Dealing with financial frustrations

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On this episode of Charleston’s Retirement Coach, financial advisor and retirement planner, Brandon Bowen talks about common financial frustrations that have people seeking help from Bowen Wealth.

 

Those frustrations include:

No PLAN for retirement, from current advisor Too much volatility & risk Fear of running out of money Keep getting passed off to another advisor at one of their “big banks.” Asking for a plan and hearing, “Oh, you are going to be fine!” Being told “We don’t do Social Security; you’ll have to call the SS office.”

Brandon talks about how he works to alleviate these frustrations by providing income plans, showing ways to reduce market risk, and creating tax-efficiency through Roth’s and other options.

If you’re frustrated with your finances, connect with Brandon and his team at Bowen Wealth and begin creating your own solutions.

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