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Retire With Integrity Podcast with Brian Bowen

Feb 4, 2021

Will your estate be subject to the death tax? How can you plan accordingly now?

 

Read more and get additional financial resources here: https://financialplanningva.com/podcast/should-you-be-worried-about-the-death-tax/

 

What we discuss on this episode: 

0:12 - How can you plan for the death tax if needed?

2:09 - 17...


Jan 21, 2021

How can you prepare financially for the health issues you may face in retirement? What decisions could make a huge difference in your long-term strategy?

 

Read more and get additional resources here: https://financialplanningva.com/podcast/healthcare-concerns-in-retirement/

 

What we discuss on this episode: 

0:16 -...


Dec 23, 2020

The idea of being a millionaire carries a bit of appeal. But in reality, how long does a million dollars last in retirement? We'll discuss today.

 

Read more and get additional financial resources: https://financialplanningva.com/how-far-will-1-million-get-you-in-retirement/ 

 

What we discuss on this show: 

0:16 - How...


Dec 3, 2020

Do you have a legacy plan? Does your financial plan include an estate plan? How can you protect and provide for future generations?

 

Read more and get additional financial resources here: https://financialplanningva.com/multi-generational-legacy-planning/ 

 

What we discuss on this show:

0:16 - Are you worried about...


Nov 19, 2020

Have you started thinking about RMDs? At what age will you need to start paying attention to this and why does it matter? We'll discuss on this episode. 

 

Read more and get additional financial resources here: https://financialplanningva.com/what-happens-if-the-rmd-age-is-raised/ 

 

What we discuss on this show: 

0:16...