Retire With Integrity Podcast with Brian Bowen-logo

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.

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

Traits of a Millionaire

1/13/2022
What do most millionaires have in common? We discuss traits and habits of millionaires that you may want to consider when saving for your own future. Today's show schedule: 0:12 - What traits do most millionaires share? 1:30 - What sources of income could you have? 6:36 - Are you visualizing your future self? Get Additional Information: https://financialplanningva.com/podcast/

Duration:00:09:50

Is An Annuity Right For You?

1/6/2022
Annuities are tools some use as a part of their financial plan, but is it the right tool for you? Brian discusses what you need to know and look for when considering an annuity. Get additional information: https://financialplanningva.com/podcast/is-an-annuity-right-for-you-2/ Today's show schedule: 0:12 - Economists say annuities are underutilized among retirement planners. 2:47 - A lot of annuities are not good, even though they are compliant and legal. 5:15 - Some annuities are...

Duration:00:08:17

The Client Experience with a Good Financial Advisor

12/30/2021
What can you really expect when working with an advisor who has your best interests in mind? How much can you withdraw in retirement? Find out how Brian approaches his work with clients. Get additional information: https://financialplanningva.com/podcast/the-client-experience-with-a-good-financial-advisor/ Today's show schedule: 0:12 - How does Brian stand out from other financial advisors? 5:06 - Does the four percent rule still apply with inflation? 6:49 - Brian shares about a...

Duration:00:10:46

The Fruitcake of the Financial World

12/21/2021
Ready for a slice of fruitcake this holiday season? How about some guaranteed income? Brian talks about the CARES Act, early withdrawals, and annuities in today’s show. Get additional information: https://financialplanningva.com/podcast/the-fruitcake-of-the-financial-world/ Today's show schedule: 0:12 - What happens when you make an early withdrawal? 3:12 - Are the people in their 30s and 40s investing enough? 5:16 - Brian shares a client story about someone sitting on lazy...

Duration:00:11:15

Planning for Inflation

12/16/2021
How does inflation fit into your plan? Without knowing what the future holds, how can you prepare for possible inflation down the line? Brian talks about how to make a plan that works for you. Get additional information: https://financialplanningva.com/podcast/planning-for-inflation/ Today's show schedule: 0:12 - What can you do to protect against price increases? 4:57 - Should you have money sitting in the bank? 7:04 - How much do you need?

Duration:00:10:51

Working With The Right Professionals

12/9/2021
Working with a professional has a lot of advantages when it comes to your retirement. Are you working with someone on a strategic plan for taxes in retirement? Get additional information: https://financialplanningva.com/podcast/working-with-the-right-professionals/ Today's show schedule: 0:12 - What would you sacrifice in order to retire sooner? 3:44 - Are you working with someone to create a tax strategy?

Duration:00:10:42

Having a Plan and Sticking with It

12/2/2021
Do you have a financial plan that is ready to withstand whatever the next year may hold? We talk about sophomore slumps, real estate, and stock market volatility in today’s episode. Get additional information: https://financialplanningva.com/podcast/having-a-plan-and-sticking-with-it/ Today's show schedule: 0:12 - Are we due for a “sophomore slump” in the stock market next year? 1:43 - What should you consider about investing in real estate? 6:24 - What do some people use for...

Duration:00:10:54

End of the Year Planning

11/23/2021
What are you doing for year-end planning? Have you met with your financial advisor yet to discuss these things? Get additional information: https://financialplanningva.com/podcast/end-of-the-year-planning/ Today's show schedule: 0:12 - What can you be doing for end-of-the-year planning? 3:02 - Should you do a Roth conversion? 7:45 - What do CPAs think?

Duration:00:10:25

Are Early Retirees Actually Ready?

11/18/2021
Priorities have shifted in the pandemic, but are you really ready to retire early? What will inflation or taxes do to your nest egg? Get additional information: https://financialplanningva.com/podcast/are-early-retirees-actually-ready/ Today's show schedule: 0:12 - Are people truly ready to retire early? 5:43 - How much is inflation really impacting you?

Duration:00:11:00

Supply Chain Shortages and Rising Inflation

11/11/2021
While we’re all ready for the pandemic to be over, it still is having an impact on things like supply chain shortages and rising inflation. We talk about what people fear when it comes to their retirement as well as what to keep an eye on this winter. Get additional information: https://financialplanningva.com/podcast/supply-chain-shortages-and-rising-inflation/ Today's show schedule: 0:12 - The caution light is on for investors with the pandemic. 2:21 - People are worried about...

Duration:00:08:38

Realistic Expectations in Retirement

11/4/2021
Have you set realistic expectations for the future? It’s important your financial plan supports the visions you have for retirement. We talk through several areas to consider to make sure your goals and realities align. Get additional information: https://financialplanningva.com/podcast/realistic-expectations-in-retirement/ Today's show schedule: 0:12 - Do you have realistic expectations for retirement? 1:33 - Can you handle debts? 3:38 - Did you invest in the right buckets? 4:56...

Duration:00:08:07

Are You Worried About Market Volatility?

10/28/2021
How can you protect your financial investments from market volatility? We talk about whether you should worry about it and what wise decisions you can make now that will pay off in the long run. Get additional information: https://financialplanningva.com/podcast/are-you-worried-about-market-volatility/ Today's show schedule: 0:13 - Should you be concerned about market volatility? 3:59 - What should a financial advisor help you consider? 6:19 - Are Roth IRAs on their way out?

Duration:00:11:00

Consider the Taxes Before Making the Investment

10/21/2021
When you make an investment, are you considering the long-game and tax implications in the future? On today’s show, we are discussing tax consequences you should keep in mind when investing. Get additional information: https://financialplanningva.com/podcast/consider-the-taxes-before-making-the-investment/ Today's show schedule: 0:12 - Are there any tax moves that can help with our investment strategy? 2:52 - What should you do with a real estate investment? 5:52 - What are the...

Duration:00:10:52

Long-Term Care Investment Vehicles

10/14/2021
What options do you have when it comes to paying for long-term care expenses? Today, we’ll discuss if you should invest in long-term care insurance or seek out other solutions. Get additional information: https://financialplanningva.com/podcast/long-term-care-investment-vehicles/ Today's show schedule: 0:12 - Long-term care costs are significant. Should you have long-term care insurance? 2:35 - What’s the internal rate of return? 5:27 - What’s your projected return on an...

Duration:00:08:29

And It's Gone! Financial Lessons From South Park

10/7/2021
Worried that as soon as you invest in something you’ll turn around only to hear, “And…it’s gone!” There’s risk in any investment, but it’s important to understand what kind of risk you are taking on when it comes to your money. Read more and get additional financial resources here: https://financialplanningva.com/podcast/understanding-risk-and-protecting-your-investments-2/ Today's show schedule: 0:16 - “And it’s gone…” lesson from tv show South Park. 2:29 - People feel frustrated...

Duration:00:08:24

Bonds and Annuities: Trash or Treasure?

9/30/2021
One man’s trash is another man’s treasure. So, which is it when it comes to bonds and annuities? Brain discusses some key things to know about both on today’s episode. Read more and get additional financial information: https://financialplanningva.com/podcast/bonds-and-annuities-trash-or-treasure/ What we discuss: 0:12 - What are the pros and cons of an annuity? 4:18 - The “Bond King” recently said bonds are trash. Are they?

Duration:00:07:50

Winning Financially With A Good Defense

9/23/2021
Similar to a football team, you want your financial plan to have a winning strategy. Are your investments and estate set up for success? Today, Brian is going to discuss having a defensive strategy for your retirement plan. Read more and get additional financial information: https://financialplanningva.com/podcast/winning-financially-with-a-good-defense/ What we discuss: 0:12 - Football is back! Which is better: a high score or a good defense? 4:54 - What happens if things go...

Duration:00:10:52

What is Your Freak Out Factor?

9/16/2021
Will you panic sell if the market tanks? How can you balance your investments against your risk tolerance as well as possible inflation? Today, Brian is going to talk about preparing for these situations. Read more and get additional financial resources here: https://financialplanningva.com/podcast/what-is-your-freak-out-factor What we discuss on this episode: 0:12 - Will you freak out if the stock market falls? 2:51 - Let’s compare to real estate investments. 5:39 - How long will...

Duration:00:11:13

What is Your Maximum Drawdown?

9/9/2021
How can you determine your risk tolerance and set up your investments in a way that will result in success? Today, Brian explains the maximum drawdown and how that relates to your financial plan. Read more and get additional financial resources here: https://financialplanningva.com/podcast/what-is-your-maximum-drawdown/(opens in a new tab) What we discuss on this episode: 0:13 - Do you have a short memory when it comes to the recession? 2:26 - What is maximum drawdown? 6:26 - The...

Duration:00:09:41

What’s Happening with the Real Estate Market?

9/2/2021
Are you considering making a move with your home or investment property? Brian talks through what decisions you may need to make if you choose to sell your home. Read more and get additional financial resources here: https://financialplanningva.com/uncategorized/whats-happening-with-the-real-estate-market/ What we discuss on this episode: 0:12 - Is now the time to downsize your home? 6:29 - What should you think about with real estate timing? 9:56 - Inventory changes over time.

Duration:00:10:59