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The Beauty of Simplicity When Planning For Retirement

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Manage episode 425899051 series 3575622
Indhold leveret af Erik Bowman. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Erik Bowman eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

29 episoder

Artwork
iconDel
 
Manage episode 425899051 series 3575622
Indhold leveret af Erik Bowman. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Erik Bowman eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

29 episoder

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