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 #28: Debunking Six Money Myths

51:40
 
Share
 

Manage episode 449566036 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.

This week’s episode is all about busting some common myths that we hear and read about. A recent article from Fidelity spared the idea and Scott and Shawn are going to debunk six money myths. We’re covering things like income planning, healthcare, legacy planning and more.
Here’s some of what we discuss in this episode:

  • Myth number 1: It’s not worth saving if I can only save a small amount.
  • Myth number 2: The stock market is too risky for my retirement money.
  • Myth number 3: I’m young so I don’t need to save for retirement.
  • Myth number 4: There’s no way of knowing how much money I’ll need in retirement.
  • Myth number 5: All debt is bad.
  • Myth number 6: Credit cards should be avoided.

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 449566036 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.

This week’s episode is all about busting some common myths that we hear and read about. A recent article from Fidelity spared the idea and Scott and Shawn are going to debunk six money myths. We’re covering things like income planning, healthcare, legacy planning and more.
Here’s some of what we discuss in this episode:

  • Myth number 1: It’s not worth saving if I can only save a small amount.
  • Myth number 2: The stock market is too risky for my retirement money.
  • Myth number 3: I’m young so I don’t need to save for retirement.
  • Myth number 4: There’s no way of knowing how much money I’ll need in retirement.
  • Myth number 5: All debt is bad.
  • Myth number 6: Credit cards should be avoided.

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