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November 11, 2024 51 mins

This week’s episode is all about busting some common myths that we hear and read about. A recent article from Fidelity spared the idea and Scott and Shawn are going to debunk six money myths. We’re covering things like income planning, healthcare, legacy planning and more. 

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

  • Myth number 1: It’s not worth saving if I can only save a small amount. 
  • Myth number 2: The stock market is too risky for my retirement money. 
  • Myth number 3: I’m young so I don’t need to save for retirement. 
  • Myth number 4: There’s no way of knowing how much money I’ll need in retirement. 
  • Myth number 5: All debt is bad. 
  • Myth number 6: Credit cards should be avoided. 

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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