Preview Mode Links will not work in preview mode

Retire With Integrity Podcast with Brian Bowen


May 9, 2024

In this episode, Brian Bowen and Brett Sharp discuss the possibility of interest rate hikes by the Federal Reserve and the impact on the economy. They emphasize the importance of individuals taking control of their own financial lives and increasing their financial IQ. They also discuss the significance of understanding clients' fears, conflicts, and dying wishes when working as a financial advisor. Additionally, they touch on the topic of Social Security benefits for married couples and the potential tax benefits of not being married. 

 

00:00 Introduction and Speculation on Interest Rate Hikes
03:13 Taking Control of Your Financial Life
06:06 Understanding Clients' Fears and Conflicts
09:28 Social Security Benefits for Married Couples