![Retire With Integrity Podcast with Brian Bowen artwork](https://is1-ssl.mzstatic.com/image/thumb/Podcasts123/v4/be/83/e0/be83e0fc-d588-08d3-9a8a-7feaf9dc88e7/mza_1023316187358108313.png/100x100bb.jpg)
Retirement - Are You Confident About Yours?
Retire With Integrity Podcast with Brian Bowen
English - June 20, 2024 14:39 - 21 minutes - 29.4 MB - ★★★★★ - 1 ratingInvesting Business News Business News bowen retire brian financial integrity Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Your Health, Estate Planning & Getting A Good Night's Sleep
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