Retire With Integrity Podcast with Brian Bowen

Retire With Integrity Podcast with Brian Bowen

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.

Episodes

May 19, 2022 10 min

Do all signs point toward recession? If so, what do we do about it? Brian shares his take on what’s ahead.

 

Today's show schedule: 

0:12 - Are we facing a recession?

2:34 - Real estate is a diversification tool.

7:10 - Some retirees are headed back to work.

 

Get Additional Information: https://financialplanningva.com/podcast/

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What should Gen X be doing right now as they inch their way closer to retirement age? We talk through what decisions you might have and how to make the most of them.

 

Today's show schedule: 

0:12 - Should you buy I bonds?

3:13 - When should Gen X be reaching out to a financial advisor about retirement?

 

Get Additional Information: https://financialplanningva.com/podcast/

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Are you set up well to face all of the inflation we’ve been experiencing? What’s to come?

Today's show schedule: 

0:12 - How aggressive should a retirement saver be about their plan?

4:31 - Just like a home project, add in extra time and money past what you think you need.

7:30 - Inflation is the number one problem right now.

 

Get Additional Information: https://financialplanningva.com/podcast/

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April 28, 2022 10 min
We’re all a little hesitant when it comes to change but what is that resistance costing you when it comes to money? Let’s talk about why people avoid financial change and share some examples of what you might be missing out on.

 

Today's show schedule: 

0:13 – Jeopardy drama

0:39 – How often do we encounter resistance?

1:22 – Client story

5:05 – Financial advisor vs planner

7:10 – Real estate

 

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April 21, 2022 10 min

What do you need to watch out for when it comes to taxes in retirement? Brian talks through big mistakes people make and how to avoid them with solid planning ahead of time.

 

Today's show schedule: 

0:13 - What are common tax mistakes retirees make?

4:34 - Planning software can project what you’ll be paying in future taxes.

8:04 - You want an advisor who knows how to use the software and plan accordingly.

 

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Amidst interest rate hikes and inflation, what kind of risk do you need to weather through it? What’s a possible solution?

 

Today's show schedule: 

0:12 - Should you go through a de-risking process?

6:07 - Are annuities the answer?

 

Get Additional Information: https://financialplanningva.com/podcast/

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April 7, 2022 10 min

When might it make sense to work longer? Brian talks through what your time and savings might look like in retirement so you can set realistic expectations for the future

 

Today's show schedule: 

0:12 - If we live longer, should we work longer?

3:09 - Brian shares a client story about expected returns.

6:01 - What does the best retirement package include?

 

Get Additional Information: https://financialplanningva.com/podcast/

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When is it the right time to do a Roth conversion? Brian shares why the right time might be right now, depending on your situation.

 

Today's show schedule: 

0:13 - Should you do a Roth conversion?

1:43 - If you convert it, what happens?

7:41 - When should you convert?

 

Get Additional Information: https://financialplanningva.com/podcast/

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March 24, 2022 10 min

What should you do amidst rising interest rates and inflation? Brian talks through what he tells his clients and how it impacts your financial plan.

 

Today's show schedule: 

0:13 - What’s your real risk score?

5:22 - Why are people interested in real estate right now?

8:05 - Inflation continues to go up.

 

Get Additional Information: https://financialplanningva.com/podcast/

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March 17, 2022 11 min

What are your options besides investing in the stock market when it comes to investing in and protecting your nest egg? Brian discusses alternatives and strategies you may be overlooking.

 

Today's show schedule: 

0:12 - Is the stock market still the best bet for generating income in retirement?

3:18 - What are the alternatives?

8:40 - How does a Roth conversion work?

 

Get Additional Information: https://financialplanningva.co...

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When you get in a car, you put on your seatbelt. When you plan your retirement, do have any safety features set up to make sure you protect your savings?

 

Today's show schedule: 

0:12 - Are you playing it safe?

6:22 - What are the capital gains on selling an inherited home?

 

Get Additional Information: https://financialplanningva.com/podcast/

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March 3, 2022 10 min

What do you need to keep in mind when it comes to retirement goals? Are you setting realistic and healthy goals or taking on too much risk?

 

Today's show schedule: 

0:12 - What are your goals?

6:31 - How does greed get in the way of our retirement plans?

 

Get Additional Information: https://financialplanningva.com/podcast/

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February 24, 2022 10 min

Trying to figure out what to do as the real estate market is facing rate hikes and we continue to see rising inflation? Brian talks through the strategies to consider and how to best leverage your real estate investments.

 

Today's show schedule: 

0:12 - What does Brian think about a rate hike?

3:54 - What should you know about the real estate market?

5:37 - What is a 1031 exchange?

 

Get Additional Information: https://financi...

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February 17, 2022 11 min

Is there ever a good time to sell? What should you do if you think the market is about to crash? Brian shares his advice on when to consider selling your stocks.

 

Today's show schedule: 

0:12 - When is it time to sell?

2:32 - What does your financial advisor think about your risk tolerance?

5:17 - When do you need the money?

 

Get Additional Information: https://financialplanningva.com/podcast/

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February 10, 2022 12 min

What do you do before making a big financial decision? Have you talked with a financial advisor for coaching and advice through it? Brian shares the importance of reaching out when you need it.

 

Today's show schedule: 

0:12 - Should you check in with your financial advisor before a major financial decision?

0:58 - You work with a lot of different experts.

2:27 - Remember you are paying for the financial advice.

6:04 - Be caref...

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February 3, 2022 10 min

Did you retire only to pick up a job again in retirement? What is happening right now with the economy? Brian shares his take and how to prepare accordingly

 

Today's show schedule: 

0:12 - The economy is hard to read right now.

4:19 - What should you do with this uncertainty?

5:37 - What happens when people want to go back to work?

 

Get Additional Information: https://financialplanningva.com/podcast/

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Why should you find the right investment, income stream, and tax strategy for you? Because your situation is different than your neighbor's!

 

Today's show schedule: 

0:13 - Will multiple streams of retirement income be taxed different ways?

6:30 - What’s the million-dollar retirement plan?

 

Get Additional Information: https://financialplanningva.com/podcast/

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January 20, 2022 11 min

What should you consider when making your financial resolutions this year? We talk through what differences you could make, both this year and beyond.

 

Today's show schedule: 

0:12 - Can making financial resolutions improve your financial outlook?

4:09 - You’ve got to update your goals.

7:54 - Are you planning to retire this year?

 

Get Additional Information: https://financialplanningva.com/podcast/

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January 13, 2022 9 min
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/

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January 6, 2022 8 min

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 tho...

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