Retire With Integrity Podcast with Brian Bowen

In this episode, Brian Bowen and Brett Sharp talki about Jeff Bezos' tax savings after moving to Miami. They then discuss the tax benefits of moving to Florida and other states with no income tax. The conversation shifts to the recent market drop and indicators of a possible recession. They also emphasize the importance of knowing one's retirement savings and share a story about the challenges of...

In this episode, Brian Bowen and Brett Sharp discuss the futility of trying to time the market and the importance of investing in a recession-resistant portfolio. They highlight the concept of the all-weather portfolio, which aims to provide steady returns with lower risk. The conversation then shifts to the Federal Reserve's role in evaluating inflation and the potential for rate cuts. Brian emph...

In this episode, Brian Bowen and Brett Sharp discuss the top 10 tax strategies that all wealthy people must know. They cover a range of topics including cost segregation, captive insurance, defined benefit plans, tax loss harvesting, 1031 exchanges, opportunity zones, estate taxes, 706 portability, intermediate installment sales, and qualified small business stock. These strategies can help indivi...

In today's episode, Bian Bowen gives Brett Sharpe a lesson in investing in real estate, specifically turning an old hotel into an apartment building and selling self storage units. They cover topics such as financing options, starting small in real estate, finding deals, asset protection and estate planning.  As well as the value of consulting and education, and tax implications when selling self...

Brian Bowen discusses various tax reduction strategies and planning techniques. He explores creative ways individuals have tried to reduce their tax burden, such as unconventional marriages and moving to different states.  Brian emphasizes the need for comprehensive exit planning and the consideration of the five Ds (death, disability, divorce, disagreement, and distress) when creating an exit str...

In this episode, Brian Bowen discusses the impact of interest rates on the real estate market, the potential changes in home values, the government deficit, and political corruption. They also delve into estate planning and tax strategies, as well as retirement planning for individuals without children. Interest Rates and Real Estate ( 00:29) Home Values and Market Changes ( 02:22) Estate Planning...

In this episode, Brian Bowen and Brett Sharp discuss the 1031 exchange and its benefits for real estate investors. They explain the process of a 1031 exchange and the importance of finding a qualified intermediary. Additionally, they explore various tax strategies for selling a business, suggested by the governemnt!  That's kinda crazy, right? Some tips like negotiating the sale of a sole propriet...

In this episode Brian dives into the things you should be considering at this time of year when it comes to taxes.  Whether you're a business owner or an individual, check out what Brian has to say about dealing with taxes and your retirement money.  He talks about folks he has helped and ways that you can pay what you have to but hopefully nothing more.  Offsetting taxes from a business sale (1:0...

In this episode, brian runs down a whole bunch of things including an NFL player who put his paycheck online and offered financial advice to go with it.  Also, Brian & Brett talk about the Rule of 72 and how hat works as well as year end tax tips we can all learn something from.  Plus, the importance of an HSA and how that could work in your favor for retirement.     NFL Money Tips (:34) Rule of 7...

In this episode Brian reacts to the news of a possible upcoming recession as well as  chagnes to your Required Monthly Distribution.  Also, are interest rates affecting treasury bonds and how does Brian really feel about the high rates of today.  Plus a lot more talk of the things that affect your retiremnt money.      Here are the topics Brian talks about on today's show: ·         Recession news...

More American small businesses than ever are filing for bankruptcy and in this episode Brian Bowen talks about why he believes that's happening.  Also, Brian and Brett discuss buying gold from Costco and what affect the continuing growth of artificial intelligence may have on the financial world and ultimately your retirement.      Here are the topics Brian talks about on today's show: ·         S...

This episode, Brian Bowen the best ways to deal with getting out of your business when you no longer want to be working.  Also, don't get surprised by taxes in retirement!  Brian talks about what he and his team do to help you avoid that kind of situation.  Homeowners in America have a huge amount of equity in real estate right now, find out how much and what you should be doing with yours.  And f...

In this week's episode, Brian Bowen talks about retirement age and how you should aproach yours.  Also, global oil production and the effect it will have on our continuing battle with inflation.  Remember the regional banking crisis earlier this year?  Well, more fallout from that could affect your account.   And if you're looking at buying or selling a home, there's kind of a stalemate between bo...

Brian Bowen tackles a lot of stuff in this week's episode.  Things that affect your retirment and ways for you to deal with them.  He answers the question how hard is to plan for retirment, really? Also, did you know that you are a money role model for your kids and grandkids?  And what Gen Z thinks about the future of scial security, is better than what others think about it?  And Brian talks wit...

Oh there's a lot to get through in this episode.  Brian and Brett talk about the guy who was behind the movie The Big Short and his predictions for the economy .  Also, the current state of the real estate market and what the means for us in retirement as well as how important is a perfect credit score of 850, really?  And, if you're a coffee drinker, a new study out shows the relationship between...

In this episode Brian and Brett talk about market fears and if those afraid to stay in the market find gold to be the answer.  Also, how big is the credit card debt in our country? Brian talks about how big it really is and how this happened. A long time company goes bankrupt and what that could mean to all of us. Plus, has it really come tho this?  Stores having to lock up ice cream, listen to fi...

Thios week Brian & Brett discuss everything from the hazards of pickleball to truly understanding what you have financially.  Brian discusses how to best plan for retirement now that we as a group are living longer.  Also, understanding financial risk and how far are you willing to go with it.  Do you truly understand where you are financially?  A lot of us don't so Brian talks abotu the best ways...

In this episode, Brian and Brett talk about a lot of things concerning your retirement.  They discuss a strategy known as the "do nothing portfolio" and whether that's a good idea or not.  Also the perils of not having an estate plan in place as well as what are the top 10 worst states to live in?  FInd out why in this episode.     Here are the questions Brian answers on today's show: ·         Wo...

In this episode, Brian Bowen talks about the expected increases to Medicare.  Are you ready for these kinds of things in retirement?  Having a financial plan for your retirement years that anticipates all the obstacles is just what Brian and his team can help with.  Also, Brian and Brett talk about Artifical Intelligence (AI) and it's effect on our day to day lives as well as the phenomenon of phu...

In this episode, Brian & Brett talk about a new scam to watch out for, this one is aimed at buisiness owners.  Also, why is Costco talking recession and why it is so important to actually listen to the fiduciary from whom you're seeking advice.    Here are the questions Brian answers on today's show: ·         Costco talks recession (0:33) ·         ERC Tax Break Scams (6:31 ) ·         Listen To...

When you've made your small business both your livelihood and retirement plan, there's a lot to sort out when you're ready to sell it. Brian answers a question from the mailbag from someone ready to wash his hands of owning and running a storage facility. What can he do to avoid a big tax bill?   Here are the questions Brian answers on today's show: Mailbag: Ready to sell a storage unit facility,...

Are you prone to making these major mistakes when it comes to taxes and overpaying? You have to be looking at your income and looking at your deductions and strategize in order to avoid major tax mistakes. Are you doing everything you can do? One of the keys to cutting taxes is timing. What other strategies should you keep in mind?   Here's what you'll learn on today's show:  What are the most exp...

We all have things that bother us. What kinds of things bother financial advisors like Brian? In this episode, Brian shares his biggest pet peeves in the financial industry, such as hidden fees, and how he advises his clients about them. He also answers a question from the listener mailbag and sheds light on the private wealth division.    Here's what we talk about on today's show:    Mailbag: Wha...

It's quiz time! How would you grade your financial competency? Join us as we ask some critical questions when it comes to your finances.   Stay tuned and test your knowledge by seeing how many of these questions you can answer! At the end of this episode, Brian will also answer a few questions from the mailbag.    Here are the quiz questions as well as two questions Brian answers from the mailbag:...

What financial commandments should you be following? In this episode, we talk through what "thou shall" and "shall not" do when it comes to your finances and retirement planning. Brian shares some client examples of what this can look like and how to stay on the straight and narrow in order to reach your financial goals.    But before we jump in, we'll talk through some market predictions, how you...