The Good News in Financial Planning

The Principle:

After putting it off too long, you know what sounds good? Putting your financial plan in order! Let’s do that today. 

(Want to jump ahead in the episode? Click the featured times below to skip to a specific section.)

Honest Takes:

Summer time is usually when people put off their retirement plan or looking at their finances. This year, Brian and his team have been extremely busy as people are looking to prepare for retirement. Whether it’s inspired by COVID or just the lack of vacations people are taking, clients want to focus on what they can prepare for.

The good news? People are asking questions like:

  • How much money do I need?
  • Where can I generate income?
  • How can I reduce my taxes?
  • What kind of estate planning do I need?
  • What type of insurance do I need?

Several clients are looking at an early retirement or pension buyout. Do you have a plan that allows you to retire? How can you live in retirement for decades without collecting a paycheck from a job? How can your legacy be passed down without getting caught up in taxes?

Listen to the entire episode to hear more from Brian or click on the timestamps below to skip to a particular segment.

[0:16] – What’s some good news from Brian?

[1:59] – What are you focusing on right now?

[3:09] – What happens if you are facing early retirement or a pension buyout?   

[5:22] – How can you offset taxes and pass down a legacy?

Today’s Truth:

“One of the things that is happening right now is pension buyouts and retiring early. A lot of the bigger companies are hurting.”

Brian Bowen


The Host:

Brian Bowen – Contact

Brian Bowen Integrity Financial Planning Roanoke Virginia discusses the deferred payment plan Bobby Bonilla and his agent were able to work out