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 insights on building a resilient foundation, balancing growth and guaranteed income, understanding annuities, and preparing for healthcare costs and longevity risk. Learn why individualized planning matters and how to tackle financial worries one step at a time. Whether you’re retiring soon or just want to strengthen your financial footing, this conversation offers guidance for navigating uncertainty in 2026.

Whether you have questions, need assistance, or want to explore how we can help you achieve your financial goals, we’re here to listen and help provide the support you need. Click here to schedule appointment or call 512-710-5516