ÜBER DIESE EPISODE
Phil Mickelson broke records when he won the PGA Championship at age 50 and walked away with $2 million… until Uncle Sam took half of those winnings back to Washington. Brandon talks about the details of this devilish deal, and how you too can suffer from the “Uncle Sam Effect” on your retirement accounts. Want to learn ways to reduce your taxes in retirement? Visit www.BowenFinancialGroup.com
See omnystudio.com/listener for privacy information.
Englisch
Vereinigte Staaten
TRANSKRIPT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
VERGANGENE FOLGEN SUCHEN
Vorhandene Folgen von Charleston's Retirement Coach durchsuchen.
WEITERE EPISODEN IN DIESEM PODCAST
Could a market downturn at the wrong time have a greater impact on your retirement than you expect? In this episode, Brandon Bowen discusses sequence of returns risk and why market losses can be especially challenging for retirees who are drawing income from their portfolios. He explains how strong…
Are you entering retirement’s third quarter without a clear game plan? In this episode, Brandon Bowen discusses why midyear can be an important time to review retirement savings, evaluate spending habits, reduce debt, and put idle cash to work. He explains how small adjustments today may affe…
What happens when a family crisis exposes gaps in an estate plan? On this episode, Brandon Bowen shares a real-life client story that highlights the importance of having a trust, clear estate documents, and a coordinated retirement strategy. As health challenges, long-term care expenses, and family…
Could one of the biggest retirement mistakes be assuming everything is already taken care of? In this episode, Brandon Bowen discusses several common assumptions that can create challenges for retirees and pre-retirees. Topics include evaluating whether your investment strategy still aligns with yo…
What would you do if a six-figure inheritance suddenly landed in your lap? In this episode, Brandon Bowen discusses common inheritance decisions and the different considerations that can arise depending on your age and stage of life. He shares real-world examples of families navigating inherited as…
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Brandon Bowen, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.
BEARBEITEN
Vielen Dank, dass Sie uns helfen, die Podcast-Datenbank auf dem neuesten Stand zu halten.
