Pineapple Pickle Pizza, Oil Prices & Real Estate
Retire With Integrity Podcast with Brian Bowen
Release Date: 09/15/2023
What Makes A Millionaire?
Retire With Integrity Podcast with Brian Bowen
An increasing number of Americans are reaching millionaire status. What are some of the most common strategies they're using to achieve this?
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Social Security, Estate Planning & Staying Healthy
Retire With Integrity Podcast with Brian Bowen
In this episode of the Retire with Integrity podcast, Brian Bowen and Brett Sharp discuss the current state of Social Security and its implications for retirement planning. They explore the importance of having a comprehensive financial plan that includes considerations for estate planning, wealth management, and lifestyle changes in retirement. The conversation emphasizes the need for proactive health and fitness strategies to enhance the quality of life during retirement, as well as the significance of charitable giving and family support in financial planning. 00:00 The State of Social...
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Social Security Taxation & What Happens With Taxes When You Sell Your Business
Retire With Integrity Podcast with Brian Bowen
In this episode of the Retire with Integrity podcast, Brian Bowen and Brett Sharp discuss the complexities of Social Security taxation, the importance of financial planning, and strategies for navigating business and real estate sales. They emphasize the need for proactive tax planning to avoid unnecessary losses and highlight the hidden fees in investment products that can erode retirement savings. The conversation also touches on the significance of understanding one's financial situation and the potential for tax efficiency through various strategies.
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Never Too Soon To Start Tax Planning
Retire With Integrity Podcast with Brian Bowen
In this episode of the Retire with Integrity podcast, Brian Bowen and Brett Sharp discuss various financial strategies for the new year, focusing on investment approaches, diversification, tax planning, and the importance of holistic financial planning. They explore the challenges of retirement savings across different states, the high cost of living in places like Hawaii, and the necessity of risk management in investment portfolios. The conversation emphasizes the need for asset protection and building wealth outside of traditional retirement accounts, encouraging listeners to think about...
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Selling As A Senior and Being Proactive
Retire With Integrity Podcast with Brian Bowen
In this episode of the Retire with Integrity podcast, Brian Bowen and Brett Sharp discuss the pressing concerns of retirees, particularly focusing on inflation, long-term care, and the dynamics of the real estate market amidst fluctuating interest rates. They explore how these factors impact retirement planning and the financial security of older Americans, emphasizing the importance of proactive financial strategies.
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HELOC's, Seller Financing and Taxes
Retire With Integrity Podcast with Brian Bowen
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...
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Interest Rates, Inflation & Your Retirement
Retire With Integrity Podcast with Brian Bowen
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...
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Retirement - Are You Confident About Yours?
Retire With Integrity Podcast with Brian Bowen
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...
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Your Health, Estate Planning & Getting A Good Night's Sleep
Retire With Integrity Podcast with Brian Bowen
In this week's episode of the Retire With Integrity Podcast, Brian and Brett talk about a wide range of topics related to retirement planning, financial strategies, real estate considerations, and health implications. They delve into the impact of regional bank regulations, the significance of location in real estate, retirement age comparisons, tax planning strategies, and the importance of estate planning. Additionally, they guys discuss talk about what it takes to get a good night sleep. 00:00 Introduction to Retirement Planning and Financial Strategies 03:16 Real...
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Financial Role Models, Estate Planning & Rainy Day Funds
Retire With Integrity Podcast with Brian Bowen
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...
info_outlineIn this week's episode, Brian Bowen talks about retirement age and how you should aproach yours. Also, global oil production and the effect it will have on our continuing battle with inflation. Remember the regional banking crisis earlier this year? Well, more fallout from that could affect your account. And if you're looking at buying or selling a home, there's kind of a stalemate between both sides. Who holds the cards right now in real estate? brian talks about that as well. Plus, Brian and Brett discuss DiGiorno's newes pizza idea.
Here are the topics Brian talks about on today’s show:
· Comparing world wide retirement ages (1:06)
· IOil prices and U.S> inflation (8:32)
· Bank crisis fallout (11:13 )
· Who holds the upper hand in real estate? (17:28)