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Radio Show #18: The Role of a Financial Advisor
Manage episode 437904915 series 3573568
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There are often misconceptions when it comes to financial advising, but knowing the role of an advisor and how to find one that fits you will help ease many of the questions or concerns people might have. In this week’s show, Chris and Scott share insights on common misconceptions about financial advisors, the importance of trust, and lessons learned from the financial mistakes of celebrities and athletes.
Here’s some of what we discuss in this episode:
- Some common misconceptions that people have when they’re looking for a financial advisor.
- How to handle people coming out of the woodwork when you gain large amounts of wealth.
- The difference between an independent financial advisory firm and a big box corporation.
- Stories about people who have received bad financial advice.
- Tax considerations when estate planning.
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.
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