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Navigating Retirement: Strategies for Financial Security

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Manage episode 467230439 series 3561345
Content provided by Impact Partnership and Brandon Bowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Brandon Bowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, Brandon Bowen discusses the importance of planning for retirement, particularly focusing on social security risks and strategies to mitigate them. He emphasizes the need for a diversified income stream and shares a client case study to illustrate how to effectively manage retirement income. The conversation also covers common mistakes made by retirees, the significance of professional financial advice, and various tax strategies that can enhance retirement savings.

Like what you hear? Get a second opinion today: bowenwealth.com

Follow us on social media: YouTube | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

246 episodes

Artwork
iconShare
 
Manage episode 467230439 series 3561345
Content provided by Impact Partnership and Brandon Bowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Brandon Bowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, Brandon Bowen discusses the importance of planning for retirement, particularly focusing on social security risks and strategies to mitigate them. He emphasizes the need for a diversified income stream and shares a client case study to illustrate how to effectively manage retirement income. The conversation also covers common mistakes made by retirees, the significance of professional financial advice, and various tax strategies that can enhance retirement savings.

Like what you hear? Get a second opinion today: bowenwealth.com

Follow us on social media: YouTube | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

246 episodes

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