Market volatility can rattle even the most seasoned investors, but what if it didn’t have to? This week’s show is all about the concerns investors are having right now due to uncertainty in the market. Scott and Shawn tackle one of the biggest questions in retirement planning: how to stay calm, confident, and strategic when the market is anything but.
Here’s some of what we discuss in this episode:
📉 Bull vs. bear markets—and why definitions matter
🧠 How behavioral finance explains panic-selling
⏳ The cost of missing the market’s best days
⚖️ Risk analysis and rebalancing during market dips
💡 Using volatility to your advantage with tools like Roth conversions
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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