97 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

    • Business
    • 5.0 • 1 Rating

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.

    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
    QCD's, Interest Rates & Baby Boomers

    QCD's, Interest Rates & Baby Boomers

    In this episode, Brian Bowen and Brett Sharp discuss Qualified Charitable Distributions (QCDs) and their benefits for individuals over retirement age.  The guys also explore the impact of mortgage interest rates on real estate and the considerations for downsizing or relocating. They highlight the retirement crisis faced by late Baby Boomers and the importance of thorough financial planning. Overall, the episode emphasizes the need for proactive tax planning and comprehensive financial strategies.
     
    06:03 The Importance of Tax Planning
    08:23 Benefits of Charitable Gift Annuities
    10:10 Setting Up Nonprofits and Charitable Trusts
    12:32 Considerations for Downsizing or Relocating
    16:22 Retirement Crisis for Late Baby Boomers
    18:13 Impact of the Great Recession
    20:07 The Importance of Financial Planning
    21:33S tock Market Performance in Election Years
    23:46 Importance of Estate Planning and Power of Attorney

    • 27 min
    What's Your Financial IQ?

    What's Your Financial IQ?

    In this episode, Brian Bowen and Brett Sharp talki about Jeff Bezos' tax savings after moving to Miami. They then discuss the tax benefits of moving to Florida and other states with no income tax. The conversation shifts to the recent market drop and indicators of a possible recession. They also emphasize the importance of knowing one's retirement savings and share a story about the challenges of managing finances after a spouse's death. There's much more so please listen to har what else the guys are talking about.nt.
     
    01:50 Tax Benefits of Moving to Florida
    02:44 Market Drop and Recession Indicators
    05:03 Importance of Knowing Retirement Savings
    06:23 Challenges of Managing Finances After Spouse's Death
    13:13 Increasing Financial IQ for Retirement
    19:43 Building a Comprehensive Retirement Blueprint
    20:10 Finding Purpose and Activities in Retirement

    • 27 min
    Timing The Market, Inflation And The Importance Of Exit Planning

    Timing The Market, Inflation And The Importance Of Exit Planning

    In this episode, Brian Bowen and Brett Sharp discuss the futility of trying to time the market and the importance of investing in a recession-resistant portfolio. They highlight the concept of the all-weather portfolio, which aims to provide steady returns with lower risk. The conversation then shifts to the Federal Reserve's role in evaluating inflation and the potential for rate cuts. Brian emphasizes the need for individuals to take control of their financial future and not rely solely on market timing. Also, if you're a business owner don't miss Brian's take on the importance of exit planning.
     
    00:30 Is it Possible to Time the Market?
    03:24 Investing in a Recession-Resistant Portfolio
    06:12 The All-Weather Portfolio
    09:35 The Ineffectiveness of Timing the Market
    10:30 The Federal Reserve and Inflation
    13:41 Taking Control of Your Financial Future
    15:38 Understanding Personal and Enterprise Goodwill
    19:47 The Importance of Enterprise Goodwill
    23:31 Building and Growing Your Business
    24:46 Preparing for an Exit

    • 27 min
    Top 10 Tax Tips For 2024

    Top 10 Tax Tips For 2024

    In this episode, Brian Bowen and Brett Sharp discuss the top 10 tax strategies that all wealthy people must know. They cover a range of topics including cost segregation, captive insurance, defined benefit plans, tax loss harvesting, 1031 exchanges, opportunity zones, estate taxes, 706 portability, intermediate installment sales, and qualified small business stock. These strategies can help individuals and business owners reduce their tax liabilities and maximize their wealth.  As we heaed into tax season these are things you need to know.
     
    00:55Tax Tip #1: Cost Segregation
    03:01Tax Tip #2: Captive Insurance
    05:46Tax Tip #3: Defined Benefit Plan
    06:44Tax Tip #4: Tax Loss Harvesting
    08:04Tax Tip #5: 1031 Exchange
    10:28Tax Tip #6: Opportunity Zones
    15:08Tax Tip #7: Estate Taxes
    19:49Tax Tip #8: 706 Portability
    22:08Tax Tip #9: Intermediate Installment Sale
    24:30Tax Tip #10: Qualified Small Business Stock

    • 27 min
    Are Small Hotels & Storage Units A Good Investment?

    Are Small Hotels & Storage Units A Good Investment?

    In today's episode, Bian Bowen gives Brett Sharpe a lesson in investing in real estate, specifically turning an old hotel into an apartment building and selling self storage units. They cover topics such as financing options, starting small in real estate, finding deals, asset protection and estate planning.  As well as the value of consulting and education, and tax implications when selling self storage units. The conversation emphasizes the importance of financial coaching and seeking professional advice when making significant financial decisions.  

    • 23 min

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