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Retire With Integrity Podcast with Brian Bowen

May 28, 2020

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...


May 21, 2020

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: 


May 14, 2020

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:


May 7, 2020

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...


Apr 30, 2020

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: