Jun 27 2024 15 mins
Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. So, in today’s episode, we’ll talk about the beauty of straightforward financial planning.
Here’s what we discuss in this episode:
0:00 – Intro
0:46 – The 80/20 retirement formula
2:26 – How financial planning gets overcomplicated
4:10 – Does technology help or hurt?
5:57 – Accumulate, protect, and avoid
8:19 – Saving as much as you can
10:13 – Social Security education, minimizing taxes, and protecting assets
Get in Touch:
Phone: (303) 222-8034
Book an appointment with us: https://www.bowmanfinancialstrategies.com/contact
Our website: https://www.bowmanfinancialstrategies.com/
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Facebook: https://www.facebook.com/bowmanfinancialstrategies/
Watch the Podcast on YouTube: Bowman Financial Strategies - YouTube