Artwork

Content provided by Bulman Wealth Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bulman Wealth Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Radio Show #19: Looks Can Be Deceiving

51:40
 
Share
 

Manage episode 438932622 series 3573568
Content provided by Bulman Wealth Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bulman Wealth Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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 [email protected]. You can also reach the team by phone at (916) 458-8199.

  continue reading

37 episodes

Artwork
iconShare
 
Manage episode 438932622 series 3573568
Content provided by Bulman Wealth Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bulman Wealth Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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 [email protected]. You can also reach the team by phone at (916) 458-8199.

  continue reading

37 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play