PODCAST

Ep 8: Pulling the Positives from a Negative Economy

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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

https://www.naahq.org/november-2022-inflation-tracker

 


All 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.

Opinions expressed herein are solely those of Chris Bulman Inc. dba 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 as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Investment advisory services are offered through Chris Bulman Inc dba Bulman Wealth Group, an SEC Registered Investment Advisor. Insurance products and services are offered through Chris Bulman, Inc. dba BWG Insurance Agency and Ameritas Life Insurance Corp., CA State Insurance License # 0M46922. Being registered as an investment advisor does not imply a certain level of skill or training.

Bulman Wealth Group, BWG Insurance Agency and Ameritas Life Insurance Corp. are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Any statements or opinions expressed should in no way be construed or interpreted as a solicitation to sell, or offer to sell, advisory services to any residents of any State other than the States where otherwise legally permitted.

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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.

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HOW TO CONNECT WITH BULMAN WEALTH GROUP

At Bulman Wealth Group, we believe everyone should live the retirement that they’ve always wanted. We understand that there’s more to retirement planning than just savings and investments. While these are important, we advocate a broader approach. In our view, there are five key components to a comprehensive retirement strategy. These include investment, income, taxes, health care planning, and legacy planning. By addressing each of these we guide you in charting a course towards a fulfilling retirement. 

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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.

Any statements or opinions expressed should in no way be construed or interpreted as a solicitation to sell, or offer to sell, advisory services to any residents of any State other than the States where otherwise legally permitted. Advisory services are offered through Chris Bulman Inc. dba Bulman Wealth Group and Brookstone Wealth Advisors (BWA), Registered Investment Advisors. Insurance products and services are offered and sold through Chris Bulman Inc. dba BWG Insurance Agency.