אודות פרק זה
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.
אנגלית
ארצות הברית
תעתיק 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
פרקים אחרים בפודקאסט הזה
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 a…
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 aff…
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 stron…
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 famil…
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 y…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Brandon Bowen, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.
