Aug 23, 2024
This week Brian discusses the pros and cons of using HELOCs, emphasizing the importance of using the funds wisely and considering the potential risks. He also explains the benefits of seller financing in real estate transactions and highlights the tax advantages it offers. Additionally, Brian discusses the impact...
Aug 8, 2024
Brian and Brett are back and in this episode they discuss the anticipation and anxiety surrounding a potential interest rate cut by the Federal Reserve in September. Thery explore the impact of interest rate cuts on the economy, investors, and savers. The conversation also touches on topics such as mortgage...
Jun 20, 2024
In this episode of the Retire with Integrity podcast, Brian Bowen and Brett Sharp discuss the role of finance in retirement confidence. They share a story about a prospective client who was confident in his investment portfolio but had not considered tax planning or other strategies. They emphasize the importance...
Your Health, Estate Planning & Getting A Good Night's Sleep
Jun 6, 2024
In this week's episode of the Retire With Integrity Podcast, Brian and Brett talk about a wide range of topics related to retirement planning, financial strategies, real estate considerations, and health implications. They delve into the impact of regional bank regulations, the significance of location in real estate,...
May 30, 2024
In this episode, Brian Bowen and Brett Sharp discuss the importance of being a good financial role model for children, the challenges of retirement planning for business owners, and strategies for protecting and growing business assets. They also cover the topic of emergency savings, the role of Social Security in...