Bowman Financial Strategies
We help our clients create the highest possible income stream in retirement by implementing effectiv
With the headlines telling us Social Security is running out of money, it's important to understand how the program is funded. Here are the two components that make up Social Security.
Want a deeper breakdown? Check out this video: https://youtu.be/47dpHTvCXsA
One of the most common questions we get is about Social Security and whether it’s going to run out. If you only read headlines, it seems to be a valid concern. But what’s the reality of the situation and how does it impact you when it’s time to file for Social Security?
In this episode, Erik dives deep into the mechanics and projections of Social Security, providing listeners with a comprehensive understanding of its current state and future outlook.
Watch the video here: https://youtu.be/47dpHTvCXsA
The IRS has changed the rules for inherited IRAs, requiring non-spouse beneficiaries to fully distribute the account within 10 years. This accelerated timeline means more money must be withdrawn faster, potentially pushing recipients into higher tax brackets.
Watch our full show here: https://youtube.com/shorts/hwuDho4FSCs
Recent rule changes have made it more crucial than ever to understand the tax implications and distribution timelines associated with inherited IRAs.
Listen in as Erik and Ben break down the latest IRS rule changes affecting inherited IRAs, including the newly condensed 10-year distribution timeline.
If you have inherited an IRA or plan to leave one, you don’t want to miss today’s conversation.
Watch the latest episode of Uncommon Cents here: https://youtu.be/_UnRdPmlLCA
When evaluating an investment strategy, one of the key questions to ask your advisor is, "What are the risks of this recommendation that we haven't discussed yet?" A good advisor should already be transparent about the pros and cons of any strategy, but if they haven't, this question will ensure you get a complete picture.
Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water 👇
Check out our latest episode!
Combatting Popular Excuses For Poor Financial Decision-Making Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations...
Nobody has ever said, 'I saved too much money for retirement.' The reality is, most people wish they had saved more.
For more, check out our latest podcast episode: https://youtu.be/nA5L_1tHelA
Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it.
In our latest podcast episode, we talk about the beauty of straightforward financial planning. Don't miss this!
The Beauty of Simplicity When Planning For Retirement 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 epis...
Moments from the podcast 👉 Here's a quick look at how we approach financial planning for people preparing for retirement.
Exciting news! 🎉 We are back with a revamped version of the podcast on YouTube and all your favorite podcast streaming platforms!
Join us for this episode of Uncommon Cents, where we dive deeper into Erik's background and expertise in financial planning, his goals for the show, and more. Plus, meet Erik's new co-host, Ben George!
Getting To Know Your Host, Erik Bowman Welcome back to Uncommon Cents, where Erik Bowman of Bowman Financial Strategies brings clarity to the world of financial planning. We're back with a revampe...
For those near retirement, record inflation, rocky markets, and a potential recession could make retiring within the next 5 years even more challenging. Help find confidence in your plans with this FREE checklist.
If You're Hoping to Retire Within the Next 5 Years... Get My FREE 3-Pillar Retirement Checklist!
Setting financial goals is tough. This list can offer a fresh perspective to help you refine your priorities.
A Simple Solution to Better Goal Setting See more success when you use THIS to set goals.
Are you a recent retiree or within 5 years of retirement? Historic inflation and a potential recession mean your retirement decisions carry extra weight. There is a silver lining however - these uncertain times have created opportunities for advanced strategies. Learn how to leverage them with this FREE checklist!
Hoping to retire in the next 5 years or less? [FREE] A Simple Checklist to Kick-Start a Work-Free Life!
Stuck trying to prioritize financial goals? This list can help provide clarity on your objectives.
A Simple Way to More Successful Goal Setting Discover how a list could help you level up your goals.
Facing a fast retirement decision? This FREE guide breaks down what you need to know. Click here to read it now!
Sudden Change Forcing Early Retirement? FREE Guide Critical questions so you make the right decisions, fast!
Setting strong financial goals starts with understanding your options. Check out this list to re-evaluate your priorities.
The Undeniable Power of Lists in Financial Planning Why smarter goals & more success start with a list.
Some big financial decisions land in our laps like a bombshell. If you're facing sudden retirement decisions, all the choices can be overwhelming. Here's a quick guide that breaks down the 20+ critical choices you'll need to make - fast. Please don't delay, because some of these steps are time sensitive. Click below to download and read instantly. Overwhelmed and need personal advice now? I save a few appointments each week — grab one by calling our office now!
Sudden Retirement Decisions? Read This Discover "right now" questions you NEED to ask.
Looking to reconsider your financial goals? Review this simple list to gain clarity and perspective.
How Simple Lists Can Enhance Your Goals Find out how to set better goals using a basic list.
Facing a sudden decision about retirement? There are a lot of decisions that need to be made - FAST. Find clarity and confidence in the choices ahead with this quick, FREE guide. Need advice now? I save a few appointments each week — grab one by calling our office now!
Thought You Had Years Before Retirement? FREE Guide How to make sudden retirement decisions, FAST
AI, gene editing, and brain implants - would you use these technologies tomorrow if they were available? The more radical innovation is, the less likely we are to embrace it. However, life can get better with innovations that shake up the norm. Learn how to make the most of mind-blowing inventions in this month's Visual Insights Newsletter.
Unlock the Rewards of Disruptive Innovation Discover how to look at innovation in a new light.
Do you remember your life before social media? Was your daily life different? Do you think differently now? However you feel about social media, there's no denying it's changed the way we interact, communicate, learn, and even how we live our lives. Want to read more about how innovation has changed us? Check out this month's Visual Insights Newsletter.
Transformative & Beneficial Innovation Here's how to make the most of mind-blowing inventions.
It's no secret that innovation can shake up the norm and be disruptive. Today, we depend on items that were innovations of the past. Cars, computers & the internet - they were ALL resisted at first. What's the next new invention that could upset the norm, and what opportunities could it bring? Learn more in this month's Visual Insights Newsletter - check it out!
The Golden Opportunities in Disruptive Innovation These inventions upset the norm & made life better.
Whether you're going to a far-off destination or somewhere off the beaten path, travel safety is more important than ever. Wherever you go, don't forget these 9 must-know travel safety tips in this month's Visual Insights Newsletter. Check it out!
Discover How to Make Any Getaway Safer Take the vacation you planned & plan to stay safe.
Are you traveling soon, or planning a trip for your upcoming vacation? Learn how to take the trip of your dreams while also staying safe (and keeping your finances in check). Check out these easy, clever ways to avert vacation disaster and make any getaway safer in this month's Visual Insights Newsletter.
Easy, Clever Ways to Avert Vacation Disaster Take the trip of your dreams & stay safe. Here's how.
What do you need to know about how markets performed in Q2? We break down what you need to know in this quick, 5-minute financial update.
Was Q2 the Beginning of the Bull? We broke down markets into a 5-minute read
Can you spot a travel scam? Gimmicks like free vacations, cheap vacation rentals and more. Some scams are obvious, but some other scams aren't. Any of us can fall prey to them - especially if you're a new traveler or if it's been a while since your last vacation. Learn how to travel safely and enjoy your trip in this month's Visual Insights Newsletter.
How to Stay Safe & Have Fun on Your Next Vacation Get ahead of the risk, so you can enjoy your trip more.
How did markets perform in Q2? Will we see a recession in 2023? We break down what you need to know about the markets and the economy in this quick 5-minute read. Check it out!
We Broke Down Markets Into a 5-minute Read Here's what savvy investors should know
What worries you the most about traveling, or planning a trip? Canceled flights? Lost luggage? Getting sick, or maybe even getting scammed abroad? Learn how to stay safe and get ahead of the risk, so you can truly enjoy your trip. Check out these simple travel safety tips in this month's Visual Insights Newsletter.
Simple, Smart Travel Safety for Today's Traveler Discover clever ways to protect yourself on any trip.
Markets have roared back since the 2022 slump, but can we expect volatility ahead? What did savvy investors take away from Q2? What predictions do they have for the rest of 2023? We break it down in this quick 5-minute read.
Q2 Markets? POWERFUL Here's what you need to know
The second quarter of 2023 started off with a bang, but can we expect volatility ahead? What happened, and what should we prepare for? We break it down in this quick 5-minute read — check it out!
Why Did Markets Surge in Q2? (5-minute read) Here's what savvy investors took away from Q2
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385 Inverness Parkway
Englewood, CO
80112
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8310 South Valley Highway, STE 100
Englewood, 80112
Financial Planning to Take Command of Your Taxes
Englewood, 80112
Welcome to the Beermann | Rorick wealth advisory practice at Aveo Capital. With more than 20 years of experience, we provide comprehensive wealth management services to a select gr...
Englewood
We are here to help YOU create a positive impact in Your pocket of the world.
2 Inverness Drive E. , Suite 106
Englewood, 80112
At Blue Heron Capital, we believe in helping people plan to live their best retirement.
304 Inverness Way S Ste. 165
Englewood, 80112
Helping people achieve their goals through sound financial planning.
333 W. Hampden Avenue Suite 605
Englewood, 80110
Our team has a combined experience of more than 70 years in the investment industry. This experience has helped us recognize the importance of treating you as a unique individual a...
16 Inverness Place E Bldg D-200
Englewood, 80112
As a financial planner for more than a decade, I focus on managing my clients' overall financial hea