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Retire With Integrity Podcast with Brian Bowen

Dec 30, 2020

So many people have lost income in 2020 due to the pandemic. Depending on what industry you’re in, this might have been a really bad year or a better financial year than usual. Investing consultant Tim Steffan tells Morningstar to look at this as a potential opportunity. What opportunities do you have right now that you might not otherwise? What tax strategies are there to look at?


Read more and get additional financial resources here: 


What we discuss on this show: 

0:16 - The pandemic has caused a lot of people to lose income. What opportunities are available?

2:56 - Brian breaks down what a tax strategy could look like.

5:24 - What kind of tax advice does Brian’s team offer? 

6:40 - Why do we all need a tax and estate plan?