One wrong move near the finish line can change everything—and retirement is no different. Using the Winter Olympics as a powerful parallel, Edgar Torres explores how market volatility, taxes, and healthcare costs can derail even the most carefully built retirement plan. The conversation focuses on the often‑overlooked risks that show up as people transition from saving to spending, and why protecting assets becomes just as important as growing them. Edgar shares perspective on diversification, tax strategy, and planning for the unexpected, helping listeners think more intentionally about how to approach the “downhill” phase of retirement.

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

One wrong move near the finish line can change everything&mdash;and retirement is no different. Using the Winter Olympics as a powerful parallel, Edgar Torres explores how market volatility, taxes, and healthcare costs can derail even the most carefully built retirement plan. The conversation focuses on the often‑overlooked risks that show up as people transition from saving to spending, and why protecting assets becomes just as important as growing them. Edgar shares perspective on diversification, tax strategy, and planning for the unexpected, helping listeners think more intentionally about how to approach the &ldquo;downhill&rdquo; phase of retirement.
Whether you have questions, need assistance, or want to explore how we can help you achieve your financial goals, we&rsquo;re here to listen and help provide the support you need. Click&nbsp;<a href="https://bloomfinservices.com/contact/">here</a> to schedule appointment or call 512-710-5516

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 planning, investment strategy, and building a lasting legacy. ‘The Retirement Journey’ is available wherever you find your favorite podcasts and is ready to keep you confident and informed about wherever your financial future is taking you.

Welcome to &lsquo;The Retirement Journey,&rsquo; 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 planning, investment strategy, and building a lasting legacy. &lsquo;The Retirement Journey&rsquo; is available wherever you find your favorite podcasts and is ready to keep you confident and informed about wherever your financial future is taking you.