Retire With Integrity Podcast with Brian Bowen
Episodes
As stores fill up with school supplies, it’s easy to consider what going back to school means. But are you financially educated? Are you equipped to make the right decisions regarding your finances? We discuss on today’s episode.
Read more and get additional resources here: https://financialplanningva.com/getting-your-financial-education/
Today's show schedule:
0:16 - Where are the most educated people in America?
2:03 - W...
Are you about to retire early? Whether you meant to or not, there’s a lot of things to consider when you leave the working world. Have you thought through all of these things?
Read more and get additional financial resources here: https://financialplanningva.com/top-things-to-consider-when-retiring-early/
Today's show schedule:
0:17 - What do you need to consider when retiring early?
2:28 - Determine how to address medic...
Are you saving in a way that shows consistency and financial health? From your retirement savings to 529 plans, are you making strategic decisions and continuing to invest over time? Find out on this show and learn a few lessons from Bobby Bonilla.
Read more and get additional financial resources here: https://financialplanningva.com/lessons-from-bobby-bonilla-and-investing-with-consistency/
Today's show schedule:
0:17 -...
When it comes time to retire, will you be staying put or will you take on a new adventure in another state? Where are the best places to retire and what should you do when you retire? Brian will discuss some of the most popular destinations in retirement.
Read more and get additional financial resources here: https://financialplanningva.com/best-and-worst-places-to-live-during-retirement/
Today's show schedule:
0:15 - Wh...
Are you playing the lottery or planning for retirement? On today’s podcast, we discuss the difference in these tactics and consider what a good plan for retirement includes.
Show notes, resources & contact info:
https://financialplanningva.com/podcast/
On today's show:
0:15 - Do you know anybody who has ever won the lottery?
2:41 - Do you have to be a math genius to win at retirement?
5:23 - Are you playing to win the innin...
What did you learn from your dad growing up? How has his guidance (or mistakes) shaped your financial plans? In celebrating Father’s Day this past weekend, we’re considering advice from dad. Brian himself is a father and shares some of the advice his dad had passed along to him.
Show notes, resources & contact info:
https://financialplanningva.com/podcast/
On today's show:
0:16 - Did you know Brian has six kids?
1:52 - What...
Coronavirus has kept many from being at work, whether that’s due to stay-at-home orders or from being laid off. We talk about how important it is to get back to work in today’s episode.
Read more and get additional financial resources here: https://financialplanningva.com/the-need-to-get-back-to-work/
Today's show schedule:
0:16 - What restaurant owners are facing right now.
2:24 - The complexity of social distancing righ...
With a volatile market, you might wonder if now is your opportunity to buy low in the stock market. But is this really the bottom? What kind of example do we see people like Warren Buffett setting?
Show Notes & Resources: https://financialplanningva.com/?p=1145
Timestamps:
0:16 - What is Warren Buffett doing with the company?
1:15 - Should we be reluctant to jump back into the stock market?
3:18 - What does Brian tell his c...
Does the volatility in the market make you nervous? Are you hesitant to put money back in? Fear seems to the be primary driving force for investors and might be doing more damage to your portfolio than the pandemic.
Read more and get additional resources here: https://financialplanningva.com/fear-is-the-true-pandemic/
Today's show schedule:
0:16 - Fear is the real pandemic right now.
0:42 - Jim Paulson says this about why...
The past few months have shifted our thinking and the way we do things. How should you approach your financial plan differently?
Read more and get additional financial resources: https://financialplanningva.com/paradigm-shift-in-thinking-due-to-the-pandemic/
Today's show schedule:
0:16 - We’re doing everything differently right now, so what changes do we need to make once all of this is done?
1:40 - People may start savi...
Coronavirus has already made a big impact on the economy. Are we headed into a significant recession like some have predicted? If so, how do you prepare?
Read more and get additional financial resources here: https://financialplanningva.com/should-you-be-preparing-for-a-major-recession/
Today's show schedule:
0:16 - Is the economy is back on track? Or are we facing one of the worst recessions ever?
2:16 - How do we weat...
We’ve all been thinking back about what we could have done different to start 2020, but now it’s time to look ahead. Let’s discuss RMD changes that we need to account for and look at legislation that’s trying to help small businesses.
Read more and get additional financial resources here: https://financialplanningva.com/changes-in-rmds-and-small-business-struggles/
Today's show schedule:
0:16 - If you could go back in Fe...
With everything going on with the economy, you have a lot of financial decisions to make right now. Is a Roth conversion something you should do this year?
Read more and get additional resources: https://financialplanningva.com/is-a-roth-conversion-right-for-you-this-year/
Today's show schedule:
0:16 - Is now a good time for Roth conversions?
2:25 - If you are a small business owner, what can you do while you have losses...
The last few months have taught us all to adapt and learn new ways to accomplish our daily tasks. This new normal affects all of our lives, including financial planning. What will the future look like and will virtual planning become more permanent?
Read more and get additional resources here: https://financialplanningva.com/the-new-normal-for-financial-planning/
Today's show schedule:
0:16 - If you could turn back time ...
In the face of a struggling economy, what should you do to prepare? Will it make a quick recovery or are we in this for the long haul? We’ll hear what Brian thinks about Larry Kudlow’s perspective regarding the economy.
Read more and get additional resources here: https://financialplanningva.com/what-should-you-do-with-your-investments-right-now/
Today's show schedule:
0:16 - No one knows how long this economic slowdown ...
No one has a crystal ball, which is why predictions can only be trusted so far. What does Brian think about the latest predictions from investment strategist Jeff Saut?
Read more and get additional financial resources here: https://financialplanningva.com/looking-through-recent-market-predictions/
Today's show rundown:
0:18 - Investment strategist thinks the worst is behind up.
1:11 - Is that wishful thinking or is he on...
Have you heard about the CARES Act? How does it impact individuals and small businesses? Let's go through the important provisions and what they mean for you.
Read more and get additional resources here: https://financialplanningva.com/understanding-the-cares-act/
Today's rundown:
0:17 - This is a scary world we’re embarking on--how can you best prepare financially?
1:45 - How will small business owners be impacted b...
It seems like we’re all dealing with anxiety and uncertainty over the future of our health and economy because of the coronavirus, but some people are more concerned than others. We discuss our opinion of the pandemic’s impact and Brian shares his takeaways from Stanford biophysicist Michael Levitt’s comments on the coronavirus.
Read more and get additional resources here: https://financialplanningva.com/coronavirus-takeaways-fr...
As coronavirus impacts our lives, what kind of economic situation is ahead of us? What can we do to weather this storm financially? Let's discuss the fallout from COVID-19.
Read more and get additional resources here: https://financialplanningva.com/will-the-coronav…global-recession/
Today's rundown:
0:16- We could see a global recession with coronavirus.
1:45- Governments all over the world are basically shutting ...
Right now, all anyone seems to be able to talk about is the coronavirus. So how concerned should you be when it comes to the market?
Read more and get additional resources here: https://financialplanningva.com/concerned-about-…s-and-the-market/
Today's rundown:
0:16- Are you concerned about market volatility because of the coronavirus?
1:32- Do you know what kind of risk you have in your portfolio?
3:00- Brian shar...
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