99 episodes

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

    • Investing

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.

    Winning the Retirement Game

    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 min
    Fatherly Financial Advice

    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 min
    The Need To Get Back To Work

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

    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 min
    Fear is the True Pandemic

    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 min
    Paradigm Shift in Financial Planning Due to the Pandemic

    Paradigm Shift in Financial Planning Due to the Pandemic

    The past few months have shifted our thinking and the way we do things. How should you approach your financial plan differently?
     
    Read more and get additional financial resources: https://financialplanningva.com/paradigm-shift-in-thinking-due-to-the-pandemic/ 
     
    Today's show schedule: 
    0:16 - We’re doing everything differently right now, so what changes do we need to make once all of this is done?
    1:40 - People may start saving more as we prepare for a recession.
    2:03 - Communicating with loved ones is key.
    4:01 - One client wanted to learn more about annuities to decide if it makes sense to buy.
    7:20 - What kind of peace of mind having some amount of cash can bring.
    8:38 - Brian shares what kind of resources he likes to keep on hand.

    • 10 min

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