Preview Mode Links will not work in preview mode

Retire With Integrity Podcast with Brian Bowen

Nov 24, 2020

As we near the end of the year, what do you need to make sure to take care of? From Roth conversions to estate planning, Brian talks about the ways these things can work to your benefit.

 

Read more and get additional financial resources here:


Nov 5, 2020

When it comes to saving for retirement, it’s usually not about inheriting one big lump sum. Instead, are you working hard and storing up little wins?

 

Read more and get additional financial resources here: https://financialplanningva.com/saving-up-little-wins/ 

 

What we discuss on this show: 

0:16 - If coronavirus...


Oct 15, 2020

As we get closer and closer to the election, how should you prepare from a financial standpoint? Are there ways to protect your portfolio from added volatility?

On today’s podcast, Brian discusses the different ways Biden’s tax plan could impact people, some in ways that aren’t being talked about often. Would his...


Oct 8, 2020

Are you nervous about the possible outcome of the election? What should you be doing now to protect your portfolio? Let’s talk about what you can do to get your financial plan in order.

 

Read more and get additional financial resources here:


Sep 24, 2020

What does it mean to think and plan strategically with your taxes? How does that change what you do when saving for retirement?

 

Read more and get additional financial resources here: https://financialplanningva.com/building-a-tax-efficient-plan/ 

 

What we discuss on the show: 

0:16 - Are you taking advantage of tax...