Description

Scott is joined this week by Shawn McElmoyl to break down how to clean out and organize the financial garage in your home. They discuss why so many of us accumulate financial clutter and how it affects our financial health and peace of mind. Plus, we’ll provide steps to help declutter, organize, and optimize your financial assets.

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

• Consolidating old accounts into one place to have peace of mind and more options. 
• Understanding why you should or why you shouldn’t be invested in certain accounts. 
• The value in rebalancing your portfolio. 
• How getting your finances in order can help your family out down the line. 
• Once that financial garage is cleaned out, how do you maintain that organization?

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.