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Episodes

Episode #19: Defining Pass-Through Deductions

11/15/2018
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Join us as we examine a tax-planning strategy that could save you money. Brian unpacks the idea of pass-through deductions. For more in-depth information, explore our blog here:https://financialplanningva.com/episode-19-defining-pass-through-deductions/

Duration:00:06:47

Episode #18: Developing Multiple Income Streams

11/8/2018
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Most people spend their working years cultivating one income. However, in retirement, it's essential to develop multiple income streams. Brian explains. For more in-depth information, explore our blog here:https://financialplanningva.com/episode-18-multiple-income-streams/

Duration:00:07:50

Episode #17: Year-End Taxes

11/1/2018
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We are quickly approaching 2019, and it's time for some year-end tax planning. Have you taken your RMDs? Be sure you've considered your tax liabilities. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-17-year-end-taxes/

Duration:00:08:18

Episode #16: Stock Market Update

10/25/2018
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The stock market has recently experienced negative volatility. Discover what it might mean for your investments and the economy moving forward. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-16-stock-market-update/

Duration:00:11:29

Episode #15: Couples Counseling

10/18/2018
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Sometimes we serve as a psychologist and provide financial counseling to couples. Learn how we bridge the financial gap amongst quarreling spouses. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-15-couples-counseling/

Duration:00:06:58

Episode #14: Don't Forget About Taxes

10/11/2018
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Your retirement plan might look perfect...until you account for taxes. Don't forget this crucial element of financial planning. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-14-dont-forget-taxes/

Duration:00:07:26

Episode #13: Traditional Versus Roth 401(k) Accounts

10/4/2018
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As you approach retirement, understand the different investment options that are available. Know the difference between a Roth and traditional 401(k). For more in-depth information, explore our blog here: https://financialplanningva.com/episode-13-traditional-versus-roth-401k/

Duration:00:09:03

Episode #12: Advice For Entrepreneurs

9/27/2018
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We live in an age of unprecedented entrepreneurship - see Apple and Amazon. Brian shares advice for entrepreneurs wanting to invest in the next big company. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-12-advice-entrepreneurs/

Duration:00:07:10

Episode #11: One Liners

9/20/2018
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Everyone loves Yogi Berra quotes. Discover how his quips might apply to the world of finance. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-11-one-liners/

Duration:00:08:05

Episode #10: Lessons From Space Invaders

9/13/2018
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Let's reminisce about a time when video games were an entirely new concept. It was the early 80s, and Atari was the undisputed king of the market, thanks to a phenomenon known as Space Invaders. How could this scenario relate to retirement? Brian elaborates on what lessons we can learn. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-10-lessons-space-invaders/

Duration:00:06:23

Episode #9: How Tax Code Changes Affect Roth IRA Conversions

8/30/2018
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The tax code changes that went into effect this year shook up a lot of conventional wisdom about financial planning. Find out whether it's a good idea to do a Roth conversion in the wake of the recent changes. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-9-tax-code-ira-conversions/

Duration:00:06:44

Episode #8: Risk Amnesia

8/23/2018
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Risk amnesia affects even the savviest of investors. As the market continues to climb, people forget the potential for a crash. Brian examines the danger. For more in-depth information, explore our blog here: https://financialplanningva.com/podcast-8-risk-amnesia/

Duration:00:06:52

Episode #7: RMDs

8/16/2018
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RMDs are an inevitable part of life, but what are they? Find out, and learn to properly incorporate them into your overall retirement plan. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-7-rmds/

Duration:00:07:44

Episode #6: Planning Around Tax Reform

8/2/2018
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Tax reform will almost certainly affect your retirement. Find out how to plan accordingly around recent tax legislation out of Washington. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-6-planning-around-tax-reform/

Duration:00:08:52

Episode #5: Estate Planning Basics

7/26/2018
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Estate planning is a tricky process. Brian helps us navigate its rules and nuances while examining the social and emotional components of leaving a legacy. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-5-estate-planning-basics/

Duration:00:08:50

Episode #4: Tax Law Changes To Affect Charitable Giving

7/19/2018
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We feature Keith Farmer and discuss his ministries Straight Street and Street Ransom. We'll also examine the tax law as it pertains to charitable giving. For more in-depth information, explore our blog here: https://financialplanningva.com/episode-4-tax-law-changes-affect-charitable-giving/

Duration:00:49:56

Episode #3: Simplify Your Investing Strategy

6/28/2018
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Your investments are probably overly complicated. Learn to simplify your investing strategy. For more in-depth information, explore our blog here:https://financialplanningva.com/episode-3-simplify-investing-strategy/

Duration:00:08:03

Episode #2: Beware Of Long-Term Care

6/14/2018
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Long-term care will play a crucial role in your retirement. While most of us assume Medicare will cover our healthcare costs, that's not necessarily the case. Learn how to incorporate long-term care planning into your comprehensive financial plan. For more in-depth information, explore our blog.

Duration:00:12:08

Episode #1: Tax Planning 101

6/5/2018
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Taxes are one of life's inescapable truths. While you can't get away from paying Uncle Sam, there are ways to minimize your tax burden. Discover practical strategies to alleviate the stress you induce every April.

Duration:00:12:57

Retire with Integrity Money Minute Podcast with Brian Bowen

2/17/2018
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Brian quickly explains who may need to be concerned about taxes in retirement

Duration:00:01:38