Navigating Retirement Challenges: The Importance of a Fee X-Ray

Charleston's Retirement Coach

English - January 09, 2024 09:00 - 12 minutes - 11.7 MB - ★★★★★ - 3 ratings
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Previous Episode: Crafting Your Retirement Fairytale: Balancing Discipline and Dreams

Next Episode: Keeping Your Financial Resolution In 2024

In this episode, Brandon Bowen discusses crucial strategies to help you better prepare for your financial future and navigate the challenges of retirement.

Join as he discusses the TIAA (Teachers Insurance and Annuity Association of America) controversy, emphasizing the importance of a fee analysis to reveal hidden costs and enable you to make more informed decisions about your financial future.

Explore essential elements of a comprehensive retirement plan, from designing surplus income to covering expenses to reducing market risk. Brandon shows how a "boring" portfolio may be just the thing you need for a happy retirement.

If you're uncertain about your retirement plan, visit BowenWealth.com to schedule a fee X-ray on your portfolio.

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