Best Brian A Crandall Podcasts (2025)

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Road Trip! 54:01

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1h ago54:01

54:01

If you’re heading out on a road trip, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist… Get Additional Informatio…

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Beatlemania: Lyrics with Financial Wisdom 54:01

7d ago54:01

54:01

Let's take a look at some of these classic Beatles lyrics from approximately sixty years ago and see if they might relate to your financial plan today… Get Additional Information: https://financialplanningva.com/podcast/

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Financial Book Club: I Will Teach You to be Rich by Ramit Sethi 54:01

14d ago54:01

54:01

Let’s take a look at another best-selling book to see how many of these principles align with what a financial advisor has to say. Ramit Sethi, a Stanford grad who claims most money advice is outdated, wrote the book, “I Will Teach You to Be Rich” and then went on to host the Netflix show, “How to Get Rich.” Let’s explore a few of his concepts… Get…

1
Age 62: An Important Retirement Milestone 54:01

1M ago54:01

54:01

When most people think of milestone ages, they think of ages like 50, 60, 65, or 70. But turning 62 can also be a big milestone, and the decisions you make in that year can set the stage for many of your retirement plans. Let’s talk about some of the reasons it can be a milestone and questions you need to have answers to… Get Additional Information…

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Protecting What Matters: Legal Insights with Daniel Crandall Esq. 54:01

2M ago54:01

54:01

Today on Retire with Integrity, Brian welcomes a special in-studio guest, attorney Daniel Crandall Esq.- a respected personal injury lawyer with over 45 years of experience in Roanoke Valley. They discuss how legal expertise and thoughtful planning can protect your assets, especially when dealing with injury settlements and tax considerations. Plus…

1
Building Success: Zach Shaffer's Path to Business Ownership 54:01

4M ago54:01

54:01

We have another in-studio guest with us today! Zach Shaffer joins Brian to share his journey from learning and growing in business to owning multiple successful ventures, including an AAMCO Transmissions franchise. Get Additional Information: https://financialplanningva.com/podcast/

1
The Wrong Questions 54:01

4M ago54:01

54:01

A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions… Get Additional Information: https://financialplanningva.com/podcast/

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Chatting with Ty Walker of Smoke In Chimneys 54:01

5M ago54:01

54:01

Today, Brian sits down to chat with Ty Walker of Smoke In Chimneys, an abandoned 1930s trout hatchery reborn in the hills of the Appalachia. Get Additional Information: https://financialplanningva.com/podcast/

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What Makes A Millionaire? 54:01

5M ago54:01

54:01

An increasing number of Americans are reaching millionaire status. What are some of the most common strategies they're using to achieve this? Get Additional Information: https://financialplanningva.com/podcast/

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Social Security, Estate Planning & Staying Healthy 34:14

6M ago34:14

34:14

In this episode of the Retire with Integrity podcast, Brian Bowen and Brett Sharp discuss the current state of Social Security and its implications for retirement planning. They explore the importance of having a comprehensive financial plan that includes considerations for estate planning, wealth management, and lifestyle changes in retirement. Th…

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Social Security Taxation & What Happens With Taxes When You Sell Your Business 26:06

6M ago26:06

26:06

In this episode of the Retire with Integrity podcast, Brian Bowen and Brett Sharp discuss the complexities of Social Security taxation, the importance of financial planning, and strategies for navigating business and real estate sales. They emphasize the need for proactive tax planning to avoid unnecessary losses and highlight the hidden fees in in…

1
Never Too Soon To Start Tax Planning 28:33

7M ago28:33

28:33

In this episode of the Retire with Integrity podcast, Brian Bowen and Brett Sharp discuss various financial strategies for the new year, focusing on investment approaches, diversification, tax planning, and the importance of holistic financial planning. They explore the challenges of retirement savings across different states, the high cost of livi…

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Selling As A Senior and Being Proactive 25:39

10M ago25:39

25:39

In this episode of the Retire with Integrity podcast, Brian Bowen and Brett Sharp discuss the pressing concerns of retirees, particularly focusing on inflation, long-term care, and the dynamics of the real estate market amidst fluctuating interest rates. They explore how these factors impact retirement planning and the financial security of older A…

1
HELOC's, Seller Financing and Taxes 19:24

1y ago19:24

19:24

This week Brian discusses the pros and cons of using HELOCs, emphasizing the importance of using the funds wisely and considering the potential risks. He also explains the benefits of seller financing in real estate transactions and highlights the tax advantages it offers. Additionally, Brian discusses the impact of interest rates on different type…

1
Interest Rates, Inflation & Your Retirement 18:13

1y ago18:13

18:13

Brian and Brett are back and in this episode they discuss the anticipation and anxiety surrounding a potential interest rate cut by the Federal Reserve in September. Thery explore the impact of interest rate cuts on the economy, investors, and savers. The conversation also touches on topics such as mortgage rates, inflation, and the future of Socia…

1
Retirement - Are You Confident About Yours? 21:23

1y ago21:23

21:23

In this episode of the Retire with Integrity podcast, Brian Bowen and Brett Sharp discuss the role of finance in retirement confidence. They share a story about a prospective client who was confident in his investment portfolio but had not considered tax planning or other strategies. They emphasize the importance of financial planning beyond just i…

1
Financial Role Models, Estate Planning & Rainy Day Funds 20:07

1+ y ago20:07

20:07

In this episode, Brian Bowen and Brett Sharp discuss the importance of being a good financial role model for children, the challenges of retirement planning for business owners, and strategies for protecting and growing business assets. They also cover the topic of emergency savings, the role of Social Security in retirement planning, and the conce…

1
The Fed, Social Security and You 21:44

1+ y ago21:44

21:44

In this episode, Brian Bowen and Brett Sharp discuss the possibility of interest rate hikes by the Federal Reserve and the impact on the economy. They emphasize the importance of individuals taking control of their own financial lives and increasing their financial IQ. They also discuss the significance of understanding clients' fears, conflicts, a…

1
Scavenger Hunt For Inheritance, Costco Gold and French Fries...Oh My 20:58

1+ y ago20:58

20:58

In this episode, Brian and Brett discuss various topics including an unusual way to dole out a man's inhertiance...with a posthumous scavenger hunt! The guys also discuss gift taxes, the importance of comprehensive financial planning, the rise in gold sales, and the need for a retirement plan. They emphasize the importance of collaborating with dif…

1
Interest Rates, Healthcare and Crying Spas In New York City 24:42

1+ y ago24:42

24:42

In this new episdoe Brian and Brett talk about various topics including the Federal Reserve's interest rate cuts, commercial real estate loans, selling rental properties, and long-term healthcare insurance. The hosts discuss the potential impact of interest rate cuts on the real estate market and the challenges faced by commercial real estate inves…

1
Creative Tax Strategies & The Importance Of An Exit Plan 24:17

1+ y ago24:17

24:17

Brian and Brett talk about creative ways to reduce tax burdens, such as giving property deeds to farmhands or getting married on paper. Brian also talks about and helps you to understand more aabout opportunity zones and 1031 exchanges. He also emphasizes the importance of knowing the tax rules and planning for the five D's: death, disability, divo…

1
What It Takes to Own Several Business 21:50

1+ y ago21:50

21:50

In this episode, Brian Bowen interviews Damon Gatier, a successful real estate agent and business owner. Damon shares his journey from various occupations to finally pursuing his dream of becoming a real estate agent. He emphasizes the importance of coaching and mentoring in his success and highlights the value of continuous learning and personal g…

1
QCD's, Interest Rates & Baby Boomers 27:12

1+ y ago27:12

27:12

In this episode, Brian Bowen and Brett Sharp discuss Qualified Charitable Distributions (QCDs) and their benefits for individuals over retirement age. The guys also explore the impact of mortgage interest rates on real estate and the considerations for downsizing or relocating. They highlight the retirement crisis faced by late Baby Boomers and the…

1
What's Your Financial IQ? 27:15

1+ y ago27:15

27:15

In this episode, Brian Bowen and Brett Sharp talki about Jeff Bezos' tax savings after moving to Miami. They then discuss the tax benefits of moving to Florida and other states with no income tax. The conversation shifts to the recent market drop and indicators of a possible recession. They also emphasize the importance of knowing one's retirement …

1
Timing The Market, Inflation And The Importance Of Exit Planning 27:15

1+ y ago27:15

27:15

In this episode, Brian Bowen and Brett Sharp discuss the futility of trying to time the market and the importance of investing in a recession-resistant portfolio. They highlight the concept of the all-weather portfolio, which aims to provide steady returns with lower risk. The conversation then shifts to the Federal Reserve's role in evaluating inf…

1
Top 10 Tax Tips For 2024 27:15

1+ y ago27:15

27:15

In this episode, Brian Bowen and Brett Sharp discuss the top 10 tax strategies that all wealthy people must know. They cover a range of topics including cost segregation, captive insurance, defined benefit plans, tax loss harvesting, 1031 exchanges, opportunity zones, estate taxes, 706 portability, intermediate installment sales, and qualified smal…

1
Are Small Hotels & Storage Units A Good Investment? 23:42

1+ y ago23:42

23:42

In today's episode, Bian Bowen gives Brett Sharpe a lesson in investing in real estate, specifically turning an old hotel into an apartment building and selling self storage units. They cover topics such as financing options, starting small in real estate, finding deals, asset protection and estate planning. As well as the value of consulting and e…

1
Creative Tax Strategies & The Importance Of Planning Your Exit From Business 24:23

1+ y ago24:23

24:23

Brian Bowen discusses various tax reduction strategies and planning techniques. He explores creative ways individuals have tried to reduce their tax burden, such as unconventional marriages and moving to different states. Brian emphasizes the need for comprehensive exit planning and the consideration of the five Ds (death, disability, divorce, disa…

1
Estate Planning Without Kids, Commercial Real Estate & Tax Strategies 22:28

1+ y ago22:28

22:28

In this episode, Brian Bowen discusses the impact of interest rates on the real estate market, the potential changes in home values, the government deficit, and political corruption. They also delve into estate planning and tax strategies, as well as retirement planning for individuals without children. Interest Rates and Real Estate (00:29) Home V…

1
1031 Exchanges & The Government Gives Tax Tips? 23:55

1+ y ago23:55

23:55

In this episode, Brian Bowen and Brett Sharp discuss the 1031 exchange and its benefits for real estate investors. They explain the process of a 1031 exchange and the importance of finding a qualified intermediary. Additionally, they explore various tax strategies for selling a business, suggested by the governemnt! That's kinda crazy, right? Some …

1
Year End Tax Strategies & Tips 23:21

1+ y ago23:21

23:21

In this episode Brian dives into the things you should be considering at this time of year when it comes to taxes. Whether you're a business owner or an individual, check out what Brian has to say about dealing with taxes and your retirement money. He talks about folks he has helped and ways that you can pay what you have to but hopefully nothing m…

1
NFL Money Advice, Year End Tax Tips & The Rule of 72 21:55

2y ago21:55

21:55

In this episode, brian runs down a whole bunch of things including an NFL player who put his paycheck online and offered financial advice to go with it. Also, Brian & Brett talk about the Rule of 72 and how hat works as well as year end tax tips we can all learn something from. Plus, the importance of an HSA and how that could work in your favor fo…

1
The Answer To Your Social Security Question, 20:54

2y ago20:54

20:54

In this episode Brian reacts to the news of a possible upcoming recession as well as chagnes to your Required Monthly Distribution. Also, are interest rates affecting treasury bonds and how does Brian really feel about the high rates of today. Plus a lot more talk of the things that affect your retiremnt money. Here are the topics Brian talks about…

1
Bamkruptcy, Gold And Artificial Intelligence...Oh My! 20:58

2y ago20:58

20:58

More American small businesses than ever are filing for bankruptcy and in this episode Brian Bowen talks about why he believes that's happening. Also, Brian and Brett discuss buying gold from Costco and what affect the continuing growth of artificial intelligence may have on the financial world and ultimately your retirement. Here are the topics Br…

1
Your Car Does What? Selling Your Business & Taxes and American Home Equity 30:08

2y ago30:08

30:08

This episode, Brian Bowen the best ways to deal with getting out of your business when you no longer want to be working. Also, don't get surprised by taxes in retirement! Brian talks about what he and his team do to help you avoid that kind of situation. Homeowners in America have a huge amount of equity in real estate right now, find out how much …

1
Pineapple Pickle Pizza, Oil Prices & Real Estate 21:23

2y ago21:23

21:23

In this week's episode, Brian Bowen talks about retirement age and how you should aproach yours. Also, global oil production and the effect it will have on our continuing battle with inflation. Remember the regional banking crisis earlier this year? Well, more fallout from that could affect your account. And if you're looking at buying or selling a…

1
Atari Is Back! Required Long Term Healthcare and Are You A Money Role Model? 20:29

2y ago20:29

20:29

Brian Bowen tackles a lot of stuff in this week's episode. Things that affect your retirment and ways for you to deal with them. He answers the question how hard is to plan for retirment, really? Also, did you know that you are a money role model for your kids and grandkids? And what Gen Z thinks about the future of scial security, is better than w…

1
Coffee Talk, The Big Short & Perfect Credit Scores 24:34

2y ago24:34

24:34

Oh there's a lot to get through in this episode. Brian and Brett talk about the guy who was behind the movie The Big Short and his predictions for the economy . Also, the current state of the real estate market and what the means for us in retirement as well as how important is a perfect credit score of 850, really? And, if you're a coffee drinker,…

1
Ice Cream Lock-Up, Is Gold The Answer, Credit Debt & More 23:34

2y ago23:34

23:34

In this episode Brian and Brett talk about market fears and if those afraid to stay in the market find gold to be the answer. Also, how big is the credit card debt in our country? Brian talks about how big it really is and how this happened. A long time company goes bankrupt and what that could mean to all of us. Plus, has it really come tho this? …

1
Pickleball, Financial Risk & Living Longer In Retirement 23:01

2y ago23:01

23:01

Thios week Brian & Brett discuss everything from the hazards of pickleball to truly understanding what you have financially. Brian discusses how to best plan for retirement now that we as a group are living longer. Also, understanding financial risk and how far are you willing to go with it. Do you truly understand where you are financially? A lot …

1
The Do Nothing Portfolio, Worst States To Live & Estate Planning 24:10

2y ago24:10

24:10

In this episode, Brian and Brett talk about a lot of things concerning your retirement. They discuss a strategy known as the "do nothing portfolio" and whether that's a good idea or not. Also the perils of not having an estate plan in place as well as what are the top 10 worst states to live in? FInd out why in this episode. Here are the questions …

1
AI, Medicare & Phubbing 24:07

2y ago24:07

24:07

In this episode, Brian Bowen talks about the expected increases to Medicare. Are you ready for these kinds of things in retirement? Having a financial plan for your retirement years that anticipates all the obstacles is just what Brian and his team can help with. Also, Brian and Brett talk about Artifical Intelligence (AI) and it's effect on our da…

1
Recession, Scams and Your Gut 22:20

2y ago22:20

22:20

In this episode, Brian & Brett talk about a new scam to watch out for, this one is aimed at buisiness owners. Also, why is Costco talking recession and why it is so important to actually listen to the fiduciary from whom you're seeking advice. Here are the questions Brian answers on today’s show: · Costco talks recession (0:33) · ERC Tax Break Scam…

1
Mailbag: Tax Strategies, Charitable Lead Trusts, and More 25:47

2y ago25:47

25:47

When you’ve made your small business both your livelihood and retirement plan, there’s a lot to sort out when you’re ready to sell it. Brian answers a question from the mailbag from someone ready to wash his hands of owning and running a storage facility. What can he do to avoid a big tax bill? Here are the questions Brian answers on today’s show: …

1
The Most Expensive Tax Mistakes 25:07

2+ y ago25:07

25:07

Are you prone to making these major mistakes when it comes to taxes and overpaying? You have to be looking at your income and looking at your deductions and strategize in order to avoid major tax mistakes. Are you doing everything you can do? One of the keys to cutting taxes is timing. What other strategies should you keep in mind? Here’s what you’…

1
Advisor Pet Peeves 23:51

2+ y ago23:51

23:51

We all have things that bother us. What kinds of things bother financial advisors like Brian? In this episode, Brian shares his biggest pet peeves in the financial industry, such as hidden fees, and how he advises his clients about them. He also answers a question from the listener mailbag and sheds light on the private wealth division. Here’s what…

1
Grading Your Financial Competency 24:45

2+ y ago24:45

24:45

It’s quiz time! How would you grade your financial competency? Join us as we ask some critical questions when it comes to your finances. Stay tuned and test your knowledge by seeing how many of these questions you can answer! At the end of this episode, Brian will also answer a few questions from the mailbag. Here are the quiz questions as well as …

1
Financial Commandments 25:22

2+ y ago25:22

25:22

What financial commandments should you be following? In this episode, we talk through what “thou shall” and “shall not” do when it comes to your finances and retirement planning. Brian shares some client examples of what this can look like and how to stay on the straight and narrow in order to reach your financial goals. But before we jump in, we'l…

1
Mailbag: Should I Sell The Family Farm I Inherited? 23:15

2+ y ago23:15

23:15

One listener recently inherited her father’s farm and an IRA and is thinking about cashing it all out in order to retire. Is this a good plan? In this episode, Brian reflects on some of his own experiences with moving and selling farm property and also shares his philosophy as a financial planner. He's what we'll discuss in this episode: Mailbag: A…

1
Tax-Efficient Investing 24:15

2+ y ago24:15

24:15

When you meet with a financial advisor are they addressing your entire portfolio? More than simply IRAs and Roth investments, your advisor should see the whole picture. A major part of the picture is understanding tax-efficient investing. From 1031 exchanges to municipal bonds, you want to make sure to leverage your best options. It’s also importan…