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Contenido proporcionado por Bulman Wealth Group. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bulman Wealth Group o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Radio Show #7: What Should You Do in a Market Downturn?

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Manage episode 424050254 series 3573568
Contenido proporcionado por Bulman Wealth Group. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bulman Wealth Group o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Send us a Text Message.

In this week’s show, we want to spend some time on an often daunting topic: market downturns. With over 20 years of experience in comprehensive financial planning, our team can offer invaluable advice on how to manage your investments and emotions during volatile times.

Over the course of this episode, we’ll covers investment strategies, the role of financial advisors, and the significance of regular communication with clients. Market downturns are inevitable, and even the most seasoned investors can't predict when they will occur. This unpredictability makes it crucial to have a robust financial plan in place.

Tune in for actionable insights and real-life examples to help you stay the course during financial uncertainties.

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

  • Are we headed towards a recession like many people are predicting?
  • The role emotions play in investing.
  • Our approach to communicating with clients during a down market.
  • Having a plan for how you distribute your money in retirement.
  • What actions can you take during a down market?

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

8 episodios

Artwork
iconCompartir
 
Manage episode 424050254 series 3573568
Contenido proporcionado por Bulman Wealth Group. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bulman Wealth Group o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Send us a Text Message.

In this week’s show, we want to spend some time on an often daunting topic: market downturns. With over 20 years of experience in comprehensive financial planning, our team can offer invaluable advice on how to manage your investments and emotions during volatile times.

Over the course of this episode, we’ll covers investment strategies, the role of financial advisors, and the significance of regular communication with clients. Market downturns are inevitable, and even the most seasoned investors can't predict when they will occur. This unpredictability makes it crucial to have a robust financial plan in place.

Tune in for actionable insights and real-life examples to help you stay the course during financial uncertainties.

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

  • Are we headed towards a recession like many people are predicting?
  • The role emotions play in investing.
  • Our approach to communicating with clients during a down market.
  • Having a plan for how you distribute your money in retirement.
  • What actions can you take during a down market?

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

8 episodios

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