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Retire With Integrity Podcast with Brian Bowen

Jan 23, 2020

After spending so much time saving up a nest egg, do you have a plan for your financial legacy? Do you have a proper estate plan in place?

 

Show notes and additional resources: https://financialplanningva.com/estate-planning-a-love-letter-for-the-future/ 

 

Today's rundown: 

0:15 - Estate planning used to be simple....


Jan 2, 2020

Sometimes you put your money on the backburner--whether that means not knowing how much you’re really spending or not looking at what kind of investments you’re making. As we enter into the new year, it’s time to get back in the game with your finances.

Show notes and additional resources:


Jul 18, 2019

Back in 2000, Major League Baseball player Bobby Bonilla made a deal with the New York Mets to pay him $1.19 million every year from 2011 through 2035 rather than a $5.9 million lump sum to end his contract. The day he gets his annual payment is celebrated every year, but did he make the correct choice for maximizing...


Jul 3, 2019

How much money do you need for retirement? It depends a little bit on how long you live. How do you build a retirement income that will sustain you? And when should you file for Social Security? Brian talks through all of this and more on this edition of the podcast.

Full show notes


Jun 27, 2019

Ever feel like you are paying a bit too much to Uncle Sam? A recent poll conducted by the IRS showed that some people feel you should cheat as much as possible to reduce taxes. Instead of cheating, there are legal tax strategies that you can implement to make a long-term difference.

Honest Takes:

0:17 Is it OK to...