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Radio Show #19: Looks Can Be Deceiving

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Manage episode 438932622 series 3573568
Contenuto fornito da Bulman Wealth Group. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Bulman Wealth Group o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

The old tale of the tortoise and the hare teaches us that looks can often be deceiving, but how does that lesson apply to the world of finance and financial planning? In an era where influencers on social media get loads of attention for looking the part, ultimately you still have to put in the work to achieve your financial goals.
Here’s some of what we discuss in this episode:

  • The impacts of financial influencers on social media.
  • Becoming a millionaire “the boring way.”
  • Avoiding silly financial mistakes.
  • Instilling good financial habits in your children.
  • How planning can give you the financial freedom you need to retire on your timeline.

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.

  continue reading

22 episodi

Artwork
iconCondividi
 
Manage episode 438932622 series 3573568
Contenuto fornito da Bulman Wealth Group. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Bulman Wealth Group o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

The old tale of the tortoise and the hare teaches us that looks can often be deceiving, but how does that lesson apply to the world of finance and financial planning? In an era where influencers on social media get loads of attention for looking the part, ultimately you still have to put in the work to achieve your financial goals.
Here’s some of what we discuss in this episode:

  • The impacts of financial influencers on social media.
  • Becoming a millionaire “the boring way.”
  • Avoiding silly financial mistakes.
  • Instilling good financial habits in your children.
  • How planning can give you the financial freedom you need to retire on your timeline.

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.

  continue reading

22 episodi

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