Retire With Integrity Podcast with Brian Bowen

Brian Bowen
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Retire With Integrity Podcast with Brian Bowen Podcast

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.

  1. 23 AUG

    HELOC's, Seller Financing and Taxes

    This week Brian discusses the pros and cons of using HELOCs, emphasizing the importance of using the funds wisely and considering the potential risks. He also explains the benefits of seller financing in real estate transactions and highlights the tax advantages it offers. Additionally, Brian discusses the impact of interest rates on different types of investments and provides insights into making sound financial decisions. 00:00 Introduction 00:49 Discussion on Home Equity Lines of Credit (HELOCs) 02:10 Exploring the Benefits of Seller Financing in Real Estate 06:13 Impact of Interest Rates on Investments 09:03 Considering Tax Implications in Financial Strategies

    19 min

  2. 8 AUG

    Interest Rates, Inflation & Your Retirement

    Brian and Brett are back and in this episode they discuss the anticipation and anxiety surrounding a potential interest rate cut by the Federal Reserve in September.  Thery explore the impact of interest rate cuts on the economy, investors, and savers. The conversation also touches on topics such as mortgage rates, inflation, and the future of Social Security. Additionally, the hosts discuss the importance of financial education and mindset in achieving financial goals.    00:00 The Anticipation and Anxiety of an Interest Rate Cut 01:57 Buying Opportunities in a Market Downturn 03:23 The Impact of Lower Interest Rates on Borrowers and Savers 04:23 The Current State of Mortgage Rates 09:34 Inflation and its Effect on Middle-Class Americans 15:18 The Importance of Financial Education and Mindset

    18 min

  3. 20 JUN

    Retirement - Are You Confident About Yours?

    In this episode of the Retire with Integrity podcast, Brian Bowen and Brett Sharp discuss the role of finance in retirement confidence. They share a story about a prospective client who was confident in his investment portfolio but had not considered tax planning or other strategies. They emphasize the importance of financial planning beyond just investing, including tax planning, estate planning, and building wealth through various avenues. They also discuss the difference between investing and saving, and the need for super savers to be more open to taking risks. The episode concludes with a discussion on different investment scenarios based on the timeline of needing the money.   01:28  The Core of Financial Planning 05:18  Investing vs. Saving 10:01  The Impact of Competition in Finance 14:10  Taking Risks as a Super Saver

    21 min

  4. 30 MAY

    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

  5. 9 MAY

    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

    22 min

  6. 18 APR

    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

    21 min

  7. 11 APR

    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.

    25 min

  8. 4 APR

    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
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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.

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