Retire With Integrity Podcast with Brian Bowen

Mar 05 2025 96 ep. 19 mins 8
Retire With Integrity Podcast with Brian Bowen artwork

Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.

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Social Security, Estate Planning & Staying Healthy

Mar 05 2025 34 mins  
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

Social Security Taxation & What Happens With Taxes When You Sell Your Business

Feb 23 2025 26 mins  
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 r

Never Too Soon To Start Tax Planning

Jan 22 2025 28 mins  
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

Selling As A Senior and Being Proactive

Oct 27 2024 25 mins  
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 importan

HELOC's, Seller Financing and Taxes

Aug 23 2024 19 mins  
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 insi

Interest Rates, Inflation & Your Retirement

Aug 08 2024 18 mins  
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 host

Retirement - Are You Confident About Yours?

Jun 20 2024 21 mins  
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,

Financial Role Models, Estate Planning & Rainy Day Funds

May 30 2024 20 mins  
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 ann

The Fed, Social Security and You

May 09 2024 21 mins  
In this episode, Brian Bowen and Brett Sharp discuss the possibility of interest rate hikes by the Federal Reserve and the impact on the economy. They emphasize the importance of individuals taking control of their own financial lives and increasing their financial IQ. They also discuss the significance of understanding clients' fears, conflicts, and dying wishes when working as a

Scavenger Hunt For Inheritance, Costco Gold and French Fries...Oh My

Apr 17 2024 20 mins  
In this episode, Brian and Brett discuss various topics including an unusual way to dole out a man's inhertiance...with a posthumous scavenger hunt! The guys also discuss gift taxes, the importance of comprehensive financial planning, the rise in gold sales, and the need for a retirement plan. They emphasize the importance of collaborating with different advisors and taking the tim