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Retire With Integrity Podcast with Brian Bowen

Sep 17, 2020

In an election year, there are a lot of discussions about the future and the different ideas the presidential candidates propose. How will it impact your financial future?

 

Read more and get additional financial resources: https://financialplanningva.com/how-could-the-2020-presidential-election-impact-your-future/ 

 


Sep 10, 2020

For many of us, a 401(k) is a great way to set money aside for retirement. When it comes right out of your paycheck and perhaps your employer is matching it, it grows over time. But what happens if that changes moving forward? What other options do you have available? We'll talk about all of that on this episode.

 

Read...


Sep 3, 2020

What does Brian think about California’s new tax proposals? What kind of tax strategies should you be considering? We go through it for you on this episode.

 

Read more and get additional financial resources here: https://financialplanningva.com/californias-new-tax-increase-proposal/ 

 

What we discuss on this...


Aug 27, 2020

From Roth conversions to charitable giving, today’s episode of the podcast talks about tax strategies that you’ll want to consider.

 

Read more and get additional financial resources here: https://financialplanningva.com/finding-a-better-tax-strategy/ 

 

What we discuss:

0:16 - Are Roth conversions always a good...


Aug 20, 2020

After putting it off too long, you know what sounds good? Putting your financial plan in order! Let's do that today. 

 

Read more and get additional financial resources here: https://financialplanningva.com/the-good-news-in-financial-planning/ 

 

On today's show: 

0:16 - What’s some good news from Brian?

1:59 - What...