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 revamped version of the show on YouTube and all your favorite podcast streaming platforms. We have a lot of exciting content coming your way- but first, let’s get to know your host!
Before venturing into financial planning, Erik ran a solar finance company and worked with Fortune 500 companies. His entrepreneurial spirit and 15 years of industry experience have equipped him with the unique knowledge he now brings to his clients at Bowman Financial Strategies.
In this episode, we'll dive deeper into Erik's background and expertise in financial planning. You'll also learn about Bowman Financial Strategies' retirement planning framework, Erik's passion for Colorado, and our goals for the podcast. Plus, meet Erik's new co-host, Ben George!
Here’s some of what we discuss in this episode:
0:00 – Intro
0:52 – How he got into financial planning
3:31 – What he likes most about the business
4:17 – What our financial planning looks like
5:39 – An event that changed his life
7:39 – What we like most about Colorado
9:04 – What we hope you get out of this show
10:38 – Ideal viewer
Subscribe & follow the show for free on your favorite apps:
Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 19770 - 2020/2/10
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).