The Retirement Journey
The Retirement Journey
Welcome to ‘The Retirement Journey,’ featuring Edgar Torres of Bloom Financial Private Wealth Management!Join us each week as we dive into the wide world of financial planning. Saving and building for your future involves much more than tracking the bottom line of an account every month. With each episode, Edgar and co-host Kacey Biddy discuss current topics including daily finances, retirement pl…Social links:
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Legacy Planning: It’s Not Just for Millionaires
Is legacy planning just for the ultra-wealthy? In this episode, host and investment advisor representative, Edgar Torres of Bloom Financial Private Wealth Management breaks down why everyone needs a plan for their assets, wishes, and family harmony. Edgar shares real-life stories about the risks of…
18:42Clean
Setting Your Financial Rudder for the New Year
How do you set the right financial course as you step into a new year? In this episode, host and investment advisor representative, Edgar Torres of Bloom Financial Private Wealth Management discusses the power of small, intentional changes in your retirement strategy. Edgar shares practical insight…
22:44Clean
Winterize Your Wallet: Year-End Moves for 2026 Success
Is your financial plan ready for the new year, or is it stuck in last season’s routine? In this episode, Edgar Torres of Bloom Financial shares practical steps for your year-end financial checklist, from reviewing goals and topping off contributions to smart tax moves and charitable giving. Discove…
19:09Clean
Are Your Habits Aging Your Retirement Plan?
Scrolling your phone at bedtime can age your brain—but what about the habits that age your retirement plan? In this episode, Edgar Torres of Bloom Financial breaks down the financial missteps that can sabotage your future, from waiting to save and missing company matches, to spending without a budg…
20:08Clean
Beyond Stocks & Bonds: Exploring the Power of Structured Notes
Curious about structured notes and how they fit into your retirement plan? In this episode of The Retirement Journey Podcast, Edgar Torres breaks down the basics of structured notes—what they are, how they work, and why they might be worth considering. Learn how these customizable investments diffe…
13:42Clean
From Brisket to Bloom: Edgar Torres’ Retirement Recipe
What inspires someone to help thousands bloom financially? In this episode, Edgar Torres shares his journey from guiding teachers and public servants through pension benefits to helping families and business owners build futures that fit their lives. Discover how Edgar’s personal story shaped his a…
20:08Clean
Not Your Average Buffet: What ETFs Really Bring to the Table
What do Indian food, salsa, and investment portfolios have in common? In this flavorful episode of The Retirement Journey, Edgar Torres tackles the world of alternative investments using relatable analogies and real-life stories. From ETFs to asset classes, Edgar breaks down how diversification isn…
20:48Clean
Not Your Average Buffet: What ETFs Really Bring to the Table
What do Indian food, salsa, and investment portfolios have in common? In this flavorful episode of The Retirement Journey, Edgar Torres tackles the world of alternative investments using relatable analogies and real-life stories. From ETFs to asset classes, Edgar breaks down how diversification isn…
20:48Clean
From Grudge Buy to Lifeline: Rethinking Life Insurance
What if the most overlooked financial tool could be the one that saves your family from crisis? In this episode of The Retirement Journey, Edgar Torres, founder of Bloom Financial, unpacks the emotional and practical sides of life insurance. From common misconceptions to flexible coverage options f…
24:27Clean
From Grudge Buy to Lifeline: Rethinking Life Insurance
What if the most overlooked financial tool could be the one that saves your family from crisis? In this episode of The Retirement Journey, Edgar Torres, founder of Bloom Financial, unpacks the emotional and practical sides of life insurance. From common misconceptions to flexible coverage options f…
24:27Clean