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Retirement Unraveled: Are Your Accounts Working Together?

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Manage episode 516141139 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://podcastplayer.com/legal.

Is your retirement plan a tangled web of accounts, tax statuses, and unanswered questions? Brandon Bowen breaks down the complexity of modern retirement, from consolidating old 401(k)s and IRAs to tackling tax strategies and portfolio risk. Discover why a customized blueprint is essential and how thoughtful planning can help you navigate the financial maze with confidence.

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

269 episodes

Artwork
iconShare
 
Manage episode 516141139 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://podcastplayer.com/legal.

Is your retirement plan a tangled web of accounts, tax statuses, and unanswered questions? Brandon Bowen breaks down the complexity of modern retirement, from consolidating old 401(k)s and IRAs to tackling tax strategies and portfolio risk. Discover why a customized blueprint is essential and how thoughtful planning can help you navigate the financial maze with confidence.

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

269 episodes

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