Retire With Integrity Podcast With Brian Bowen

Is a fixed rate annuity a wise investment choice? It all depends on your goals! Brian talks through when someone might choose to use this financial tool.   Today's show schedule:  0:12 - Is a fixed rate annuity a good idea? 6:31 - How does inflation impact this decision?   Get Additional Information: https://financialplanningva.com/podcast/

As football season nears, receiver Rob Gronkowski won’t be on the field but retired instead. While he’s done with football, his life isn’t over. Now, he’s trying to figure out what else he really wants to do with his life. Even though most retire at an age much older than 33-year-old Gronkowski, you’ll likely want to do more than sit at home all day in retirement. What are you wanting to focus on? Having a healthy balance in regards to what you’re going to do in retirement is key. Maybe you’ll find something else you’re passionate about.   Today's show schedule:  0:12 - Football receiver Rob Gronkowski is retired and has to look toward what’s next. 4:44 - Considering real estate investing?   Get Additional Information: https://financialplanningva.com/podcast/

What are the risks of making emotional decisions when it comes to your money? Brian shares what he tells clients about investing and retirement planning.   Today's show schedule:  0:12 - So many football draft decisions are based on emotions. 1:44 - How often do people make investing decisions they regret? 4:44 - Do you know what you’ll be retiring to?    Get Additional Information: https://financialplanningva.com/podcast/

What does the “tool man” Taylor have to tell us about our finances? What does Brian tell clients trying to retire this year? Find out on today’s show!   Today's show schedule:  0:12 - Are any clients rethinking their retirement plans? 5:03 - People seem obsessed with how much money they are making.   Get Additional Information: https://financialplanningva.com/podcast/

When taking out your retirement income, it’s important to consider the source. New statements may make it easier to see what you have, but what should you focus on when making a retirement income plan?   Today's show schedule:  0:12 - Changes are coming to your 401(k) statement. 7:40 - Do you have a strategy in place for your retirement income?   Get Additional Information: https://financialplanningva.com/podcast/

Does your plan properly account for inflation, now and in the future? Where is the stock market headed? Let’s talk about the things you need to be thinking about right now in your financial plan.   Today's show schedule:  0:12 - Will inflation go back down? 6:05 - Is the bubble going to burst?   Get Additional Information: https://financialplanningva.com/podcast/

How can you instill wise financial decisions at a young age? Brian shares his favorite financial app for kids and teens and how these healthy habits can pay off in the long-run.   Today's show schedule:  0:12 - Brian talks about finding teachable moments for kids. 3:35 - Saving money and making wise decisions adds up. 6:06 - Do people typically have a target retirement age?   Get Additional Information: https://financialplanningva.com/podcast/

What options do you have when it comes to protecting your assets and investments? Brian discusses our current economy and shares what some of his clients have been doing about it.   Today's show schedule:  0:12 - What’s the silver lining of today’s market? 4:46 - What’s guaranteed and protected?   Get Additional Information: https://financialplanningva.com/podcast/

Should you invest everything into an index fund? What approach does Brian use that is different?   Today's show schedule:  0:12 - Where are retirees spending extra time? 2:25 - Warren Buffett suggests investing in an index fund.   Get Additional Information: https://financialplanningva.com/podcast/

How do you know what strategy is best for you when it comes to risk and retirement? Brian shares some of what he advises clients when it comes to their portfolios.   Today's show schedule:  0:12 - How do you balance assets in a portfolio? 4:16 - What do you do if you’re not ready to retire?   Get Additional Information: https://financialplanningva.com/podcast/

In the news, we’re hearing a lot about inflation and the stock market. What do you need to watch out for and what does Brian have to say about it?   Today's show schedule:  0:12 - April inflation went down, only slightly. 6:55 - The stock market has been seeing losses lately.   Get Additional Information: https://financialplanningva.com/podcast/

Do all signs point toward recession? If so, what do we do about it? Brian shares his take on what’s ahead.   Today's show schedule:  0:12 - Are we facing a recession? 2:34 - Real estate is a diversification tool. 7:10 - Some retirees are headed back to work.   Get Additional Information: https://financialplanningva.com/podcast/

What should Gen X be doing right now as they inch their way closer to retirement age? We talk through what decisions you might have and how to make the most of them.   Today's show schedule:  0:12 - Should you buy I bonds? 3:13 - When should Gen X be reaching out to a financial advisor about retirement?   Get Additional Information: https://financialplanningva.com/podcast/

Are you set up well to face all of the inflation we’ve been experiencing? What’s to come? Today's show schedule:  0:12 - How aggressive should a retirement saver be about their plan? 4:31 - Just like a home project, add in extra time and money past what you think you need. 7:30 - Inflation is the number one problem right now.   Get Additional Information: https://financialplanningva.com/podcast/

We’re all a little hesitant when it comes to change but what is that resistance costing you when it comes to money? Let’s talk about why people avoid financial change and share some examples of what you might be missing out on.   Today's show schedule:  0:13 – Jeopardy drama 0:39 – How often do we encounter resistance? 1:22 – Client story 5:05 – Financial advisor vs planner 7:10 – Real estate   Get Additional Information: https://financialplanningva.com/podcast/

What do you need to watch out for when it comes to taxes in retirement? Brian talks through big mistakes people make and how to avoid them with solid planning ahead of time.   Today's show schedule:  0:13 - What are common tax mistakes retirees make? 4:34 - Planning software can project what you’ll be paying in future taxes. 8:04 - You want an advisor who knows how to use the software and plan accordingly.   Get Additional Information: https://financialplanningva.com/podcast/