Radio Show #33: Why Would You Need An Advisor?
In a world where financial literacy is becoming increasingly essential, the message is clear: you don’t have to navigate this journey alone. This week’s show will serve as a reminder that you can have help preparing for the next chapter of life, and for many people, it makes all the difference. With retirement becoming more complex due to rising taxes, inflation, healthcare costs, and the decline of pensions, individuals are now responsible for more financial decisions than ever before.
Scott and Shawn offer a simple yet powerful framework: when it comes to your money, you’re either owning it (for growth) or loaning it (for income). They walk listeners through how to think about risk, return, and how different investments fit into a larger retirement plan.
Most importantly, this episode emphasizes that you don’t need to be an expert to create a strong financial future—you just need the right guidance. With a little education and a customized plan, you can approach retirement with confidence, not confusion.
Here’s some of what we discuss in this episode:
📊 You’re either owning or loaning your money—learn the difference
🧠 Most people are “part-time” investors facing full-time retirement challenges
📈 Stocks and bonds have different roles in a well-built plan
🧭 A solid financial plan covers income, taxes, healthcare, risk, and legacy
🙌 You don’t have to do it all alone—guidance makes a difference
Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.
