personal life.

     

    Mark Fujiwara is a Personal CFO to a select group of wonderful clients, a certified portfolio manager, author, and speaker on the missing component of a financial plan. Most of the entrepreneurs and retirees he speaks to not only need guidance and order with their finances but struggle to address the most important issue of health and longevity. Working with entrepreneurs for 25 years, he has discovered that without addressing their most important asset, all that they’ve worked for could be for not.

     

    You can reach Mark at:

    Website: http://www.fujiwarabaird.com/

    LinkedIn: https://www.linkedin.com/in/fujiwarapm/

    Email: mfujiwara@rwbaird.com



    Show notes:

    [2:56] How collaborating with Justin Breen is like

    [9:25] Mark’s journey to success

    [13:06] On his authenticity as the ikigai

    [17:59] Being a hundred percent present with his family

    [22:08] People are doing more instead of doing less

    [24:53] Mark’s new book: Achieving Results

    [30:42] What does money mean to Mark?

    [40:39] Where to find Mark

    [44:06] Outro

     

    Connect with Bill Bloom 

    Web: https://www.bloomfinancialco.com/

    https://bloomfinancialco.kartra.com/page/bNJ87

    Email: bill@bloomfinancial.us 

    LinkedIn: https://www.linkedin.com/in/bloomfinancial/

    FB: https://www.facebook.com/retireasyoudesirepodcast

     

    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

     

    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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    44 mins
  • May 16 2022

    In today’s Money Monday episode, Bill talks about adapting to the changes in life can help you get to where you want to be. When you set off to either start a new career or a new job post and you are in transition, sometimes things never work out the way you want them to. Nothing goes according to plan. What’s important is to stay consistent with your goal, ask for help, and be prepared to adapt to the changes that life may bring.

     

    Show notes:

    [1:25] How do you get to your destination?

    [2:56] You have to be able to adjust to different scenarios in life

    [3:56] Ask for advice and mentorship

    [5:17] Staying on course is all about being consistent

    [6:34] Outro

     

    Connect with Bill Bloom 

    Web: https://www.bloomfinancialco.com/

    https://bloomfinancialco.kartra.com/page/bNJ87

    Email: bill@bloomfinancial.us 

    LinkedIn: https://www.linkedin.com/in/bloomfinancial/

    FB: https://www.facebook.com/retireasyoudesirepodcast

     

    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

     

    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

     

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    7 mins

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