Retire With Integrity Podcast with Brian Bowen
Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.Estate Planning Without Kids, Commercial Real Estate & Tax Strategies
Published: Jan. 4, 2024, 5:15 a.m.Duration: 22 minutes 28 seconds
Listed in: Business
1031 Exchanges & The Government Gives Tax Tips?
Published: Dec. 14, 2023, 5:57 a.m.Duration: 23 minutes 55 seconds
Listed in: Business
Year End Tax Strategies & Tips
Published: Dec. 7, 2023, 11 a.m.Duration: 23 minutes 21 seconds
Listed in: Business
NFL Money Advice, Year End Tax Tips & The Rule of 72
Published: Nov. 20, 2023, 5:15 a.m.Duration: 21 minutes 55 seconds
Listed in: Business
The Answer To Your Social Security Question,
Published: Nov. 6, 2023, 11 a.m.Duration: 20 minutes 54 seconds
Listed in: Business
Bamkruptcy, Gold And Artificial Intelligence...Oh My!
Published: Oct. 23, 2023, 7:52 p.m.Duration: 20 minutes 58 seconds
Listed in: Business
Your Car Does What? Selling Your Business & Taxes and American Home Equity
Published: Sept. 23, 2023, 2:51 p.m.Duration: 30 minutes 8 seconds
Listed in: Business
Pineapple Pickle Pizza, Oil Prices & Real Estate
Published: Sept. 15, 2023, 5:16 p.m.Duration: 21 minutes 23 seconds
Listed in: Business
Atari Is Back! Required Long Term Healthcare and Are You A Money Role Model?
Published: Sept. 1, 2023, 5:15 p.m.Duration: 20 minutes 29 seconds
Listed in: Business
Coffee Talk, The Big Short & Perfect Credit Scores
Published: Aug. 25, 2023, 12:54 p.m.Duration: 24 minutes 34 seconds
Listed in: Business
Ice Cream Lock-Up, Is Gold The Answer, Credit Debt & More
Published: Aug. 17, 2023, 1 p.m.Duration: 23 minutes 34 seconds
Listed in: Business
Pickleball, Financial Risk & Living Longer In Retirement
Published: Aug. 10, 2023, 3:30 p.m.Duration: 23 minutes 1 second
Listed in: Business
The Do Nothing Portfolio, Worst States To Live & Estate Planning
Published: Aug. 2, 2023, 3:35 p.m.Duration: 24 minutes 10 seconds
Listed in: Business
AI, Medicare & Phubbing
Published: July 27, 2023, 8:39 p.m.Duration: 24 minutes 7 seconds
Listed in: Business
Recession, Scams and Your Gut
Published: June 15, 2023, 6:38 p.m.Duration: 22 minutes 20 seconds
Listed in: Business
Mailbag: Tax Strategies, Charitable Lead Trusts, and More
Published: June 1, 2023, 9:07 a.m.Duration: 25 minutes 47 seconds
Listed in: Business
The Most Expensive Tax Mistakes
Published: May 25, 2023, 9:04 a.m.Duration: 25 minutes 7 seconds
Listed in: Business
Advisor Pet Peeves
Published: May 18, 2023, 9 a.m.Duration: 23 minutes 51 seconds
Listed in: Business
Grading Your Financial Competency
Published: May 11, 2023, 9 a.m.Duration: 24 minutes 45 seconds
Listed in: Business
Financial Commandments
Published: May 4, 2023, 9 a.m.Duration: 25 minutes 22 seconds
Listed in: Business
Mailbag: Should I Sell The Family Farm I Inherited?
Published: April 27, 2023, 9 a.m.Duration: 23 minutes 15 seconds
Listed in: Business
Tax-Efficient Investing
Published: April 20, 2023, 9 a.m.Duration: 24 minutes 15 seconds
Listed in: Business
Minimizing Taxes In Retirement
Published: April 13, 2023, 9 a.m.Duration: 23 minutes 57 seconds
Listed in: Business
Frequently Asked Financial Questions
Published: April 6, 2023, 9:02 a.m.Duration: 26 minutes 56 seconds
Listed in: Business
Hindsight is 20/20: Avoiding Financial Mistakes in Retirement
Published: March 30, 2023, 9 a.m.Duration: 22 minutes 19 seconds
Listed in: Business
Cleaning Out Your Financial Closet
Published: March 23, 2023, 9 a.m.Duration: 25 minutes 42 seconds
Listed in: Business
The Downsides of a DIY Retirement Plan
Published: March 16, 2023, 9:02 a.m.Duration: 23 minutes 44 seconds
Listed in: Business
Mailbag: What Do I Need to Know To Sell a Business and Retire?
Published: March 9, 2023, 1:50 a.m.Duration: 25 minutes 46 seconds \\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Mailbag: What should I know about selling a business to retire? (0:12)
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Mailbag: Where do we begin with business taxes and depreciation? (11:11)
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Mailbag: What is real estate investment trust? (18:07)
Get Additional Information: https://financialplanningva.com/podcast/
' -->Listed in: Business
On the House: Real Estate and Tax Strategies
Published: March 2, 2023, 10:03 a.m.Duration: 23 minutes 41 seconds
Listed in: Business
The Five Ds To Prepare For in Business
Published: Feb. 23, 2023, 10:02 a.m.Duration: 28 minutes 7 seconds
Listed in: Business
What is a CEPA? Learn How They Help Business Owners
Published: Feb. 16, 2023, 10:02 a.m.Duration: 19 minutes 39 seconds \\xb7\\xa0\\xa0\\xa0\\xa0\\xa0 What is a Certified Exit Planning Advisor? (0:46)
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0 An example question from the CEPA exam. (6:00)
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0 A Yogi Berra quote that applies to financial planning. (10:31)
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0 \\u201cA nickel ain\\u2019t worth a dime anymore.\\u201d (15:19)
\\xa0
Get Additional Information: https://financialplanningva.com/podcast/
\\xa0
' -->Listed in: Business
Answering Your Real Estate Investing & Tax Questions
Published: Feb. 9, 2023, 10:06 a.m.Duration: 16 minutes 25 seconds \\xb7\\xa0\\xa0\\xa0\\xa0\\xa0 Mailbag question about minimizing taxes on real estate investments. \\xa0(0:15)
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0 Mailbag question on whether investing in an apartment property is worth it. (8:17)
\\xa0
Get additional financial resources here: https://financialplanningva.com/podcast/
' -->Listed in: Business
Mailbag: How Can I Save on My Taxes?
Published: Feb. 2, 2023, 10 a.m.Duration: 13 minutes 2 seconds
Listed in: Business
Investing Like a Genius
Published: Jan. 26, 2023, 10 a.m.Duration: 23 minutes 8 seconds
Listed in: Business
Financial Resolutions for 2023
Published: Jan. 19, 2023, 4:36 p.m.Duration: 22 minutes 48 seconds
Listed in: Business
How to Make Your Money Last
Published: Jan. 12, 2023, 10 a.m.Duration: 18 minutes 1 second
Listed in: Business
Mailbag: Which House To Pay Off, Do I Have Enough To Retire
Published: Jan. 5, 2023, 10 a.m.Duration: 19 minutes 24 seconds
Listed in: Business
Should You Get a Charitable Trust?
Published: Dec. 29, 2022, 10 a.m.Duration: 17 minutes 56 seconds
Listed in: Business
Financial Wisdom from Coaches
Published: Dec. 21, 2022, 10:07 a.m.Duration: 21 minutes 9 seconds
Listed in: Business
Naughty or Nice: Financial Advisors
Published: Dec. 15, 2022, 1:55 p.m.Duration: 15 minutes 41 seconds
Listed in: Business
Should I Have Mutual Funds?
Published: Dec. 8, 2022, 10:06 a.m.Duration: 22 minutes 57 seconds
Listed in: Business
Roth Conversions Before the End of the Year
Published: Dec. 1, 2022, 10 a.m.Duration: 22 minutes 59 seconds
Listed in: Business
The Season of Charitable Giving
Published: Nov. 22, 2022, 10 a.m.Duration: 23 minutes 5 seconds
Listed in: Business
Retirement Planning with Mr. Miyagi
Published: Nov. 17, 2022, 10 a.m.Duration: 16 minutes 55 seconds
Listed in: Business
Stock Market Shenanigans
Published: Nov. 10, 2022, 10 a.m.Duration: 23 minutes 24 seconds
Listed in: Business
What Football and Retirement Planning Have in Common
Published: Nov. 3, 2022, 9 a.m.Duration: 19 minutes 55 seconds
Listed in: Business
Mailbag: Do I Need to Start a Budget Before Retirement?
Published: Oct. 27, 2022, 9 a.m.Duration: 13 minutes 25 seconds
Listed in: Business
How Often Do These Financial Situations Happen?
Published: Oct. 20, 2022, 9 a.m.Duration: 19 minutes 22 seconds
Listed in: Business
Avoiding Retirement Catastrophes
Published: Oct. 13, 2022, 9 a.m.Duration: 16 minutes 59 seconds
Listed in: Business
What We Can Learn from Seinfeld
Published: Oct. 6, 2022, 9 a.m.Duration: 21 minutes 11 seconds
Listed in: Business
The Cost of Long-term Care
Published: Sept. 29, 2022, 9 a.m.Duration: 24 minutes 31 seconds
Listed in: Business
Mailbag: Is Investing In (and Managing) Apartments Worthwhile?
Published: Sept. 22, 2022, 9 a.m.Duration: 25 minutes 18 seconds
Listed in: Business
Having Discipline in Parenting and Investing
Published: Sept. 15, 2022, 9 a.m.Duration: 15 minutes 25 seconds
Listed in: Business
Tax Planning to Protect Your Future
Published: Sept. 8, 2022, 9 a.m.Duration: 11 minutes 14 seconds
Listed in: Business
Are We in a Recession?
Published: Sept. 1, 2022, 9 a.m.Duration: 11 minutes 12 seconds
Listed in: Business
The Silent Killer Of Retirement
Published: Aug. 25, 2022, 9:07 a.m.Duration: 10 minutes 13 seconds
Listed in: Business
Should You Get a Fixed Annuity?
Published: Aug. 18, 2022, 9 a.m.Duration: 9 minutes 49 seconds
Listed in: Business
What Will You Do With Your Time in Retirement?
Published: Aug. 11, 2022, 9 a.m.Duration: 9 minutes 58 seconds
Listed in: Business
Emotional Investing
Published: July 21, 2022, 9 a.m.Duration: 9 minutes 59 seconds
Listed in: Business
A Little Financial Advice from Tim Allen
Published: July 14, 2022, 9 a.m.Duration: 11 minutes 42 seconds
Listed in: Business
Understanding Your Retirement Income Needs
Published: July 7, 2022, 9 a.m.Duration: 10 minutes 3 seconds
Listed in: Business
How to Plan Around Inflation
Published: June 30, 2022, 9 a.m.Duration: 10 minutes 43 seconds
Listed in: Business
Teaching Kids About Financial Literacy
Published: June 23, 2022, 9 a.m.Duration: 9 minutes 16 seconds
Listed in: Business
Protecting Your Capital
Published: June 16, 2022, 9 a.m.Duration: 11 minutes 12 seconds
Listed in: Business
Investing in Index Funds
Published: June 9, 2022, 9 a.m.Duration: 8 minutes 24 seconds
Listed in: Business
Making Good Decisions About Risk and Retirement
Published: June 2, 2022, 9 a.m.Duration: 10 minutes 17 seconds
Listed in: Business
Inflation and the Stock Market
Published: May 26, 2022, 9 a.m.Duration: 10 minutes 31 seconds
Listed in: Business
Are We Headed Toward a Recession?
Published: May 19, 2022, 9 a.m.Duration: 10 minutes 8 seconds
Listed in: Business
Retirement Planning for Generation X
Published: May 12, 2022, 9 a.m.Duration: 11 minutes 11 seconds
Listed in: Business
How to Save and Plan During Inflation
Published: May 5, 2022, 9 a.m.Duration: 10 minutes 48 seconds
Listed in: Business
Resistance to Change
Published: April 28, 2022, 9 a.m.Duration: 10 minutes 52 seconds
Listed in: Business
Planning for Taxes in Retirement
Published: April 21, 2022, 9 a.m.Duration: 10 minutes 34 seconds
Listed in: Business
Assessing Your Risk in the Current Economy
Published: April 14, 2022, 9 a.m.Duration: 10 minutes 56 seconds
Listed in: Business
Living Longer, Working Longer
Published: April 7, 2022, 9 a.m.Duration: 10 minutes 59 seconds
Listed in: Business
Is Now a Good Time to Do a Roth Conversion?
Published: March 31, 2022, 9 a.m.Duration: 10 minutes 25 seconds
Listed in: Business
Rising Interest Rates and Inflation
Published: March 24, 2022, 9 a.m.Duration: 10 minutes 56 seconds
Listed in: Business
Stock Market Alternatives
Published: March 17, 2022, 9 a.m.Duration: 11 minutes 10 seconds
Listed in: Business
Protecting Yourself and Your Retirement
Published: March 10, 2022, 10 a.m.Duration: 11 minutes 17 seconds
Listed in: Business
Setting Retirement Goals
Published: March 3, 2022, 10 a.m.Duration: 10 minutes 58 seconds
Listed in: Business
Facing Inflation and Interest Rate Hikes
Published: Feb. 24, 2022, 10 a.m.Duration: 10 minutes 28 seconds
Listed in: Business
When Should You Sell?
Published: Feb. 17, 2022, 10 a.m.Duration: 11 minutes 7 seconds
Listed in: Business
Major Financial Decisions
Published: Feb. 10, 2022, 10 a.m.Duration: 12 minutes 36 seconds
Listed in: Business
Boomerang Employees in Retirement
Published: Feb. 3, 2022, 10 a.m.Duration: 10 minutes 55 seconds
Listed in: Business
Avoiding Cookie Cutter Investment Strategies
Published: Jan. 27, 2022, 10 a.m.Duration: 11 minutes 8 seconds
Listed in: Business
Financial Resolutions for 2022
Published: Jan. 20, 2022, 10 a.m.Duration: 11 minutes 4 seconds
Listed in: Business
Traits of a Millionaire
Published: Jan. 13, 2022, 10 a.m.Duration: 9 minutes 52 seconds
Listed in: Business
Is An Annuity Right For You?
Published: Jan. 6, 2022, 10 a.m.Duration: 8 minutes 18 seconds
Listed in: Business
The Client Experience with a Good Financial Advisor
Published: Dec. 30, 2021, 10 a.m.Duration: 10 minutes 47 seconds
Listed in: Business
The Fruitcake of the Financial World
Published: Dec. 21, 2021, 10 a.m.Duration: 11 minutes 16 seconds
Listed in: Business
Planning for Inflation
Published: Dec. 16, 2021, 10 a.m.Duration: 10 minutes 53 seconds
Listed in: Business
Working With The Right Professionals
Published: Dec. 9, 2021, 10 a.m.Duration: 10 minutes 44 seconds
Listed in: Business
Having a Plan and Sticking with It
Published: Dec. 2, 2021, 10 a.m.Duration: 10 minutes 55 seconds
Listed in: Business
End of the Year Planning
Published: Nov. 23, 2021, 10 a.m.Duration: 10 minutes 27 seconds
Listed in: Business
Are Early Retirees Actually Ready?
Published: Nov. 18, 2021, 10 a.m.Duration: 11 minutes 2 seconds
Listed in: Business
Supply Chain Shortages and Rising Inflation
Published: Nov. 11, 2021, 10 a.m.Duration: 8 minutes 39 seconds
Listed in: Business
Realistic Expectations in Retirement
Published: Nov. 4, 2021, 9 a.m.Duration: 8 minutes 7 seconds
Listed in: Business
Is the Future Bleak for Retirees?
Published: March 18, 2021, 9 a.m.Duration: 9 minutes 27 seconds
Listed in: Business
Financial Lessons from 2020
Published: March 11, 2021, 10 a.m.Duration: 9 minutes 58 seconds
Listed in: Business
Lessons Learned from Larry King’s Estate Plan
Published: March 4, 2021, 10 a.m.Duration: 12 minutes 46 seconds
Listed in: Business
Are You Using 401K Rollovers Correctly?
Published: Feb. 25, 2021, 10 a.m.Duration: 11 minutes 11 seconds
Listed in: Business
What GameStop Stock Taught Us About Risk
Published: Feb. 18, 2021, 10 a.m.Duration: 10 minutes 16 seconds
Listed in: Business
Is the Stock Market About to Burst?
Published: Feb. 11, 2021, 10 a.m.Duration: 11 minutes 26 seconds
Listed in: Business
Should You Be Worried About the Death Tax?
Published: Feb. 4, 2021, 10 a.m.Duration: 10 minutes 41 seconds
Listed in: Business
Misinformation About Annuities
Published: Jan. 28, 2021, 10 a.m.Duration: 8 minutes 36 seconds
Listed in: Business
Healthcare Concerns in Retirement
Published: Jan. 21, 2021, 10 a.m.Duration: 9 minutes 45 seconds
Listed in: Business
Missed Opportunities in Your Financial Plan
Published: Jan. 14, 2021, 10 a.m.Duration: 8 minutes 29 seconds
Listed in: Business
Work From Home Tax Proposal
Published: Jan. 7, 2021, 10 a.m.Duration: 6 minutes 27 seconds
Listed in: Business
Optimism for the Future
Published: Dec. 30, 2020, 10 a.m.Duration: 10 minutes 41 seconds
Listed in: Business
How Far Will $1 Million Get You In Retirement?
Published: Dec. 23, 2020, 10 a.m.Duration: 7 minutes 35 seconds
Listed in: Business
End Of Year Tax Conversations
Published: Dec. 17, 2020, 10 a.m.Duration: 9 minutes 26 seconds
Listed in: Business
What Kind of Fees Are You Actually Paying?
Published: Dec. 10, 2020, 10 a.m.Duration: 9 minutes 21 seconds
Listed in: Business
Multi-Generational Legacy Planning
Published: Dec. 3, 2020, 10 a.m.Duration: 8 minutes 56 seconds
Listed in: Business
Biden's Tax Plan & End of Year Planning
Published: Nov. 24, 2020, 10 a.m.Duration: 8 minutes 47 seconds
Listed in: Business
What Happens If the RMD Age is Raised Again?
Published: Nov. 19, 2020, 10 a.m.Duration: 7 minutes 50 seconds
Listed in: Business
Money Isn’t Everything
Published: Nov. 12, 2020, 10 a.m.Duration: 9 minutes 39 seconds
Listed in: Business
Saving Up Little Wins
Published: Nov. 5, 2020, 10 a.m.Duration: 11 minutes 24 seconds
Listed in: Business
How To Leverage Your Health Savings Account
Published: Oct. 29, 2020, 9 a.m.Duration: 12 minutes 34 seconds
Listed in: Business
Fighting Off Inflation
Published: Oct. 15, 2020, 9 a.m.Duration: 7 minutes 10 seconds
Listed in: Business
Getting Your Portfolio Ready For The Election
Published: Oct. 8, 2020, 9 a.m.Duration: 9 minutes 25 seconds
Listed in: Business
Filtering Through Conflicting Financial Advice
Published: Oct. 1, 2020, 9 a.m.Duration: 7 minutes 12 seconds
Listed in: Business
Building a Tax Efficient Plan
Published: Sept. 24, 2020, 9 a.m.Duration: 9 minutes
Listed in: Business
How Could The 2020 Presidential Election Impact Your Future?
Published: Sept. 17, 2020, 9 a.m.Duration: 10 minutes 19 seconds
Listed in: Business
Turning Your 401(k) Upside Down
Published: Sept. 10, 2020, 9 a.m.Duration: 10 minutes 21 seconds
Listed in: Business
California’s New Wealth Tax Proposal
Published: Sept. 3, 2020, 9 a.m.Duration: 9 minutes 42 seconds
Listed in: Business
Finding a Better Tax Strategy
Published: Aug. 27, 2020, 9 a.m.Duration: 9 minutes 51 seconds
Listed in: Business
The Good News in Financial Planning
Published: Aug. 20, 2020, 9 a.m.Duration: 8 minutes 17 seconds
Listed in: Business
Is the U.S. Economy Shrinking?
Published: Aug. 13, 2020, 9 a.m.Duration: 8 minutes 18 seconds
Listed in: Business
Making Hard Decisions as a Small Business Owner
Published: Aug. 6, 2020, 9 a.m.Duration: 6 minutes 13 seconds
Listed in: Business
Getting Your Financial Education
Published: July 30, 2020, 9 a.m.Duration: 7 minutes 50 seconds
Listed in: Business
Top Things To Consider When Retiring Early
Published: July 23, 2020, 9 a.m.Duration: 16 minutes 37 seconds
Listed in: Business
Lessons from Bobby Bonilla and Investing with Consistency
Published: July 16, 2020, 9 a.m.Duration: 9 minutes 6 seconds
Listed in: Business
Best and Worst Places to Live During Retirement
Published: July 9, 2020, 9 a.m.Duration: 11 minutes 19 seconds
Listed in: Business
Winning the Retirement Game
Published: July 2, 2020, 9 a.m.Duration: 10 minutes 21 seconds
Listed in: Business
Fatherly Financial Advice
Published: June 25, 2020, 10:08 p.m.Duration: 9 minutes 17 seconds
Listed in: Business
The Need To Get Back To Work
Published: June 18, 2020, 9 a.m.Duration: 8 minutes 12 seconds
Listed in: Business
Warren Buffett Takeaways: What’s Your Stock Market Strategy?
Published: June 11, 2020, 1:17 a.m.Duration: 10 minutes 25 seconds
Listed in: Business
Fear is the True Pandemic
Published: June 4, 2020, 9 a.m.Duration: 9 minutes 7 seconds
Listed in: Business
Paradigm Shift in Financial Planning Due to the Pandemic
Published: May 28, 2020, 9 a.m.Duration: 10 minutes
Listed in: Business
Should You Be Preparing For A Major Recession?
Published: May 21, 2020, 9 a.m.Duration: 10 minutes 36 seconds
Listed in: Business
Changes in RMDs and Small Business Struggles
Published: May 14, 2020, 9 a.m.Duration: 9 minutes 6 seconds
Listed in: Business
Is a Roth Conversion Right For You This Year?
Published: May 7, 2020, 9 a.m.Duration: 10 minutes 22 seconds
Listed in: Business
The New Normal for Financial Planning
Published: April 30, 2020, 4:07 p.m.Duration: 7 minutes 45 seconds
Listed in: Business
Larry Kudlow's Optimistic Perspective On The Economic Slowdown
Published: April 23, 2020, 9 a.m.Duration: 14 minutes 26 seconds
Listed in: Business
Takeaways From Jeff Saut's Predictions
Published: April 16, 2020, 9 a.m.Duration: 6 minutes 51 seconds
Listed in: Business
Understanding the CARES Act
Published: April 9, 2020, 9 a.m.Duration: 13 minutes 41 seconds
Listed in: Business
Coronavirus Takeaways From Michael Levitt
Published: April 2, 2020, 3:50 p.m.Duration: 14 minutes 41 seconds
Listed in: Business
Will the Coronavirus Cause a Global Recession?
Published: March 26, 2020, 9 a.m.Duration: 16 minutes 36 seconds
Listed in: Business
Concerned about Coronavirus and the Market?
Published: March 19, 2020, 9 a.m.Duration: 12 minutes 22 seconds
Listed in: Business
Tax Strategies, Retirement Tools, and the Coronavirus
Published: March 12, 2020, 9 a.m.Duration: 21 minutes 3 seconds
Listed in: Business
Understanding the Impact of The SECURE Act
Published: March 5, 2020, 10 a.m.Duration: 10 minutes 22 seconds
Listed in: Business
Filling Your Retirement Income Gap
Published: Feb. 27, 2020, 10 a.m.Duration: 18 minutes 40 seconds
Listed in: Business
Are You Taking On Too Much Financial Risk?
Published: Feb. 20, 2020, 10 a.m.Duration: 7 minutes 27 seconds
Listed in: Business
Financial Lessons From Suze Orman
Published: Feb. 13, 2020, 10 a.m.Duration: 11 minutes 53 seconds
Listed in: Business
How Much Money Do You Need To Retire?
Published: Feb. 6, 2020, 10 a.m.Duration: 10 minutes 31 seconds
Listed in: Business
Let’s Talk Real Estate With Hal Cone
Published: Jan. 30, 2020, 10 a.m.Duration: 15 minutes 53 seconds
Listed in: Business
Estate Planning: A Love Letter For The Future
Published: Jan. 23, 2020, 10 a.m.Duration: 8 minutes 56 seconds
Listed in: Business
Should You Buy Long-Term Care Insurance?
Published: Jan. 16, 2020, 10 a.m.Duration: 7 minutes 7 seconds
Listed in: Business
Should You Pay Off The Mortgage?
Published: Jan. 9, 2020, 10 a.m.Duration: 11 minutes
Listed in: Business
Lessons To Take From Alex Rodriguez's New Show
Published: Jan. 2, 2020, 10 a.m.Duration: 8 minutes 55 seconds
Listed in: Business
Dumb Decisions We Make With Retirement Planning
Published: Dec. 26, 2019, 10 a.m.Duration: 13 minutes 22 seconds
Listed in: Business
Protecting Your Financial Investments, IRAs and Pensions
Published: Dec. 19, 2019, 10 a.m.Duration: 10 minutes 43 seconds
Listed in: Business
The Importance of Estate Planning
Published: Dec. 12, 2019, 10 a.m.Duration: 8 minutes 19 seconds
Listed in: Business
Finding Financial Strategy From The Game Of Football
Published: Dec. 5, 2019, 10 a.m.Duration: 11 minutes 32 seconds
Listed in: Business
Owning a Business as a Part of Your Retirement Plan
Published: Nov. 26, 2019, 10 a.m.Duration: 11 minutes 43 seconds
Listed in: Business
Does Your Advisor Have A Conflict Of Interest?
Published: Nov. 21, 2019, 10 a.m.Duration: 7 minutes 59 seconds
Listed in: Business
Should You Get An Annuity?
Published: Nov. 14, 2019, 10 a.m.Duration: 9 minutes 32 seconds
Listed in: Business
What’s Your Financial Health?
Published: Nov. 7, 2019, 10 a.m.Duration: 11 minutes
Listed in: Business
Serious Tax Mistakes To Avoid In Retirement
Published: Oct. 31, 2019, 9 a.m.Duration: 12 minutes 1 second
Listed in: Business
Tracking Down Forgotten Money
Published: Oct. 24, 2019, 9 a.m.Duration: 8 minutes 45 seconds
Listed in: Business
Is Life Insurance Right For You?
Published: Oct. 17, 2019, 9 a.m.Duration: 7 minutes 30 seconds
Listed in: Business
DIY Or Don’t DIY When It Comes To Your Financial Planning
Published: Oct. 10, 2019, 9 a.m.Duration: 9 minutes 20 seconds
Listed in: Business
Are Expensive Long-Term Care Insurance Premiums Worth It?
Published: Oct. 3, 2019, 9 a.m.Duration: 8 minutes 15 seconds
Listed in: Business
Financial Lessons Learned From Football
Published: Sept. 26, 2019, 9 a.m.Duration: 12 minutes 26 seconds
Listed in: Business
Negative Interest Rates: How Will You Be Affected?
Published: Sept. 19, 2019, 9 a.m.Duration: 15 minutes
Listed in: Business
Should You Buy Real Estate With Friends?
Published: Sept. 12, 2019, 9 a.m.Duration: 9 minutes 42 seconds
Listed in: Business
Are You Saving Enough For Retirement Or Living More For The Now?
Published: Sept. 5, 2019, 9 a.m.Duration: 11 minutes 40 seconds
Listed in: Business
Are You Prepared for a Financial Perfect Storm?
Published: Aug. 29, 2019, 9 a.m.Duration: 12 minutes 8 seconds
Listed in: Business
Are You Making the Necessary Plans for Inflation?
Published: Aug. 22, 2019, 9 a.m.Duration: 14 minutes 49 seconds
Listed in: Business
Financial Planning for a Long Life in Retirement
Published: Aug. 15, 2019, 9 a.m.Duration: 16 minutes 10 seconds
Listed in: Business
What the Fed Cutting Interest Rates Means for You
Published: Aug. 8, 2019, 9 a.m.Duration: 11 minutes 47 seconds
Listed in: Business
How To Know Who To Trust With Your Finances
Published: Aug. 1, 2019, 9 a.m.Duration: 13 minutes 38 seconds
Listed in: Business
Do You Know What’s In Your Portfolio?
Published: July 25, 2019, 9 a.m.Duration: 12 minutes 52 seconds
Listed in: Business
Lump Sum or Annuity: Did Bobby Bonilla Make Take the Wrong Option?
Published: July 18, 2019, 9 a.m.Duration: 12 minutes 46 seconds
Listed in: Business
How to Plan for Someone Who Doesn’t Want to Retire
Published: July 11, 2019, 9 a.m.Duration: 16 minutes 16 seconds
Listed in: Business
Building Retirement Income
Published: July 3, 2019, 11:01 p.m.Duration: 19 minutes 6 seconds
Listed in: Business
Tax Strategies That Legally Reduce Taxes
Published: June 27, 2019, 3:05 a.m.Duration: 11 minutes 36 seconds
Ever feel like you are paying a bit too much to Uncle Sam? A recent poll conducted by the IRS showed that some people feel you should cheat as much as possible to reduce taxes. Instead of cheating, there are legal tax strategies that you can implement to make a long-term difference.
Honest Takes:
0:17 Is it OK to cheat on your taxes?
- A recent poll asked people how they felt about cheating on taxes.
- Brian wants to help you reduce taxes, but to do it legally.
- Some people polled said, “You can cheat as much as possible!”
2:31 How do we reduce those taxes legally?
- Brian shares a story about a client who wanted to reduce taxes as much as possible.
- Small business owners are notoriously bad at not saving money. If you’re a small business owner, there are simple ways to reduce your taxes. Brian gives examples of deductions that may help.
- Health savings accounts are additional examples of beneficial strategies.
- There are different kinds of tax attorneys; the kinds that will help you get out of tax debt and those who will help you with tax strategies. A good book to read for small business owners considering tax strategies is The New Tax Law by Edward Lyon (but you can call the show at 540-266-3100 for the book).
- Brian partners with Impact Tax Group to help deliver solid tax planning strategies to clients.
9:43 What if you don’t own a business and want to lower taxes?
- You need to look at your employer’s benefits. Understand the difference between HSA and FSA. Transition some of your taxable money over to a Roth.
- It’s little things that add up to a lot in the long run.
Today's Truth:
[spp-tweet tweet="It’s about looking at the long-term: Where are you saving? - Brian Bowen"]
Subscribe:
Apple Podcasts - Stitcher - TuneIn - Spotify - iHeartRadio
The Host:
Brian Bowen - Contact
-->Listed in: Business
Road To Retirement
Published: June 20, 2019, 9 a.m.Duration: 13 minutes 19 seconds
Traveling on the road to retirement may have a few twists and turns or even bumps along the way. Brian will discuss overcoming various financial obstacles. We’ll also talk about how to analyze your employee benefits and when you should call it quits on your career.
Honest Takes:
0:16 Understanding benefits
- If you are an employee, you have limited options in your 401(k).
- Some people turn to Human Resources for help with their plans. Although HR knows a lot of information about different policies and rules, they may not know as much about your retirement offerings and how to truly invest within those vehicles.
- See a financial advisor to understand the fees and options available.
- Brian shares a client example of someone who didn’t know the ins and outs of their company benefits.
- Don’t forget about taxes. You may not be in a lower tax bracket when you retire, so it’s important to save for retirement in the proper accounts.
6:26 When to call it quits at work
- Dexter Mills had a 2000 Honda Accord that went over a million miles. Perhaps its time to finally retire that car.
- In a similar fashion, what do clients use as an “odometer” to know when it’s time to leave the workforce?
- Brian says it’s important to find something you can transition to from your working life. It’s important to find that purpose in retirement because it’s healthier to keep busy and enjoy how you’re spending your time.
- For some people, retirement might still include part-time work or heavy involvement in volunteer work. Just make sure you’re seeking proper guidance on the financial side of the equation so you can afford all of the goals and desires you have in retirement.
Subscribe:
Apple Podcasts - Stitcher - TuneIn - Spotify - iHeartRadio
The Host:
Brian Bowen - Contact
-->
Listed in: Business
The Perceived Value Of Variable Annuities
Published: June 13, 2019, 2:43 a.m.Duration: 9 minutes 43 seconds
In honor of Suze Orman celebrating her birthday, Brian talks about some of her opinions regarding variable annuities.
Full show notes here: https://financialplanningva.com/the-perceived-value-of-variable-annuities/
Honest Takes:
0:15 How long should your money last?
- Successful financial guru, Suze Orman, has always been a big proponent of financial planning.
- She says you could get hit by a car or have a random injury - and she’s right.
- You should plan until you’re 90 or 100, you just don’t know what will happen.
3:28 Variable annuities
- Suze Orman was a financial advisor in the past, and she also did a video explaining variable annuities.
- Brian shares a client example of someone who was stuck with a variable annuity.
- If anybody is trying to sell you a variable annuity, you need to find another advisor (even if they are nice).
- There are a lot of things you can invest in, whereas the variable annuities have five SEC cautions.
- Find out the fees of your current investments.
- Dave Ramsey has also blasted variable annuities.
Subscribe:
Apple Podcasts - Stitcher - TuneIn - Spotify - iHeartRadio
The Host:
Brian Bowen - Contact
-->
Listed in: Business
Managing Stress in Work
Published: June 5, 2019, 3:29 p.m.Duration: 11 minutes 57 seconds
A recent survey says many of us have high stress jobs. So how do we take better care of ourselves and our financial futures to help manage that stress? And is early retirement a solution to a stressful job? Brian Bowen explores those questions and more on this week’s podcast.
Honest Takes:
0:15 High Job Stress
- A survey by CareerCast says 8 in 10 Americans have jobs with high stress.
- A sheriff in California learned how to deal with his stress by training for Ironman competitions.
- It’s no different with finances, you need to give yourself the time to improve.
- Financial Planning VA has an online financial health assessment with quick easy ideas to improve your financial health.
4:40 Retiring Because of Stress
- Stress is a big component for some clients who decide to retire from their jobs.
- Some take a semi-early retirement and work part-time.
- A million dollars or half a million dollars is not as much money as it used to be.
- Trying to semi-retire is becoming a popular strategy.
- Brian shares how certain tax strategies can impact your retirement savings.
- You want to enjoy life while you can because there are no guarantees.
Subscribe:
Apple Podcasts - Stitcher - TuneIn - Spotify - iHeartRadio
The Host:
Brian Bowen - Contact
-->
Listed in: Business
What Is A Successful Retirement?
Published: May 30, 2019, 9 a.m.Duration: 15 minutes 25 seconds
Listed in: Business
Paying More And Paying Attention
Published: May 23, 2019, 9 a.m.Duration: 11 minutes 25 seconds
Listed in: Business
Common Financial Scams
Published: May 16, 2019, 9 a.m.Duration: 12 minutes 55 seconds
Listed in: Business
How Much Money Should You Invest In The Market?
Published: May 9, 2019, 9 a.m.Duration: 11 minutes 53 seconds
Listed in: Business
Is Inflation The Biggest Threat To Your Retirement?
Published: May 2, 2019, 9 a.m.Duration: 9 minutes 9 seconds
Listed in: Business
Don't Strike Out: Investments And IRAs
Published: April 25, 2019, 9 a.m.Duration: 8 minutes 46 seconds
Listed in: Business