Many of us can relate to the frustration of a messy garage. Despite our best efforts to keep it tidy, it doesn’t take long before the space fills with tools, holiday decorations, and things we don’t even remember storing. Our finances are no different. Over time, we accumulate 401(k)s from previous jobs, old IRAs, deferred compensation plans, and insurance policies- creating our own “financial garage” of clutter.
So, how can we make sense of it all? In today’s episode, we’ll explore practical steps to clear the financial chaos and bring everything into focus.
Here’s some of what we discuss in this episode:
- Some concerns and risks of having too much clutter in your financial garage
- How a financial advisor can assist you in getting organized
- The benefits of taking inventory of financial accounts, consolidating assets, and aligning your long-term goals
- How do you know if you have a financial garage that needs cleaning?
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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