Optimizing Your Retirement Portfolio: Finding Income Opportunities in a Volatile Market

Holiday candy has started piling up and the seasonal feeding frenzy has begun. But this time of year is not just about treats; it's also about tricks to make your money work harder!

Instead of feeling guilty about indulging, let's explore opportunities to make strategic moves for your finances…In this episode of Charleston’s Retirement Coach, Brandon Bowen discusses some key strategies to consider for end-of-year financial planning.

We hear from personal finance guru Suze Orman, who's looking at bonds as a potentially attractive investment in the current environment.

Brandon also shares an interesting perspective on how many people overestimate their willingness to endure market volatility until they're faced with red numbers in their portfolios. He also shares how he works to calculate the "income efficiency score" of his clients’ portfolios to measure how effectively they will generate income in retirement.

Connect with Brandon and his team at BowenWealth.com to learn how to calculate your retirement “income efficiency score.”

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