Preview Mode Links will not work in preview mode

Retire With Integrity Podcast with Brian Bowen

Mar 31, 2022

When is it the right time to do a Roth conversion? Brian shares why the right time might be right now, depending on your situation.

 

Today's show schedule: 

0:13 - Should you do a Roth conversion?

1:43 - If you convert it, what happens?

7:41 - When should you convert?

 

Get Additional Information:


Mar 24, 2022

What should you do amidst rising interest rates and inflation? Brian talks through what he tells his clients and how it impacts your financial plan.

 

Today's show schedule: 

0:13 - What’s your real risk score?

5:22 - Why are people interested in real estate right now?

8:05 - Inflation continues to go up.

 

Get...


Mar 17, 2022

What are your options besides investing in the stock market when it comes to investing in and protecting your nest egg? Brian discusses alternatives and strategies you may be overlooking.

 

Today's show schedule: 

0:12 - Is the stock market still the best bet for generating income in retirement?

3:18 - What are the...


Mar 10, 2022

When you get in a car, you put on your seatbelt. When you plan your retirement, do have any safety features set up to make sure you protect your savings?

 

Today's show schedule: 

0:12 - Are you playing it safe?

6:22 - What are the capital gains on selling an inherited home?

 

Get Additional Information:


Mar 3, 2022

What do you need to keep in mind when it comes to retirement goals? Are you setting realistic and healthy goals or taking on too much risk?

 

Today's show schedule: 

0:12 - What are your goals?

6:31 - How does greed get in the way of our retirement plans?

 

Get Additional Information: