Ep 8: Pulling the Positives from a Negative Economy

It’s not news that the economy has been quite turbulent over the past year and there’s been plenty of negativity to sift through as an investor. We can’t ignore those negative elements but we want to turn that around today and focus on the positive side of the current market conditions.

We’ll do that on this episode by breaking it into three parts:

  • Update on inflation and the monetary policy
  • Are we in a recession yet and what that looks like
  • Planning now can help you live your life

Hopefully this episode will provide a little more clarity into what we’re facing right now and the steps you can take to get ahead of a possible recession in 2023.

Here is some of what you will learn in this episode:

  • The updated figures on inflation that’s led to this downturn. (3:14)
  • What’s next for inflation and what other actions will the Fed take? (6:26)
  • Are we in a recession? (9:50)
  • What actions can we take right now to prepare for a recession and best position ourselves? (15:25)
  • Why you need to be assessing whether you should be changing the framework of your investments? (21:00)

If you have any questions about what we discussed or anything else in your financial plan, email us at office@bulmanwealth.com

Resources referenced on this show:
https://www.cnbc.com/2022/11/14/fed-vice-chair-brainard-says-it-may-soon-be-appropriate-to-move- to-slower-pace-of-rate-hikes.html




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At Bulman Wealth Group, we believe everyone should live the retirement that they’ve always wanted. To do that, we feel you need to look beyond savings and investment. We believe—that’s what you’ve been taught to look after—but we think there are actually five pillars of retirement planning that need your consideration including investment, income, taxes, health care planning and legacy planning.

Use the buttons below to learn more about our services and the five pillars of retirement planning. You can also book a 30-minute discovery call with the team below, or by calling (916) 458-8199 with your questions.




Ep 7: What Exactly is a Trust?

Today we want to spend some time really delving into what a trust is and why someone would choose this over a will. To help us with this topic, we’ve invited Mike Bennett of MCB Estate Planning to the show. He’s one of our estate planning partners who has more than two decades of experience and understands the ins and outs of a well-constructed estate plan.

Listen Now »

The following content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Opinions expressed are solely those of Bulman Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed accuracy and completeness, and does not purport to be a complete analysis of the materials discussed.

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