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September 9, 2024 51 mins

The old tale of the tortoise and the hare teaches us that looks can often be deceiving, but how does that lesson apply to the world of finance and financial planning? In an era where influencers on social media get loads of attention for looking the part, ultimately you still have to put in the work to achieve your financial goals. 

Here’s some of what we discuss in this episode:

  • The impacts of financial influencers on social media. 
  • Becoming a millionaire “the boring way.”
  • Avoiding silly financial mistakes. 
  • Instilling good financial habits in your children. 
  • How planning can give you the financial freedom you need to retire on your timeline. 


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 ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.

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