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Retire With Integrity Podcast with Brian Bowen

Jul 15, 2021

Having a lot of assets might feel nice, but don’t assume that means you don’t need a financial plan. Brian talks through the importance of a balanced plan and budget in retirement.

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What we discuss on this episode: 

0:12 - What does it mean to be asset rich?

2:57 - What do you need in retirement?

5:12 - How does your plan meet your specific needs?

7:10 - What kind of advice does Brian have for someone 60 years old?

10:44 - Is your plan up-to-date?