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Radio Show #34: Navigating a Volatile Stock Market

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Manage episode 477048284 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.

Market volatility can rattle even the most seasoned investors, but what if it didn’t have to? This week’s show is all about the concerns investors are having right now due to uncertainty in the market. Scott and Shawn tackle one of the biggest questions in retirement planning: how to stay calm, confident, and strategic when the market is anything but.

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

📉 Bull vs. bear markets—and why definitions matter

🧠 How behavioral finance explains panic-selling

⏳ The cost of missing the market’s best days

⚖️ Risk analysis and rebalancing during market dips

💡 Using volatility to your advantage with tools like Roth conversions

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 477048284 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.

Market volatility can rattle even the most seasoned investors, but what if it didn’t have to? This week’s show is all about the concerns investors are having right now due to uncertainty in the market. Scott and Shawn tackle one of the biggest questions in retirement planning: how to stay calm, confident, and strategic when the market is anything but.

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

📉 Bull vs. bear markets—and why definitions matter

🧠 How behavioral finance explains panic-selling

⏳ The cost of missing the market’s best days

⚖️ Risk analysis and rebalancing during market dips

💡 Using volatility to your advantage with tools like Roth conversions

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

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