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Radio Show #20: Cleaning Out The Financial Garage
Manage episode 440193290 series 3573568
Bulman Wealth Group에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Bulman Wealth Group 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Scott is joined this week by Shawn McElmoyl to break down how to clean out and organize the financial garage in your home. They discuss why so many of us accumulate financial clutter and how it affects our financial health and peace of mind. Plus, we’ll provide steps to help declutter, organize, and optimize your financial assets.
Here’s some of what we discuss in this episode:
- Consolidating old accounts into one place to have peace of mind and more options.
- Understanding why you should or why you shouldn’t be invested in certain accounts.
- The value in rebalancing your portfolio.
- How getting your finances in order can help your family out down the line.
- Once that financial garage is cleaned out, how do you maintain that organization?
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.
30 에피소드
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