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.
One listener recently inherited her father’s farm and an IRA and is thinking about cashing it all out in order to retire. Is this a good plan? Brian shares some of his own experience with moving and selling farm property. More than just the financial aspects of selling a family farm, there’s an emotional attachment you’ll want to consider. There are a few other options to think through besides selling.
Are you ready for some spring cleaning? More than just your closet or garage, you might want to assess what’s in your financial closet. You might not want to address everything in there, but it would be wise to review it with your advisor. We’ve all made bad financial deci-sions, you just have to learn from them. In this episode, Brian shares some tips on how to clean up your financial closet.
From financial plans to home remodeling, it’s common to be tempted to DIY your way there. But should you? When you do it on your own, you may be swayed by emotions or confusion. Financial planning can be complicated. Have you thought about taxes or estate planning or when to withdraw and from where? Having a financial advisor can help navi-gate those emotions and decisions so you can feel more at ease.
If you are a small business owner (or want to be), there are a lot of financial decisions you have to make. From investing in the right industries to knowing how to sell the business when you are ready to retire, a good financial advisor can point you in the right direction. Brian answers three questions from the mailbag that cover selling a business, being strategic about your business taxes, and learning more about real estate investment trusts vs. owning real estate.
What does it mean to invest like a genius? We talk about the common characteristics among intelligent people and how you can apply those characteristics to your investing strategies. Then, Brian answers two questions from the mailbag about money in retirement.
We all want to know that we have enough for retirement when the time comes. Brian an-swers a question from the mailbag from someone who previously thought she couldn’t af-ford retirement, but has since realized her pension would provide more than she thought. Is it enough to retire though? How do you figure that out?
Some of the greatest coaches inspire their teams to do well. Today we look at quotes from famous coaches and apply the same wisdom to our financial lives. Then, we discuss the seven deadly sins and how to avoid them when saving, spending, and strategizing with your money.
Mutual funds have been a popular way to invest, but are they what’s best for your financial plan? Brian talks about what happens with a mutual fund, who has them, and what might be a better fit instead. According to Brian, mutual funds are kind of like driving a 1987 As-trovan. Is that the kind of vehicle you want to travel in?
Financial planning is not the same for everybody, so it’s important to have a plan. Living below your means, saving and investing, can get you far. Just like Mr. Miyagi in the movie Karate Kid teaches discipline, you need to have discipline with your financial plan. Then, we talk about why some people don’t want to retire.
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Integrity Financial Planning, Inc. is an independent Registered Investment Advisor based in Roanoke, Virginia. Our independence ensures a fiduciary duty to work in our clients’ best interests. As objective advisors, we select from a wide range of products and services that are appropriate for each client’s situation. The information in this website is not investment or securities advice and does not constitute an offer. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investment advisory services offered by Integrity Financial Planning, Inc., a Registered Investment Advisory firm. This information is designed to provide general information on the subjects covered. The information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances. Financial professionals are not licensed in all 50 states. To find out if Brian Bowen is licensed in your state, please call 540-266-3100. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Insurance and annuities offered through Integrity Financial Planning, Inc., VA Insurance License #131017. The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.