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Retire With Integrity Podcast with Brian Bowen

Dec 19, 2019

Whether you are invested in IRAs or in a company promising a pension, you want to make sure your investments are protected. How do you do that (without losing out on the growth)?


Show notes and additional resources: 


Today's Rundown: 

0:24 - Warren Buffett talks about someone always coming after you and your “castle.”

0:52 - How do you protect your retirement funds?

3:27 - Ed Slott was asked if you are ever too old for an IRA conversion to a Roth.

5:27 - What do you do if clients are nervous about pensions? 

7:24 - Should you take a lump sum or guaranteed income for life?