96 épisodes

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.

Retire With Integrity Podcast with Brian Bowen Brian Bowen

    • Affaires

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.

    Financial Role Models, Estate Planning & Rainy Day Funds

    Financial Role Models, Estate Planning & Rainy Day Funds

    In this episode, Brian Bowen and Brett Sharp discuss the importance of being a good financial role model for children, the challenges of retirement planning for business owners, and strategies for protecting and growing business assets. They also cover the topic of emergency savings, the role of Social Security in retirement planning, and the concept of single premium immediate annuities (SPIA) for retirement income. 
     
    00:00  The Importance of Being a Financial Role Model for Children
    03:15  Challenges of Retirement Planning for Business Owners
    06:34  Strategies for Protecting and Growing Business Assets
    11:18  Understanding Emergency Savings and Financial Preparedness
    13:46  The Role of Social Security in Retirement Planning

    • 20 min
    The Fed, Social Security and You

    The Fed, Social Security and You

    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

    • 21 min
    Scavenger Hunt For Inheritance, Costco Gold and French Fries...Oh My

    Scavenger Hunt For Inheritance, Costco Gold and French Fries...Oh My

    In this episode, Brian and Brett discuss various topics including an unusual way to dole out a man's inhertiance...with a posthumous scavenger hunt!  The guys also discuss gift taxes, the importance of comprehensive financial planning, the rise in gold sales, and the need for a retirement plan. They emphasize the importance of collaborating with different advisors and taking the time to plan for retirement.  And also discuss french fries being considered a "luxury".
     
    0:00: French fries are a luxury?
    4:03: Understanding Gift Taxes and Their Implications
    8:49: The Importance of Comprehensive Financial Planning
    13:09: The Need for a Retirement Plan: Even if Early Retirement Isn't the Goal

    • 20 min
    Interest Rates, Healthcare and Crying Spas In New York City

    Interest Rates, Healthcare and Crying Spas In New York City

    In this new episdoe Brian and Brett talk about various topics including the Federal Reserve's interest rate cuts, commercial real estate loans, selling rental properties, and long-term healthcare insurance. The hosts discuss the potential impact of interest rate cuts on the real estate market and the challenges faced by commercial real estate investors with balloon payments. They also provide insights on selling rental properties and the tax implications involved. Additionally, they debate the need for long-term healthcare insurance and the importance of analyzing the costs and benefits.
     
     

    • 24 min
    Creative Tax Strategies & The Importance Of An Exit Plan

    Creative Tax Strategies & The Importance Of An Exit Plan

    Brian and Brett talk about creative ways to reduce tax burdens, such as giving property deeds to farmhands or getting married on paper. Brian also talks about and helps you to understand more aabout opportunity zones and 1031 exchanges. He also emphasizes the importance of knowing the tax rules and planning for the five D's: death, disability, divorce, disagreement, and distress. The guys also discuss advice for business owners and real estate investors on how to minimize taxes, pass on wealth to the next generation, and create exit plans
     
    00:00 Creative Ways to Reduce Taxes
    02:47 Exploring Tax Strategies
    05:44 The Limits of Tax Planning
    13:02 Planning for the Five D's
    21:30 Creating Exit Plans
    23:13 Seeking Advice and Considering Estate Planning

    • 24 min
    What It Takes to Own Several Business

    What It Takes to Own Several Business

    In this episode, Brian Bowen interviews Damon Gatier, a successful real estate agent and business owner. Damon shares his journey from various occupations to finally pursuing his dream of becoming a real estate agent. He emphasizes the importance of coaching and mentoring in his success and highlights the value of continuous learning and personal growth. Damon also discusses his strategy of diversifying his business ventures and acquiring other businesses. He shares insights into the challenges and rewards of transitioning businesses and the importance of having a clear vision and desire for success. 
     
     
    02:49 How Damon got to into Real Estate
    06:05 The Importance of Coaching and Mentoring
    09:04 Diversifying Business Ventures
    10:54 Acquiring and Transitioning Businesses
    14:13 Family and Future Succession
    15:48 Owning Multiple Businesses
    21:08 Closing Remarks

    • 21 min

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