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Retirement - Are You Confident About Yours? episode artwork

EPISODE · Jun 20, 2024 · 21 MIN

Retirement - Are You Confident About Yours?

from Retire With Integrity Podcast with Brian Bowen

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, estate planning, and building wealth through various avenues. They also discuss the difference between investing and saving, and the need for super savers to be more open to taking risks. The episode concludes with a discussion on different investment scenarios based on the timeline of needing the money.   01:28  The Core of Financial Planning 05:18  Investing vs. Saving 10:01  The Impact of Competition in Finance 14:10  Taking Risks as a Super Saver

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Frequently Asked Questions

How long is this episode of Retire With Integrity Podcast with Brian Bowen?

This episode is 21 minutes long.

When was this Retire With Integrity Podcast with Brian Bowen episode published?

This episode was published on June 20, 2024.

What is this episode about?

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...

Can I download this Retire With Integrity Podcast with Brian Bowen episode?

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