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 managing finances after a spouse's death. There's much more so please listen to har what else the guys are talking about.nt.   01:50 Tax Benefits of Moving to Florida 02:44 Market Drop and Recession Indicators 05:03 Importance of Knowing Retirement Savings 06:23 Challenges of Managing Finances After Spouse's Death 13:13 Increasing Financial IQ for Retirement 19:43 Building a Comprehensive Retirement Blueprint 20:10 Finding Purpose and Activities in Retirement

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 emphasizes the need for individuals to take control of their financial future and not rely solely on market timing. Also, if you're a business owner don't miss Brian's take on the importance of exit planning.   00:30 Is it Possible to Time the Market? 03:24 Investing in a Recession-Resistant Portfolio 06:12 The All-Weather Portfolio 09:35 The Ineffectiveness of Timing the Market 10:30 The Federal Reserve and Inflation 13:41 Taking Control of Your Financial Future 15:38 Understanding Personal and Enterprise Goodwill 19:47 The Importance of Enterprise Goodwill 23:31 Building and Growing Your Business 24:46 Preparing for an Exit

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 individuals and business owners reduce their tax liabilities and maximize their wealth.  As we heaed into tax season these are things you need to know.   00:55Tax Tip #1: Cost Segregation 03:01Tax Tip #2: Captive Insurance 05:46Tax Tip #3: Defined Benefit Plan 06:44Tax Tip #4: Tax Loss Harvesting 08:04Tax Tip #5: 1031 Exchange 10:28Tax Tip #6: Opportunity Zones 15:08Tax Tip #7: Estate Taxes 19:49Tax Tip #8: 706 Portability 22:08Tax Tip #9: Intermediate Installment Sale 24:30Tax Tip #10: Qualified Small Business Stock

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 storage units. The conversation emphasizes the importance of financial coaching and seeking professional advice when making significant financial decisions.  

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 strategy. He also highlight the significance of involving trusted advisors in the planning process.  00:29 Creative Tax Reduction Strategies 05:17 Legal and Ethical Tax Reduction 10:32 The Importance of Planning for the Five Ds 13:09 Depreciation Recapture and Selling a Business 21:36 Exit Planning for Real Estate Owners

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 and Tax Strategies (09:16) Retirement Planning without Children (11:06)

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 proprietorship and selling a partnership interest. They highlight the advantages of opportunity zones and the benefits of employee stock ownership plans (ESOP) for business owners and employees. What is a 1031 Exchange (:29) The process of the 1031 Exchange (3:23) The tax benefits of a 1031 Exchange (7:46) The government is giving out tax tips? (12:23) Opportunity Zones and tax deferrals (16:26)

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 (1:03) When do start asking for help when selling your business? (3:46) How many tax strateies are a good fit for you? (10:10) Are you getting advice from the right people? (18:45)

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 72 (3:46) Year End Tax Tips (8:56) Reasonable Compensation (14:58) HSA Accounts (18:20)

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  (0:24) ·         Treasury Bonds & interst rates (04:55) ·         Social Security age question (07:02 ) ·         RMD requirements changing (10:05 ) ·         "Death Tax" talk (15:54 )