Retire With Integrity Podcast with Brian Bowen

Markets and Investing

Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.

Location:

United States

Description:

Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.

Language:

English

Contact:

9193781410


Episodes

Mailbag: How Can I Save on My Taxes?

2/2/2023
With tax season upon us, you might be wondering what areas you can save on with your taxes. The goal is to keep as much of your own money as possible and proper planning can help you accomplish that. Today we'll answer two questions from the mailbag about taxes. Here are the questions Brian answers today: (0:17)(3:09)(6:42) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:13:02

Investing Like a Genius

1/26/2023
What does it mean to invest like a genius? We talk about the common characteristics among intelligent people and how you can apply those characteristics to your investing strategies. Then, Brian answers two questions from the mailbag about money in retirement. Here’s what we discuss on today’s show: (0:42)(2:52)(6:52)(10:49)(17:47) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:23:08

Financial Resolutions for 2023

1/19/2023
How are your resolutions doing so far? If you haven’t made any yet or have dropped the ones you started, maybe it’s time to pick up some financial resolutions. Brian talks about what you’ll want to do to get the year started off right. Then we talk about some things that happen in life, good and bad, and how to prepare for them financially. Here’s what we discuss on today’s show: (0:12)(4:12)(5:59)(11:04)(12:32)(15:09)(18:19) Get Additional Information:...

Duration:00:22:48

How to Make Your Money Last

1/12/2023
If inflation is the silent killer of retirement planning, what can you do about it? On today's show, Brian talks through the rule of 72, how it relates to inflation, and how understanding this rule can impact your financial plan. Whether it’s real estate, the stock market, or business growth, apply the rule of 72 to see how long it takes to grow your money into what you need. We'll also talk about how people handle risk throughout their lives and how risk, inflation, and stock market...

Duration:00:17:08

Mailbag: Which House To Pay Off, Do I Have Enough To Retire

1/5/2023
We all want to know that we have enough for retirement when the time comes. Brian answers a question from the mailbag from someone who previously thought she couldn’t afford retirement but has since realized her pension would provide more than she thought. Is it enough to retire though? How do you figure that out? Here are the listener questions Brian answers today: (0:12)(11:31) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:18:47

Ep 41: The Financial House

1/1/2023
Over 30 years ago, a mentor in the business taught about “The Financial house”. With the New Year here, we want to help you get your Financial House in order. Every house needs a good foundation, and this lesson will help you make sure your foundation is strong. Let’s jump in! Here's some of what you’ll learn on this episode: (3:57)(6:11)(12:44)(18:47) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:34:12

Should You Get a Charitable Trust?

12/29/2022
You may have heard of a donor-advised fund, but is that really what you should have as a part of your financial plan? Brian talks about another option you might want to know about: charitable trusts. He shares more about the different types of charitable trusts and why you might want to consider them. Then, he plays “fact or fiction” about these financial ideas and decisions. Here’s what you’ll learn about on today’s show: (0:12)(10:28)(11:15)(13:03)(14:34) Get Additional Information:...

Duration:00:17:42

Financial Wisdom from Coaches

12/21/2022
Some of the greatest coaches inspire their teams to do well. Today we look at quotes from famous coaches and apply the same wisdom to our financial lives. Then, we discuss the seven deadly sins and how to avoid them when saving, spending, and strategizing with your money. Here’s what you’ll learn on today’s show: (0:13)(5:51)(7:08)(9:20)(9:37)(16:47)(18:33)(19:27) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:21:05

Naughty or Nice: Financial Advisors

12/15/2022
“Making a list, checking it twice, going to find out who’s naughty or nice…” Which of these financial advisor scenarios would put an advisor on the naughty list? Brian shares what he thinks about these situations and what is expected of a trustworthy advisor. Which one of these things are naughty and which ones are nice? Listen to find out! (0:24)(4:20)(7:41)(10:09)(13:43) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:15:16

Should I Have Mutual Funds?

12/8/2022
Mutual funds have been a popular way to invest, but are they what’s best for your financial plan? Brian talks about what happens with a mutual fund, who has them, and what might be a better fit instead. According to Brian, mutual funds are kind of like driving a 1987 Astrovan. Is that the kind of vehicle you want to travel in? Here’s what you’ll learn about mutual funds on the show: (0:13)(4:00)(6:01)(7:12)(9:41)(16:15) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:22:59

Roth Conversions Before the End of the Year

12/1/2022
Before we close out 2022, have you considered whether or not a Roth conversion is the right move for you? Brian talks a lot about Roth conversions on the show, and today gives examples of how it can pay off in the long-run. Then we talk about the reasons why people hold onto too much cash and how to invest it better. Here’s what you’ll learn from today’s podcast: (0:12)(7:25)(10:52)(15:13)(20:11) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:22:43

The Season of Charitable Giving

11/22/2022
As we prepare for Thanksgiving, a lot of us are giving thanks for what we have. Many are also considering making charitable gifts to different charities before the year ends. Brian talks about the value of charitable giving and also explains the rules behind the gift tax. But first, he answers two questions from the mailbag. Here’s what we talk about on today’s show: (0:15)(4:18)(9:21)(19:33) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:23:07

Retirement Planning with Mr. Miyagi

11/17/2022
Financial planning is not the same for everybody, so it’s important to have a plan. Living below your means, saving, and investing can get you far. Just like Mr. Miyagi in the movie Karate Kid teaches discipline, you need to have discipline with your financial plan. Then, we talk about why some people don’t want to retire. Here’s what we talk about on today’s show: (0:26)(4:25)(5:38)(9:51)(13:59) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:16:56

Stock Market Shenanigans

11/10/2022
What kind of questions and concerns do people have with the stock market right now? A lot is happening with a volatile market, so how does Brian respond? What kind of financial decisions should you make with your investments? Brian shares what strategies have worked for some of his clients. Here are the scenarios we discuss on today’s show: (0:12)(10:54)(16:03) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:23:26

What Football and Retirement Planning Have in Common

11/3/2022
Now that we are in the heart of football season, what can we learn from the game? Coach Brian is here to guide you through what you need to know when it comes to your financial plan. We compare different football analogies to retirement planning to help you understand where you’re headed and find out if you’re making the right decisions. But first, we answer some questions from the mailbag. Here are the scenarios we discuss on today’s show: (0:12)(2:40)(9:19)(15:17)(16:51) Get Additional...

Duration:00:19:55

Mailbag: Do I Need to Start a Budget Before Retirement?

10/27/2022
No one likes to talk about a budget, but is it wise to start one before going on a fixed income in retirement? Brian talks about what a budget or a spending plan can look like and why it matters. From investing choices to small business decisions, Brian answers three questions on today’s show. Here are the scenarios we discuss on today’s show: (0:12)(2:38)(6:39) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:13:25

How Often Do These Financial Situations Happen?

10/20/2022
Is this common or rare? We go through five scenarios that may happen throughout your financial life. Brian shares how often he sees these situations occur among his clients and how he helps people navigate through them. You may be surprised by some of his answers! Here are the scenarios we discuss on today’s show: (0:23)(4:32)(6:23)(9:24)(14:27) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:19:22

Avoiding Retirement Catastrophes

10/13/2022
What kind of retirement catastrophe can happen if you don’t plan? Right now, inflation is hitting hard, but that can often get overlooked. What other kind of hidden costs could you face? Getting sound advice on the whole picture could save you in the long-run. Later in the show, Brian answers three questions from the mailbag. Today's show schedule: (0:12)(4:03)(7:35)(10:15)(13:48) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:16:59

What We Can Learn from Seinfeld

10/6/2022
What can we learn about retirement from Jerry Seinfeld? We will review some Seinfeld quotes and consider how they apply to your finances. Let’s also talk about your most significant financial assets. Are you leveraging these assets or overlooking them? Today's show schedule: (0:24)(3:42)(6:41)(10:23)(14:17)(17:00) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:21:12

The Cost of Long-term Care

9/29/2022
Many retirees overlook long-term care, something that Medicare does not cover. How can someone plan for long-term care? The cost of long-term care insurance may seem too expensive, but consider the cost of that care, later on, should you need it. Today's show schedule: (0:21)(8:00)(11:09)(17:48) Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:24:15