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Retire With Integrity Podcast with Brian Bowen

Brian Bowen

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Retire With Integrity Podcast with Brian Bowen

Retire With Integrity Podcast with Brian Bowen

Brian Bowen

0
Followers
2
Plays
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About Us

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.

Latest Episodes

Making Hard Decisions as a Small Business Owner

The pandemic has hit a lot of people hard, particularly small business owners. What should they do about the tough decisions on how to proceed? Let’s talk about how business owners are fighting for survival in 2020. Read more and get additional financial resources here: https://financialplanningva.com/making-hard-decisions-as-a-small-business-owner/ On today's show: 0:16 - Small businesses have been hit hard due to COVID-19. 2:12 - Have you gotten advice prior to closing the business? 3:00 - How is the small business being kept afloat? 5:27 - Are you making the best decision?

6 MIN3 d ago
Comments
Making Hard Decisions as a Small Business Owner

Getting Your Financial Education

As stores fill up with school supplies, it’s easy to consider what going back to school means. But are you financially educated? Are you equipped to make the right decisions regarding your finances? We discuss on today’s episode. Read more and get additional resources here: https://financialplanningva.com/getting-your-financial-education/ Today's show schedule: 0:16 - Where are the most educated people in America? 2:03 - What kind of financial education is important to know? 4:15 - What do accountants do and not do with your finances? 5:49 - When you’re in crisis, sometimes it’s hard to know what to do.

7 MIN1 w ago
Comments
Getting Your Financial Education

Top Things To Consider When Retiring Early

Are you about to retire early? Whether you meant to or not, there’s a lot of things to consider when you leave the working world. Have you thought through all of these things? Read more and get additional financial resources here: https://financialplanningva.com/top-things-to-consider-when-retiring-early/ Today's show schedule: 0:17 - What do you need to consider when retiring early? 2:28 - Determine how to address medical expenses. 4:46 - Do you have a realistic retirement budget? 6:01 - Retirement can last over 30 years. 8:09 - What does downsizing look like? 12:04 - What kind of estate plan do you need? 14:39 - How are you handling your debt?

16 MIN2 w ago
Comments
Top Things To Consider When Retiring Early

Lessons from Bobby Bonilla and Investing with Consistency

Are you saving in a way that shows consistency and financial health? From your retirement savings to 529 plans, are you making strategic decisions and continuing to invest over time? Find out on this show and learn a few lessons from Bobby Bonilla. Read more and get additional financial resources here: https://financialplanningva.com/lessons-from-bobby-bonilla-and-investing-with-consistency/ Today's show schedule: 0:17 - Major league baseball is coming back. 0:50 - Why does Bobby Bonilla, who has been retired for over two decades, still get paid every year? 3:03 - What’s the problem with deferred compensation? 5:52 - How can you better invest into a 529 plan? 7:57 - Being intentional about saving is key.

9 MIN3 w ago
Comments
Lessons from Bobby Bonilla and Investing with Consistency

Best and Worst Places to Live During Retirement

When it comes time to retire, will you be staying put or will you take on a new adventure in another state? Where are the best places to retire and what should you do when you retire? Brian will discuss some of the most popular destinations in retirement. Read more and get additional financial resources here: https://financialplanningva.com/best-and-worst-places-to-live-during-retirement/ Today's show schedule: 0:15 - What are the best and worst states to retire in? 0:35 - What’s it like in New York? 2:13 - What are the pros and cons of Hawaii? 2:42 - What are some of the best states to live in during retirement? 3:52 - Should you move? 4:25 - Baby Boomers can improve their chances of being happy in retirement. 8:19 - Which gender tends to struggle more to transition into retirement?

11 MINJUL 9
Comments
Best and Worst Places to Live During Retirement

Winning the Retirement Game

Are you playing the lottery or planning for retirement? On today’s podcast, we discuss the difference in these tactics and consider what a good plan for retirement includes. Show notes, resources & contact info: https://financialplanningva.com/podcast/ On today's show: 0:15 - Do you know anybody who has ever won the lottery? 2:41 - Do you have to be a math genius to win at retirement? 5:23 - Are you playing to win the inning or win the game? 7:01 - When you are retired you need income from your investments. 9:22 - Are your retirement savings and Vegas behavior similar?

10 MINJUL 2
Comments
Winning the Retirement Game

Fatherly Financial Advice

What did you learn from your dad growing up? How has his guidance (or mistakes) shaped your financial plans? In celebrating Father’s Day this past weekend, we’re considering advice from dad. Brian himself is a father and shares some of the advice his dad had passed along to him. Show notes, resources & contact info: https://financialplanningva.com/podcast/ On today's show: 0:16 - Did you know Brian has six kids? 1:52 - What is some fatherly advice that Brian’s dad gave him? 3:50 - What other wisdom have we learned from fathers, even by observation? 4:51 - What is one of the biggest mistakes people make with their financial future? 8:10 - Have you updated your financial plan and will recently?

9 MINJUN 26
Comments
Fatherly Financial Advice

The Need To Get Back To Work

Coronavirus has kept many from being at work, whether that’s due to stay-at-home orders or from being laid off. We talk about how important it is to get back to work in today’s episode. Read more and get additional financial resources here: https://financialplanningva.com/the-need-to-get-back-to-work/ Today's show schedule: 0:16 - What restaurant owners are facing right now. 2:24 - The complexity of social distancing right now when in reduced capacity. 3:49 - How sports have been impacted and plan to move forward 5:21 - Articles in the news citing coronavirus outbreaks. 6:38 - Some of the consequences caused by the shutdowns.

8 MINJUN 18
Comments
The Need To Get Back To Work

Warren Buffett Takeaways: What’s Your Stock Market Strategy?

With a volatile market, you might wonder if now is your opportunity to buy low in the stock market. But is this really the bottom? What kind of example do we see people like Warren Buffett setting? Show Notes & Resources: https://financialplanningva.com/?p=1145 Timestamps: 0:16 - What is Warren Buffett doing with the company? 1:15 - Should we be reluctant to jump back into the stock market? 3:18 - What does Brian tell his clients? 4:12 - What kind of risk can you take? 6:53 - Are you familiar with the fees you are being charged in investment accounts? 8:54 - What’s the real cost of owning a mutual fund?

10 MINJUN 11
Comments
Warren Buffett Takeaways: What’s Your Stock Market Strategy?

Fear is the True Pandemic

Does the volatility in the market make you nervous? Are you hesitant to put money back in? Fear seems to the be primary driving force for investors and might be doing more damage to your portfolio than the pandemic. Read more and get additional resources here: https://financialplanningva.com/fear-is-the-true-pandemic/ Today's show schedule: 0:16 - Fear is the real pandemic right now. 0:42 - Jim Paulson says this about why fear is a good sign. 1:32 - Does Brian agree that fear is a positive right now? 2:37 - An example of someone who is fearful because of restrictions to operate. 4:59 - We’re all dealing with craziness right now. How is Brian handling it with the kids? 7:35 - You learn more when it’s tough. 8:33 - Clients have a lot of these same questions.

9 MINJUN 4
Comments
Fear is the True Pandemic

Latest Episodes

Making Hard Decisions as a Small Business Owner

The pandemic has hit a lot of people hard, particularly small business owners. What should they do about the tough decisions on how to proceed? Let’s talk about how business owners are fighting for survival in 2020. Read more and get additional financial resources here: https://financialplanningva.com/making-hard-decisions-as-a-small-business-owner/ On today's show: 0:16 - Small businesses have been hit hard due to COVID-19. 2:12 - Have you gotten advice prior to closing the business? 3:00 - How is the small business being kept afloat? 5:27 - Are you making the best decision?

6 MIN3 d ago
Comments
Making Hard Decisions as a Small Business Owner

Getting Your Financial Education

As stores fill up with school supplies, it’s easy to consider what going back to school means. But are you financially educated? Are you equipped to make the right decisions regarding your finances? We discuss on today’s episode. Read more and get additional resources here: https://financialplanningva.com/getting-your-financial-education/ Today's show schedule: 0:16 - Where are the most educated people in America? 2:03 - What kind of financial education is important to know? 4:15 - What do accountants do and not do with your finances? 5:49 - When you’re in crisis, sometimes it’s hard to know what to do.

7 MIN1 w ago
Comments
Getting Your Financial Education

Top Things To Consider When Retiring Early

Are you about to retire early? Whether you meant to or not, there’s a lot of things to consider when you leave the working world. Have you thought through all of these things? Read more and get additional financial resources here: https://financialplanningva.com/top-things-to-consider-when-retiring-early/ Today's show schedule: 0:17 - What do you need to consider when retiring early? 2:28 - Determine how to address medical expenses. 4:46 - Do you have a realistic retirement budget? 6:01 - Retirement can last over 30 years. 8:09 - What does downsizing look like? 12:04 - What kind of estate plan do you need? 14:39 - How are you handling your debt?

16 MIN2 w ago
Comments
Top Things To Consider When Retiring Early

Lessons from Bobby Bonilla and Investing with Consistency

Are you saving in a way that shows consistency and financial health? From your retirement savings to 529 plans, are you making strategic decisions and continuing to invest over time? Find out on this show and learn a few lessons from Bobby Bonilla. Read more and get additional financial resources here: https://financialplanningva.com/lessons-from-bobby-bonilla-and-investing-with-consistency/ Today's show schedule: 0:17 - Major league baseball is coming back. 0:50 - Why does Bobby Bonilla, who has been retired for over two decades, still get paid every year? 3:03 - What’s the problem with deferred compensation? 5:52 - How can you better invest into a 529 plan? 7:57 - Being intentional about saving is key.

9 MIN3 w ago
Comments
Lessons from Bobby Bonilla and Investing with Consistency

Best and Worst Places to Live During Retirement

When it comes time to retire, will you be staying put or will you take on a new adventure in another state? Where are the best places to retire and what should you do when you retire? Brian will discuss some of the most popular destinations in retirement. Read more and get additional financial resources here: https://financialplanningva.com/best-and-worst-places-to-live-during-retirement/ Today's show schedule: 0:15 - What are the best and worst states to retire in? 0:35 - What’s it like in New York? 2:13 - What are the pros and cons of Hawaii? 2:42 - What are some of the best states to live in during retirement? 3:52 - Should you move? 4:25 - Baby Boomers can improve their chances of being happy in retirement. 8:19 - Which gender tends to struggle more to transition into retirement?

11 MINJUL 9
Comments
Best and Worst Places to Live During Retirement

Winning the Retirement Game

Are you playing the lottery or planning for retirement? On today’s podcast, we discuss the difference in these tactics and consider what a good plan for retirement includes. Show notes, resources & contact info: https://financialplanningva.com/podcast/ On today's show: 0:15 - Do you know anybody who has ever won the lottery? 2:41 - Do you have to be a math genius to win at retirement? 5:23 - Are you playing to win the inning or win the game? 7:01 - When you are retired you need income from your investments. 9:22 - Are your retirement savings and Vegas behavior similar?

10 MINJUL 2
Comments
Winning the Retirement Game

Fatherly Financial Advice

What did you learn from your dad growing up? How has his guidance (or mistakes) shaped your financial plans? In celebrating Father’s Day this past weekend, we’re considering advice from dad. Brian himself is a father and shares some of the advice his dad had passed along to him. Show notes, resources & contact info: https://financialplanningva.com/podcast/ On today's show: 0:16 - Did you know Brian has six kids? 1:52 - What is some fatherly advice that Brian’s dad gave him? 3:50 - What other wisdom have we learned from fathers, even by observation? 4:51 - What is one of the biggest mistakes people make with their financial future? 8:10 - Have you updated your financial plan and will recently?

9 MINJUN 26
Comments
Fatherly Financial Advice

The Need To Get Back To Work

Coronavirus has kept many from being at work, whether that’s due to stay-at-home orders or from being laid off. We talk about how important it is to get back to work in today’s episode. Read more and get additional financial resources here: https://financialplanningva.com/the-need-to-get-back-to-work/ Today's show schedule: 0:16 - What restaurant owners are facing right now. 2:24 - The complexity of social distancing right now when in reduced capacity. 3:49 - How sports have been impacted and plan to move forward 5:21 - Articles in the news citing coronavirus outbreaks. 6:38 - Some of the consequences caused by the shutdowns.

8 MINJUN 18
Comments
The Need To Get Back To Work

Warren Buffett Takeaways: What’s Your Stock Market Strategy?

With a volatile market, you might wonder if now is your opportunity to buy low in the stock market. But is this really the bottom? What kind of example do we see people like Warren Buffett setting? Show Notes & Resources: https://financialplanningva.com/?p=1145 Timestamps: 0:16 - What is Warren Buffett doing with the company? 1:15 - Should we be reluctant to jump back into the stock market? 3:18 - What does Brian tell his clients? 4:12 - What kind of risk can you take? 6:53 - Are you familiar with the fees you are being charged in investment accounts? 8:54 - What’s the real cost of owning a mutual fund?

10 MINJUN 11
Comments
Warren Buffett Takeaways: What’s Your Stock Market Strategy?

Fear is the True Pandemic

Does the volatility in the market make you nervous? Are you hesitant to put money back in? Fear seems to the be primary driving force for investors and might be doing more damage to your portfolio than the pandemic. Read more and get additional resources here: https://financialplanningva.com/fear-is-the-true-pandemic/ Today's show schedule: 0:16 - Fear is the real pandemic right now. 0:42 - Jim Paulson says this about why fear is a good sign. 1:32 - Does Brian agree that fear is a positive right now? 2:37 - An example of someone who is fearful because of restrictions to operate. 4:59 - We’re all dealing with craziness right now. How is Brian handling it with the kids? 7:35 - You learn more when it’s tough. 8:33 - Clients have a lot of these same questions.

9 MINJUN 4
Comments
Fear is the True Pandemic
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