Radio Show #27: Finding Opportunities For Improvement
All too often, investors get hung up on the mistakes they’ve made instead of moving forward and thinking about what they need to do next. This week’s show is all about finding opportunities for improvement when mistakes are made so you’re optimizing your financial strategies in the future.
One area Shawn and Scott discuss is how they help their clients organize and structure their investments into something with clear goals along with investing for income. The pair also discuss how they educate clients on the case for growth in their portfolios as well as how some younger investors are more conservative in their investments than maybe they should be.
From income planning to understanding your risk number, they provide great insights to improve their financial health and achieve their long-term goals.
Here’s some of what we discuss in this episode:
• How we help our clients organize and structure their finances and investments.
• Why you should be investing for income.
• Educating clients on the case for growth.
• How some younger investors are perhaps too conservative in their investments.
• Navigating withdrawals as we enter retirement.
• How advisors can serve as intermediaries when discussing family finances.
Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.
