Description

In this week’s show, Chris and Scott share personal anecdotes, including Chris's experience teaching his children about investing, and the importance of starting financial education early. They also explore the generational differences in retirement planning and savings habits, and provide actionable insights into creating a robust financial plan. 

Tune in to learn about the Rule of 72, the 4% rule, and strategies for managing your investments, taxes, healthcare, and legacy planning.

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

• A lot of clients struggle to communicate with their kids about financial literacy.
• Why the younger generations are in a great position if they can begin investing early.
• More than half of Americans surveyed feel they’re behind on retirement planning. 
• Is there a set target amount of wealth for retirement?
• The five key areas of a solid financial plan. 
• The different rules of thumb in financial planning and whether they’re effective.

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.