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The Beauty of Simplicity When Planning For Retirement
Manage episode 425899051 series 3575622
İçerik Erik Bowman tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Erik Bowman veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. So, in today’s episode, we’ll talk about the beauty of straightforward financial planning.
Here’s what we discuss in this episode:
0:00 – Intro
0:46 – The 80/20 retirement formula
2:26 – How financial planning gets overcomplicated
4:10 – Does technology help or hurt?
5:57 – Accumulate, protect, and avoid
8:19 – Saving as much as you can
10:13 – Social Security education, minimizing taxes, and protecting assets
Get in Touch:
Phone: (303) 222-8034
Book an appointment with us: https://www.bowmanfinancialstrategies.com/contact
Our website: https://www.bowmanfinancialstrategies.com/
LinkedIn: https://www.linkedin.com/in/bowmanfinancialstrategies/
Facebook: https://www.facebook.com/bowmanfinancialstrategies/
Watch the Podcast on YouTube: Bowman Financial Strategies - YouTube
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