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DIY Retirement Plans: Are They Worth The Risk?
Manage episode 409612806 series 3402937
Вміст надано Bulman Wealth Group. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Bulman Wealth Group або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
With the abundance of online advice and self-directed retirement accounts gaining popularity, many are left wondering if going solo is the right move for them. In times of economic stability, it's easy to overlook potential risks and losses, especially when every investment seems like a winner. However, as markets fluctuate and retirement regulations evolve, the DIY approach could come with more risks than expected.
Here’s some of what we discuss in this episode:
- Can you keep your emotions out of the equation?
- Do you have the time to put in the research needed to reach you and your family’s goals?
- How are you protecting yourself from market downturns?
- As you approach retirement, it’s going to get more complicated
- The benefits of working with a financial professional + creating a plan that aligns with your goals
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.
Розділи
1. DIY Retirement Plans: Are They Worth The Risk? (00:00:00)
2. DIY Retirement Planning vs Financial Advisor (00:00:01)
3. Financial Disclaimer by Bowman Wealth Group (00:14:41)
39 епізодів
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