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The Beauty of Simplicity When Planning For Retirement

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Manage episode 425899051 series 3575622
Content provided by Erik Bowman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Erik Bowman 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://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

23 episodes

Artwork
iconShare
 
Manage episode 425899051 series 3575622
Content provided by Erik Bowman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Erik Bowman 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://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

23 episodes

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