QCD's, Interest Rates & Baby Boomers
Retire With Integrity Podcast with Brian Bowen
Release Date: 02/29/2024
The First Year of Retirement
Retire With Integrity Podcast with Brian Bowen
Well, you’re retired. Now what? Some people subscribe to the “first year rule,” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially? Get Additional Information:
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Road Trip!
Retire With Integrity Podcast with Brian Bowen
If you’re heading out on a road trip, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist… Get Additional Information:
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Beatlemania: Lyrics with Financial Wisdom
Retire With Integrity Podcast with Brian Bowen
Let's take a look at some of these classic Beatles lyrics from approximately sixty years ago and see if they might relate to your financial plan today… Get Additional Information:
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Financial Book Club: I Will Teach You to be Rich by Ramit Sethi
Retire With Integrity Podcast with Brian Bowen
Let’s take a look at another best-selling book to see how many of these principles align with what a financial advisor has to say. Ramit Sethi, a Stanford grad who claims most money advice is outdated, wrote the book, “I Will Teach You to Be Rich” and then went on to host the Netflix show, “How to Get Rich.” Let’s explore a few of his concepts… Get Additional Information:
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Age 62: An Important Retirement Milestone
Retire With Integrity Podcast with Brian Bowen
When most people think of milestone ages, they think of ages like 50, 60, 65, or 70. But turning 62 can also be a big milestone, and the decisions you make in that year can set the stage for many of your retirement plans. Let’s talk about some of the reasons it can be a milestone and questions you need to have answers to… Get Additional Information:
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Protecting What Matters: Legal Insights with Daniel Crandall Esq.
Retire With Integrity Podcast with Brian Bowen
Today on Retire with Integrity, Brian welcomes a special in-studio guest, attorney Daniel Crandall Esq.- a respected personal injury lawyer with over 45 years of experience in Roanoke Valley. They discuss how legal expertise and thoughtful planning can protect your assets, especially when dealing with injury settlements and tax considerations. Plus, Daniel shares his inspiring journey to owning a successful law firm that’s helped countless families over the decades. Get Additional Information:
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Building Success: Zach Shaffer's Path to Business Ownership
Retire With Integrity Podcast with Brian Bowen
We have another in-studio guest with us today! Zach Shaffer joins Brian to share his journey from learning and growing in business to owning multiple successful ventures, including an AAMCO Transmissions franchise. Get Additional Information:
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The Wrong Questions
Retire With Integrity Podcast with Brian Bowen
A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions… Get Additional Information:
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Chatting with Ty Walker of Smoke In Chimneys
Retire With Integrity Podcast with Brian Bowen
Today, Brian sits down to chat with Ty Walker of an abandoned 1930s trout hatchery reborn in the hills of the Appalachia. Get Additional Information:
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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? Get Additional Information:
info_outlineIn 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.