Скачать или смотреть Are You Really Ready to Retire? The Money Report with Brian Bowen - CBS Sunday Morning

Brian Bowen, President of Integrity Financial Planning, explores some of the most important things to consider if you're nearing retirement or IN retirement.

Learn more about Brian or listen to his podcast and view his blog at www.financialplanningva.com, or call/text 540-266-3100 and mention you found us on YouTube.

Based out of Roanoke, VA, but serving clients nationwide, Integrity Financial Planning is open to serve folks as they prepare for and enjoy retirement with a wealth of services including Estate Planning, Tax Planning and Tax Strategy, Retirement Planning, Portfolio Management and more.

Brian’s financial career began in 1999 working for Conseco Financial, Morgan Stanley, and the Farm Bureau. He learned to listen to clients’ needs and developed creative solutions for income creation, growth, and the protection of retirement assets. Soon, he became frustrated with the limited options he could offer his clients and knew he could do better for them, leading him to become an independent, comprehensive financial planner. Free of the constraints of a large corporation and its limited offerings, Brian can select from hundreds of products and services, and employ creative strategies to serve his clients. As a Registered Investment Advisor--a fiduciary--Brian has a moral and ethical obligation to work in the best interest of his clients.
Brian’s emphasis is on helping his clients preserve retirement assets while still creating income. He answers questions like:
o Do I have enough to retire?
o Are my investments working hard enough?
o What are the elements of a sound estate strategy?
o Do I have enough life insurance for my family?
o How can I reduce taxes?

Brian has categorized 7 areas that make up one’s financial picture. They are:
o Investment planning
o Retirement planning
o Estate planning and charitable giving
o Cash flow and budgeting
o Insurance
o Financial assistance to family and loved ones, and
o Tax planning
Each category affects the others and all must be considered if an advisor is to produce the most advantageous financial plan for his clients. To properly address this, Integrity Financial Planning has expanded to become a “family office”, incorporating in-house professionals who provide one-stop services addressing all the above concerns.
 
Many of these questions are addressed on Brian’s weekly radio show Retire with Integrity. The program can be heard on the following stations:
WCGO 1590 AM Sunday 6-8AM CST Chicago IL Listen Live
WFIR 107.3 FM Saturday 10-11AM Roanoke VA Listen Live
960 AM
WRAD 101.7 FM Saturday 10-11AM Blacksburg VA
103.5 FM
1460 AM
WLNI 105.9 FM Saturday 9-10 AM Lynchburg VA Listen live
WKXO 1500 AM Sunday 3-5 PM Berea KY

Brian lives in Virginia with his wife Sheri, their 6 children and Dakota, a Husky pup. He’s active in his church and enjoys boating on Smith Mountain Lake and being outdoors with his family.