27 min
Ep 4: Navigating a Potential Recession Your Financial Compass with Bulman Wealth Group
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- Investing
Today we want to approach the conversation of navigating a recession from a few specific angles. First, how did we get here and what’s causing it? Then we’ll look at some of the past recessions and see what we can learn from that experience. And finally, what are some of the practical things we can do to reduce our risk during a recession?
By the end of this conversation, hopefully you will have learned something about recessions and picked up an action item to apply to your financial plan.
Here is some of what you will learn in this episode:
· How did we get here and what factors have led us to a recession? (2:41)
· The strength of the dollar and the issues it causes around the world. (6:04)
· What can we learn from past recessions? (11:52)
· What can you do now to prepare for a recession? (17:33)
· Now is the time to assess the risk in your portfolio and make any necessary adjustments. (21:01)
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.
Today we want to approach the conversation of navigating a recession from a few specific angles. First, how did we get here and what’s causing it? Then we’ll look at some of the past recessions and see what we can learn from that experience. And finally, what are some of the practical things we can do to reduce our risk during a recession?
By the end of this conversation, hopefully you will have learned something about recessions and picked up an action item to apply to your financial plan.
Here is some of what you will learn in this episode:
· How did we get here and what factors have led us to a recession? (2:41)
· The strength of the dollar and the issues it causes around the world. (6:04)
· What can we learn from past recessions? (11:52)
· What can you do now to prepare for a recession? (17:33)
· Now is the time to assess the risk in your portfolio and make any necessary adjustments. (21:01)
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.
27 min