All too often, investors get hung up on the mistakes they’ve made instead of moving forward and thinking about what they need to do next. This week’s show is all about finding opportunities for improvement when mistakes are made so you’re optimizing your financial strategies in the future.
From income planning to understanding your risk number, they provide great insights to improve their financial health and achieve their long-term goals.
Here’s some of what we discuss in this episode:
- How we help our clients organize and structure their finances and investments.
- Why you should be investing for income.
- Educating clients on the case for growth.
- How some younger investors are perhaps too conservative in their investments.
- Navigating withdrawals as we enter retirement.
- How advisors can serve as intermediaries when discussing family finances.
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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