Charleston's Retirement Coach
210 episodes - English - Latest episode: 1 day ago - ★★★★★ - 3 ratingsWelcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind.
In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies and estate planning to tax considerations and insurance options. Whether you're an early-career professional beginning to save, or you're nearing retirement age and need to refine your plans, this show has something valuable for you.
Brandon's down-to-earth approach makes financial concepts accessible to all, no matter your level of financial knowledge. "Charleston's Retirement Coach" strives to equip listeners with the knowledge they need to navigate their retirement journey confidently. Tune in to transform how you think about retirement.
Secure your future with Brandon Bowen, and take the first step towards a retirement filled with freedom and stability. Subscribe now to never miss an episode of Charleston's Retirement Coach.
Like what you hear? Get a second opinion today 👉 https://bit.ly/3WoNJZT
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Episodes
Creating A Legacy And Estate Plan
July 16, 2024 08:00 - 13 minutes - 12.5 MBLegacy planning is a personal and often avoided topic, but it is crucial to make decisions while you're still alive to avoid someone else making them for you. The state of South Carolina has a plan if you don't have one, which can put your loved ones in a difficult situation. Proper legacy planning involves checking beneficiaries, account types, considering a revocable living trust, managing non-qualified accounts, and planning for the sale of a business or property. Like what you hear? ...
Income Planning For Retirement
July 02, 2024 08:00 - 13 minutes - 12.8 MBBrandon discusses why financial independence and retirement planning are different and emphasizes the importance of having sufficient residual income for true independence. He also highlights the various means to achieve financial independence, such as rental properties and annuities. Like what you hear? Get a second opinion today 👉 https://bit.ly/3WoNJZT Also on Facebook and YouTube. See omnystudio.com/listener for privacy information.
Collecting Social Security Benefits
June 25, 2024 08:00 - 13 minutes - 12.2 MBBrandon discusses the confusion and challenges surrounding financial planning for retirement, specifically focusing on Social Security. He highlights the complexity of the tax code and the difficulties in understanding and filing taxes. Brandon also explains three lesser-known rules related to Social Security filing and provides examples of how these rules can impact individuals’ benefits. Like what you hear? Get a second opinion today 👉 https://bit.ly/3WoNJZT Also on Facebook and YouT...
The Importance Of Proactive Retirement Planning
June 18, 2024 08:00 - 11 minutes - 10.2 MBBrandon covers the potential threats to Social Security and the need to plan for a reduction in income streams in retirement. He highlights the possible cuts that could occur by 2035 on Social Security income. Brandon also explores the various scenarios that could lead to reduction in retirement income, such as the absence of a survivor benefit in a pension plan or the less of one spouse’s Social Security check. Like what you hear? Get a second opinion today 👉 https://bit.ly/3WoNJZT Al...
Navigating Legacy Planning: Emotions And Practical Considerations
June 11, 2024 08:00 - 12 minutes - 11.9 MBBrandon explores the importance of legacy planning and financial preparation for the future, inspired by the passing of basketball legend Bill Walton. He delves into the significance of communicating and documenting wishes, the role of trust in estate planning, and the impact of financial decisions on family dynamics. Brandon emphasizes the need for a comprehensive legacy plan to ensure that wishes are carried out and to avoid potential conflicts and regrets among surviving family members....
Navigating Fees In Retirement Planning
June 04, 2024 08:00 - 11 minutes - 10.6 MBBrandon discusses how fees can impact your retirement savings and the importance of creating a custom-tailored financial plan to potentially limit fees. Like what you hear? Get a second opinion today 👉 https://bit.ly/3WoNJZT Also on Facebook and YouTube. See omnystudio.com/listener for privacy information.
Preparing For A Market Downturn
May 28, 2024 08:00 - 11 minutes - 10.4 MBThe markets have recently hit new all-time highs, causing some concern about a potential crash. Brandon discusses the importance of having a long-term financial plan, especially those that have less than $1 million saved for retirement. Like what you hear? Get a second opinion today 👉 https://bit.ly/3WoNJZT Also on Facebook and YouTube. See omnystudio.com/listener for privacy information.
Converting Pre-Tax Money To Never-Taxed Money
May 21, 2024 08:00 - 13 minutes - 12.3 MBEffective tax planning is important when it comes to retirement. Brandon highlights the potential changes in tax brackets and rates under the Biden administration, and explains the opportunities Roth conversions can provide when aiming to maximize savings and income in retirement. Like what you hear? Get a second opinion today 👉 https://bit.ly/3WoNJZT Also on Facebook and YouTube. See omnystudio.com/listener for privacy information.
Diversification: Reducing Risk In Your Investments
May 14, 2024 08:00 - 13 minutes - 12.4 MBIn this episode, Brandon discusses the potential risks and challenges in the current economic climate. He emphasizes the importance of being aware of the possibility of a market crash and the need to minimize tax implications. Brandon highlights diversification as a key strategy, with a focus on developing a comprehensive financial plan that aligns with individual goals and objectives in retirement. Like what you hear? Get a second opinion today 👉 https://bit.ly/3WoNJZT Also on Faceboo...
The Flaws And Future Of Social Security
May 07, 2024 08:00 - 13 minutes - 12.2 MBSocial Security has 678 ways to file and over 2,000 rules to consider. This can cause confusion and many challenges when you begin planning for your retirement. In this episode, Brandon shares three lesser-known rules about Social Security filing and why it’s important to understand these rules to maximize benefits. Also, Brandon explains why income plans need to be personalized in retirement and not rely solely on Social Security. Ready to learn more about your Social Security benefits?...
The Misconceptions About Annuities
April 30, 2024 08:00 - 13 minutes - 12.3 MBAnnuities often have a bad reputation due to fees, generating a low stream of income, and locking up principal. However, higher interest rates have made annuities something to consider when building out an income plan for retirement. In this episode, Brandon breaks down the concerns people have with annuities and why they can be a valuable and beneficial tool to generate income in retirement. Ready to see if annuities are right for you? Visit BowenWealth.com to start today! See omnystud...
The 10 Commandments Of Retirement
April 23, 2024 08:00 - 13 minutes - 12 MBNick Saban’s wife Terry wrote to her husband “The 10 Commandments of Retirement” now that the legendary coach has called it a career. While the full list is still private, Ms. Terry did reveal some of things that Coach Saban has to abide by. In this episode, Brandon shares what his commandments in retirement are and what he advises retirees to do to live their best retirement life. Ready to plan for the retirement you’ve dreamed of? Visit BowenWealth.com to start today! See omnystudio.c...
Facing The Challenges Of Retirement
April 16, 2024 08:00 - 10 minutes - 9.83 MBRetirement can be a source of fear and uncertainty for many people. Retirees may face an identity crisis after walking away from work and struggle to find a purpose in their retirement years. In this episode, Brandon discusses how aiming to define your dream retirement may lead to a mindset change of achieving financial independence and what that looks like for retirees. Ready to plan for the retirement you’ve dreamed of? Visit BowenWealth.com to start today! See omnystudio.com/listener...
Chasing Your Retirement Dreams
April 02, 2024 08:00 - 13 minutes - 12.5 MBCountry Music star Cody Johnson recently shared with us how the “rush” and nervousness he experiences when going on stage helped him find his purpose. Nerves may often hinder us from taking the right steps to finding purpose during our retirement years, which could be costly. On this episode, Brandon shares how being nervous about running out of money may ultimately prevent you from living out the retirement that you want. Hear about the importance of taking proactive steps when building o...
Reducing Fees In Your Retirement Plan
March 26, 2024 08:00 - 13 minutes - 12.4 MBThe top 20 airlines racked up $33 Billion in baggage fees last year. How much in fees came out of your portfolio last year? While paying fees in retirement is necessary, you don’t have to pay as much as you think. On this episode, Brandon explains what types of investments could be hindering the growth of your retirement plan and suggests alternative options to minimize your plan’s expenses. Ready to see how much in fees you’re paying in your current retirement plan? Visit BowenWealth.co...
Taxes, TikTok, And Retirement
March 19, 2024 08:00 - 13 minutes - 12.3 MBHear a young woman’s reaction to taxes being deducted from her first paycheck at her first full-time job. Don’t be like Emmie Jackson and get caught off guard by the amount of taxes coming out of your first retirement paycheck. On this episode, Brandon discusses the many tax strategies that people in or near retirement need to utilize to make the most of their retirement plan. Hear about the importance of not only having a tax preparer, but a tax planner to help maximize your savings. Re...
What’s Hiding In Your Retirement Portfolio
March 12, 2024 08:00 - 14 minutes - 12.9 MBA new survey found the average person has 26 items of clothing that never get worn. 65% of people admit to having clothes with tags still on them! We all have a closet that could use some cleaning out, but it likely won’t have much effect on your future. But what about your “financial closet?” On this episode, Brandon speaks of the common to out-of-date findings he sees when running a portfolio X-Ray. Just like having 6 colors of the same shirt, he’ll often find redundancies like multiple...
Spring Cleaning Your Finances: A “5-Year To Retirement” Checklist
February 27, 2024 09:00 - 14 minutes - 13 MBOne checklist of what to do 5 years before retirement sums it up by saying, “Know what’s coming in, know what’s going out, and have a plan for taxes and healthcare.” It seems simple enough, but what could you be missing? Charleston’s Retirement Coach, Brandon Bowen, digs deeper to sort through the “easy items” and “tough stuff” you need to address within your own plan. Learn ways to identify and organize your financial needs, wants, and risks. Go beyond the basics and address income long...
Rising Taxes Are Eating At Your Retirement Dreams
February 13, 2024 09:00 - 12 minutes - 11.9 MBOn this episode Charleston’s Retirement Coach, Brandon Bowen, tackles the growing fear of rising taxes and how it could impact your retirement. Learn why traditional savings like 401Ks might suffer from future tax hikes, discover how proactive planning across different tax accounts could reduce your tax burden, and hear ways to identify whether your advisor is costing you money while missing growth opportunities. Visit BowenWealth.com and take action against the “taxman” and his plans fo...
Your Advisor Will Eventually Retire Too
January 30, 2024 09:00 - 12 minutes - 11.6 MB“Moving on” has been a theme among some big names in sports, including Alabama football coach Nick Saban. We hear from Coach Saban and what made him realize it was time to move on to retirement, to the surprise of many Tide fans. Brandon parallels the idea to the surprise for someone who finds out their advisor is moving on or retiring themselves. He shares the challenges that can come like being passed around to different junior advisors, or having to work with someone who doesn’t underst...
Keeping Your Financial Resolution In 2024
January 23, 2024 09:00 - 12 minutes - 11.7 MBIf you made a New Year’s resolution, there’s a good chance you’ve abandoned it by now… about 43% of us do by the end of January! The main reason is that we’re not being held accountable by anyone to keep it. In this episode, Charleston’s Retirement Coach Brandon Bowen talks about the ways he helps keep his clients accountable to their financial goals. Brandon shares how having a disciplined approach to your financial goals is crucial for retirement and his belief of how “discipline now can...
Navigating Retirement Challenges: The Importance of a Fee X-Ray
January 09, 2024 09:00 - 12 minutes - 11.7 MBIn 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...
Crafting Your Retirement Fairytale: Balancing Discipline and Dreams
December 26, 2023 09:00 - 12 minutes - 11.3 MBJoin Charleston’s Retirement Coach Brandon Bowen as he explains the art of creating a retirement plan that's both disciplined and dream filled. Brandon shares how he prioritizes honest conversations with his clients so that he can understand their personal aspirations and better customize their individual financial plans. From market crashes to unexpected windfalls, Brandon showcases how a living, breathing retirement plan evolves with your life. He gives insight into navigating ...
Navigating Retirement in an Inflationary World
December 12, 2023 09:00 - 12 minutes - 11.3 MBJoin Brandon as he discusses crucial strategies to prepare for your financial future, especially in the face of rising inflation. From unexpected expenses to the impact of inflation on daily costs, he breaks down the complexities of retirement planning, especially for couples entering this next phase. Discover why inflation is a critical factor to consider and how it can sneak up on your retirement expenses. Learn the significance of stress-testing your plan and the role of investments...
Early Retirement Dreams: Overcoming Hurdles and Crafting Your Plan
December 05, 2023 09:00 - 12 minutes - 11.4 MBIn this episode, we delve into the concept and challenges associated with retiring early—a dream harbored by many. Brandon shares his observations on clients who, despite having saved substantial amounts, hesitate to take the leap into retirement and not just because they fear running out of money… Digging into the psyche of retirees, he unveils the mental barriers that hold people back like the identity crisis some face when contemplating retirement and how their attachment to work ...
Navigating Financial Roads: The Parallels Of Car And Retirement Plan Mechanics
November 28, 2023 09:00 - 11 minutes - 10.4 MBIn this episode, Brandon shares a recent exchange with a car mechanic, showcasing the dealership's commitment to transparency and customer safety. He uses the experience to point out the similarities between auto repair language and the complexities of financial advice, highlighting the fear and intimidation people often feel in both scenarios. Much like the car owner's fear of deceptive mechanics, individuals often worry about navigating the complexities of financial advisors. The imp...
Crafting Your Retirement Feast: A Recipe Towards Financial Success
November 21, 2023 09:00 - 12 minutes - 11.6 MBJust as a Thanksgiving feast brings joy and fulfillment, your retirement should also be a time of happiness and abundance! On this episode, Brandon draws the parallels between preparing a holiday feast and crafting a successful retirement income plan. Gather around as we discuss the “entrée” and “sides” for your financial future. Just like a well-balanced meal, your retirement income plan should have various components. Brandon discusses maximizing Social Security, exploring fixe...
Unraveling Hidden Fees: A Reality Check On Your Retirement Savings
November 14, 2023 09:00 - 12 minutes - 11.3 MBA tiny Georgia restaurant is in the news over the fee they’re charging customers who bring in unruly children. The story sparks a conversation about the fees you pay on your retirement savings…whether or not you know it. Many investors have minimal understanding of the fees associated with their portfolios. Brandon highlights three common areas where fees hide and explains the hefty toll these hidden fees can take on your financial outcome. If you're concerned about hidden fees e...
Optimizing Your Retirement Portfolio: Finding Income Opportunities in a Volatile Market
November 07, 2023 09:00 - 13 minutes - 12 MBHoliday 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, ...
Is Your Current Financial Advisor The Right Fit To Plan Your Retirement
October 24, 2023 08:00 - 13 minutes - 12.3 MBMany investors who’ve worked with financial professionals have longstanding relationships with their advisors, who’ve served them well during their working years. However, as they approach retirement, they might begin to question if they're still getting the service they need for this next phase of life. In this episode, financial advisor and retirement planner, Brandon Bowen discusses how, just as your needs in doctors change, the type of financial advisor you need may also be differe...
Financial Planning In Uncertain Times: Where’s Your Retirement Portfolio's “Sweet Spot”
October 17, 2023 08:00 - 11 minutes - 10.7 MBIn this episode, Charleston’s Retirement Coach, Brandon Bowen, delves into the perplexing world of bond market trends noting the current inverted yield curve and how it often predicts recessions. But how does this affect your retirement savings? Brandon offers a fresh perspective to understanding your portfolio by treating it like you would the temperature settings on your oven: Should you go low and slow with conservative investments? Embrace the middle ground? opt for high...
Escape “Rocking Chair Regrets:” Retire Sooner And Enjoy More Of Your Life
October 10, 2023 08:00 - 12 minutes - 11.6 MBIn this episode, Charleston’s Retirement Coach, Brandon Bowen delves into what he calls "rocking chair regrets" and how he wants everyone to avoid them. Through the story of a couple he knows, who postponed retirement only for the husband to pass away shortly after, he highlights the importance of making the most of your years while you have them. Brandon also discusses the fears that keep some people in jobs they dislike and the critical role financial planning plays in retiring sooner ...
Delaying Your Social Security Benefits, Is It Worth It?
September 26, 2023 08:00 - 11 minutes - 11 MBSocial Security is a vital part of retirement planning for many Americans. But with so many different filing strategies available, it can be tough to know which one is right for you. In this episode, Brandon shares insight on how to find what Social Security filing strategy may work for your individual needs. Brandon discusses the different factors to consider when choosing a filing strategy, such as your age, health, income, and retirement goals. He also explains how to avoid some ...
Why You Might Want To Give Annuities A Second Chance
September 19, 2023 08:00 - 11 minutes - 10.5 MBThe financial landscape is changing, and traditional market wisdom may not hold true anymore. In this episode, Brandon dives into the disconnect between the stock market and the economy and the importance of caution in your investment approach. Brandon also shares the reasons he believes you may want to give annuities a second look. Annuities are often misunderstood but have evolved and now offer many compelling benefits for retirees, especially in today's economic climate. Brand...
How Much “Gut Feeling” Should Go Into Your Retirement Planning
September 12, 2023 08:00 - 11 minutes - 10.8 MBIn this episode of Charleston’s Retirement Coach, we dive into the intriguing story of Nike's gamble with the Air Jordan line and how it paid off big time. But when it comes to your financial future, should you rely on gut feelings? For Brandon Bowen, the answer is a resounding no. Brandon discusses how meticulous planning, a well-crafted income plan, smart investment strategies, and tax planning can help safeguard your retirement years. He also shares a heartfelt story about unex...
Navigating the “Stealth Tax” on Social Security
September 05, 2023 08:00 - 11 minutes - 11 MBRetirees are benefiting from an 8.7% increase in Social Security benefits due to the largest cost-of-living adjustment (COLA) in decades. But there's a catch – this boost can also push seniors into higher tax brackets, aka a "stealth" tax. In this episode, Charleston’s Retirement Coach Brandon Bowen shares what stealth taxes are and how they could affect your retirement, while shedding light on steps you can take to help protect your money utilizing strategies like Roth conversions. ...
The Hidden Fees in Your 401(k) Could Cost You 19 Years of Retirement Income
August 29, 2023 08:00 - 13 minutes - 12.7 MBIn this episode, Charleston’s Retirement Coach, Brandon Bowen, takes you on a journey to understand the hidden fees that might be lurking in your 401(k) plan, which could impact your retirement savings more than you realize. Join the conversation as he breaks down the startling statistics about fee misconceptions and the impact of high fees on your future income. Discover how seemingly minor fees can lead to significant losses over time and hinder your financial progress. Utilizi...
Charles Barkley's Lesson on Life’s Disappointments: Avoiding Retirement Disappointment Through Strategic Planning
August 21, 2023 11:00 - 13 minutes - 12 MBIn this episode, Charleston’s Retirement Coach Brandon Bowen delves into some of the crucial steps needed to ensure a smooth transition into retirement. Brandon shares valuable insights on how to avoid disappointment by adequately preparing for retirement, drawing parallels with NBA legend Charles Barkley's unfulfilled aspirations for his daughter's basketball career. Discover actionable steps you can take to assess your financial readiness, develop a budget that ensures both necessiti...
Fear of missing out, fear of getting back in: A recipe to help manage market worries
August 14, 2023 11:00 - 12 minutes - 11.8 MBOn this episode, Charleston’s Retirement Coach Brandon Bowen shares insight to help navigate the ever-changing landscape of the stock market. With market volatility and conflicting advice becoming more common, it's easy to feel overwhelmed and unsure about how to approach your retirement planning. Brandon sheds light on ways to avoid the pitfalls of emotional decision-making and their unique approach for asset allocation using proprietary Market Guard portfolios at Bowen Wealth. If...
Brandon talks with Candace Owens about “Victim Mentality”
August 07, 2023 11:00 - 12 minutes - 11.5 MBOn this episode of Charleston’s Retirement Coach, we hear a clip from Brandon’s recent conversation with American conservative political commentator, author and activist Candace Owens, and the conversation they had about “Victim Mentality.” Candace shares what she believes are the 3 things you can implement in life to overcome victim mentality, inspiring Brandon to ask: Did your portfolio go down 20% or more in 2008 or 2022? How have you responded so that you’re not a victim in ...
Brandon Bowen Interviews Candace Owens
August 05, 2023 11:00 - 6 minutes - 5.64 MBFinancial advisor and retirement planner Brandon Bowen recently sat down with American conservative political commentator, author, activist, and television presenter Candace Owens to discuss, among other things, the role her grandfather played in her life and so much more! Connect with Brandon and his team at Bowen Wealth to learn ways you may be able to better protect your retirement. See omnystudio.com/listener for privacy information.
You insure what’s most important in life, why are you NOT insuring your retirement
July 31, 2023 11:00 - 12 minutes - 11.4 MBOver 90% of financial advisors do not last three years in the industry. Common reasons for quitting include lack of fulfillment, difficulty finding clients and burnout. Financial advisor and retirement planner Brandon Bowen has been in the business for over 15 years. On this episode of Charleston’s Retirement Coach, Brandon explains what’s different about the approach that he and his team take at Bowen Wealth, which has allowed them to withstand the test of time. Brandon also s...
Dealing with financial frustrations
July 24, 2023 11:00 - 12 minutes - 11.1 MBTired of phone scammers and telemarketers? The company Jolly Roger is fighting back by selling a phone bot that uses AI (artificial intelligence) to interact with the callers to the point that they give up. It’s an entertaining way to let technology deal with the frustration of spam calls. 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. ...
Do you have an income plan as part of your retirement picture?
July 10, 2023 11:00 - 12 minutes - 11.9 MBIn youth, “Cash is king.” In retirement, “INCOME is king!” Financial advisor Brandon Bowen spends his days hammering this idea into the heads of pre-retirees and retirees. You must have an income plan in place, and it cannot be dependent on the market… Financial advisor Angela Sloan, reiterates this idea highlighting how the market is where you go for growth but is not a good income plan because you never know what it’s going to give you. On this episode of Charleston’s Retirement C...
The Texas Rangers Are Learning A Tough Financial Lesson – What Takeaways You Can Use To Better Protect Your Own Assets
June 26, 2023 11:00 - 11 minutes - 10.2 MBLast year, the Texas Rangers signed All-Star pitcher Jacob DeGrom to a 5-year, $185 million contract. Now, DeGrom is undergoing surgery that will not only end his 2023 season but may take him out of the 2024 season as well. Adding insult to injury, the Rangers turned down the insurance policy on DeGrom’s contract because it was “prohibitively expensive” and are obligated to pay him $30M this year and $40M next year. Putting too much money behind one investment can backfire when u...
Ridding Yourself Of The Fear To Spend Your Money In Retirement
June 19, 2023 11:00 - 10 minutes - 10 MBEven successful comedians have problems letting go with the money they’ve earned. Sebastian Maniscalco talks about growing up in a middle-class family and, despite his success, the challenges he has spending his money. Charleston’s Retirement Coach and Financial Advisor, Brandon Bowen speaks about the similar conversations he regularly has with his clients who are afraid of spending the money they’ve saved for retirement and how he helps them spend confidently with a plan that gives yo...
The Rules Keep Changing And Not Just In Baseball, There’s A Major Tax Rule Change On The Way
June 12, 2023 11:00 - 13 minutes - 12.2 MBMajor League Baseball has instituted a number of rule changes this year. The pitch clock, bigger bases, and the elimination of “The Shift” were all added to speed up the game. Retirement rules change all the time as well. On this episode, Charleston’s Retirement Coach and Financial Advisor, Brandon Bowen highlights one major tax rule change that’s coming. The “Trump Tax Cuts” expire in 2026. Brandon emphasizes the importance of understanding the current rules of the “game,” so that you can p...
That Plane You’re Boarding Is Not As Clean As You Think And Neither Is Your Financial Plan
June 05, 2023 11:00 - 13 minutes - 12.8 MBSummertime means vacation time! But, before you board that plane, grab some disinfecting wipes. A former flight attendant gives “insider info” on how clean (or not) airplanes really are. On this episode, Charleston’s Retirement Coach Brandon Bowen explains that the same thing could be happening with your savings! A lot of retirement portfolios also contain dirt that could be costing you thousands every year. Find the “dirt” hiding in your accounts with a Portfolio X-ray from Brandon and his ...
When Building A Legacy Plan, Your First Legacy Is Your Spouse
May 29, 2023 11:00 - 11 minutes - 10.5 MBOn this episode we hear from country music star Jameson Rodgers and how, even at the age of 35, he’s already thinking about what he hopes his legacy will be. Charleston’s Retirement Coach, Brandon Bowen, expresses gratitude to our military men and women and their families, while sharing the ways he helps everyone he works with move through the sensitive area of creating an estate and legacy plan, as well as insight to how he helps build confidence for those who’ve already been widowed and wo...
How Are The High Inflation Rates Offering You Investment Opportunities For Your Retirement Savings
May 22, 2023 11:00 - 13 minutes - 12.1 MBAuthor of “Rich Dad, Poor Dad,” Robert Kiyosaki recently spoke of the investment opportunities he sees in commodities in this economic environment. On this episode of Charleston’s Retirement Coach, financial advisor Brandon Bowen talks about moving money in your retirement savings plan towards protection and defense, and the common mistakes many investors make when trying to do so. If you have questions about ways to change your investment strategy in the current economy connect with Brand...