Social Security, Estate Planning & Staying Healthy
Retire With Integrity Podcast with Brian Bowen
Release Date: 03/06/2025
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:
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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...
info_outlineIn 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 Security and Retirement Planning
09:56 Understanding Wealth Management and Estate Planning
20:12 Navigating Retirement Transitions and Lifestyle Changes
29:58 Health and Fitness in Retirement: A New Perspective