On this segment, we welcome Rickey Bowen, CRPC, CEP, financial planner with Gateway Financial Advisors, Inc., who teaches us how to live and thrive in the San Francisco Bay Area. If you need a jumpstart, refresh or just a friendly reminder about how to make your treasure work for you, just Ask Rickey!

Rickey Bowen welcomes questions, comments and interest. Reach him via email (Rickey.bowen@gfainvestments.com), schedule a consult with his assistant Tasha Hoffman (tasha.hoffman@cir2.com) or call direct at (641) 209-8421.

RECENT SEGMENTS

Ask Rickey: How to Have Fun With Your Tax Refund

Let's talk refunds! Uncle Sam may have had it all year but now that it's in your pocket, we find out from Rickey how to be smart about your tax refund and plan now for 2018.

Ask Rickey: Finding Your MVP

Ready to get started with a financial planner? Rickey gives you his tips on how to prepare to add an MVP to your financial team.

Ask Rickey: You Worked Hard for the Money - Now Keep It!

You've made your money. Now how do you keep it?! On this segment, we discuss that all important word - savings - and chat about how to hang onto that hard earned dough.

ASK RICKEY: WHAT’S IN A JOB OFFER?

Changing jobs? Excited but a bit overwhelmed by that new job offer? On this episode of Ask Rickey! we explore the advantages and disadvantages of a new job offer and what to look for before you say yes. Listen in as Rickey offers a four part guide to what to prioritize when you’re considering a new job. And by the way, congrats!

ASK RICKEY: RETIREMENT OR EDUCATION?

You’ve got kids. They need to learn so educational savings is hot on your list. But you also need to save for your own retirement. Which one comes first when you can’t do it all? On this segment we hear from Rickey on the latest thinking on how to put your own mask on first. The answer may very well surprise you! Let’s go!

ASK RICKEY: LIFE INSURANCE PT.1

You’re a newly married DINK (double income no kids) and someone suggests you consider buying life insurance but you’re not sure why? On this segment, check out the latest advice on what to know when considering adding life insurance to the mix.

ASK RICKEY: LIFE INSURANCE PT.2

The parentals are cruising their golden years and you want to do all you can to make sure they’re well taken care of as they age. Find out the surprising question that starts how to have THAT conversation on this segment of Ask Rickey.

ASK RICKEY: CARING FOR YOUR PARENTS

On this segment of Ask Rickey!, we’re following up on on the care conversation and finding out the type of roles you could be asked to fill and what to expect.

ASK RICKEY: EMERGENCY PLANNING FOR YOUR FINANCES

Given all that has gone on recently in our country, on this segment we’re talking Emergency Planning for your Financial Affairs. Listen in as we discuss how to best develop a plan to protect and access your financial assets in the case of a major disaster or emergency.

ASK RICKEY: END OF THE YEAR FINANCIAL PLANNING PT.1

As we near the end of 2017, check out the latest reasons why chatting with your tax advisor now might just be the wisest move you can make!

ASK RICKEY: END OF THE YEAR FINANCIAL PLANNING PT.2

On this segment of #Ask Rickey, we bring you Part 2 of our end of year planning conversation.

ASK RICKEY: HOLIDAY SPENDING

On this segment of #Ask Rickey, we bring you expert tips on how to not overspend this holiday season.

ASK RICKEY: LIFE CHANGES

Making a lifestyle change in 2018? There’s one important first step to take and we hip you to it on the latest segment of Ask Rickey!

Disclosures:
CA Insurance Liscense 0B96597
Also licensed in Texas, New Jersey, and New York
Registered Representative with Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPC.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Gateway Financial Advisors, Inc. and Cambridge Investment Research, Inc, are not affiliated.