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Retirement - Are You Confident About Yours?

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Manage episode 424609943 series 2098740
内容由Brian Bowen提供。所有播客内容(包括剧集、图形和播客描述)均由 Brian Bowen 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

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105集单集

Artwork
icon分享
 
Manage episode 424609943 series 2098740
内容由Brian Bowen提供。所有播客内容(包括剧集、图形和播客描述)均由 Brian Bowen 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

  continue reading

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