In a world where financial literacy is becoming increasingly essential, the message is clear: you don’t have to navigate this journey alone. This week’s show will serve as a reminder that you can have help preparing for the next chapter of life, and for many people, it makes all the difference. With retirement becoming more complex due to rising taxes, inflation, healthcare costs, and the decline of pensions, individuals are now responsible for more financial decisions than ever before.
Here’s some of what we discuss in this episode:
📊 You’re either owning or loaning your money—learn the difference
🧠 Most people are “part-time” investors facing full-time retirement challenges
📈 Stocks and bonds have different roles in a well-built plan
🧭 A solid financial plan covers income, taxes, healthcare, risk, and legacy
🙌 You don’t have to do it all alone—guidance makes a difference
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.
