Charleston's Retirement Coach

September of 2008 was an especially scary time for investors. Thankfully 11 years later, our portfolios are doing pretty well! But could something like that ever happen again? Brandon certainly isn’t a doomsayer, but the answer is YES! The bigger question is… how will your portfolio handle the next crash? Today Brandon explains why it’s vital to make sure your investments are properly diversified....

During hurricane season, the Lowcountry keeps a watchful eye on what the tropics could bring ashore. Thankfully we have advanced weather predicting technology, but we all know the forecast can change in an instant. Keeping your family safe and protecting your home requires focus and preparation. This week, Brandon explains how similar provisions should be made to your portfolio to help protect you...

Recently Brandon took part in an epic endurance challenge that was physical, mental and spiritual. He attempted to climb the equivalent of Mt. Everest. Although he was just shy of conquering Everest, this challenge inspired him in ways he never imagined. Without the coaching he received along the way, he wouldn’t have been able to achieve what he did… Reminding us all that we need a good coach to...

Monopoly is a  very competitive  board game. Almost every family breaks out the box once or twice a year, but it can cause some minor arguments. Then there’s that other family member, “Uncle Sam,” who wants his share from all of us (on & off the Monopoly board). Today, Brandon explores the lessons we can take away from Monopoly and how to help minimize the taxes you pay on your  real  money!   See...

If your response is YES to either of these sentences, you need to listen to this episode: - Are you or someone you know age 66 - 70 and have NOT started Social Security yet?  - Are you or someone you know turning age 66 in 2019?    If YES was the answer to either question, Brandon explains why you or a loved one could be missing out on some major retirement income you’re entitled to… and how to av...

What makes you nervous or anxious? Maybe public speaking or heights? A recent survey finds that 60% of Americans feel anxious when they think about investing in the market… and they’re reluctant to invest because they worry about a potential crash. Brandon explains how you can remedy some of your investment fears and tackle other common retirement concerns. And you’ll never  believe what Brandon h...

We use bubble wrap to protect fragile items, and occasionally pop for fun! Wall street is on a 10-year bull run, but it hasn’t always been straight up. We’ve experienced volatility that has some investors wondering if it’s time to bubble wrap their investment portfolio. Brandon explains why you may want to consider making some changes and diversifying your portfolio for the long-term.   See omnyst...

What if you could figure out how to strategically boost your chances of winning the lottery? On this episode you’ll find out about a couple who did just that, but more importantly Brandon will explain how you can improve your odds of succeeding when it comes to creating your own winning retirement!  See omnystudio.com/listener for privacy information.

The most magical place on earth is also one of the busiest tourist destinations in the world. Seasoned visitors, such as Brandon and his family, know how to work their way around crowds with a few simple hacks. Navigating your way through your investments can be equally frustrating, if not more. To make your life a little easier, Brandon shares Disney and retirement planning hacks that can possibl...

Fidelity says fewer than 1-in-5 Americans have a written plan for retirement. By telling the story of a couple he recently worked with, Brandon explains why this planning can be overwhelming for both the middle class AND multi-millionaires. Find out how having a clear written plan is vitally important to accomplish your personal goals, and to resolve those overwhelming feelings. See omnystudio.com...

Brandon answers and email question, one that’s very common in his office: Where should we pull money from for home improvements? Considering the market reaction to trade tensions with China, Brandon explains what that means for you and his clients. Plus, an uplifting story of a single woman who put off making portfolio changes until months ago, but now feels confident she can retire in a few weeks...

We’ve been told that inflation, taxes, and healthcare can diminish our portfolio fast. Brandon will explain why market risk is the biggest threat to your wealth when you’re over 55, and how he helped one couple plan for that “what if.” See omnystudio.com/listener for privacy information.

Brandon breaks down the basic 3 things you need to pay attention to when it comes to your portfolio. Plus, the Center for American Progress says a 1.3% fee on your 401(k) could cost you as much as $100-thousand over the course of your career. Brandon explains the reality of that stat by describing how he helped a client uncover over $8,000 a year in fees she was unknowingly paying on an old accoun...

Brandon shares a shocking story of how he uncovered over $100,000 in fees a couple unknowingly paid during their first year with their old advisor, and how you can guard against that bombshell within your own portfolio. See omnystudio.com/listener for privacy information.

We all make mistakes, but what are the most damaging retirement planning mistakes you need to (and can) avoid? Brandon will point out the top 3 mistakes, and how you can guard your portfolio against them.   See omnystudio.com/listener for privacy information.

Did you know there are a number of factors that can either lower – or increase – your tax obligations when you stop working? Brandon will divulge the details, and relay a client story that serves as a good reminder of how important it is to know your options with Social Security. See omnystudio.com/listener for privacy information.

The ads you see and hear might make investing seem rather easy. Brandon will dive into some of the key issues the commercials don’t always spotlight. He’ll also explain the difference in a will and a trust, and why an estate plan isn’t just for the ultra-wealthy. See omnystudio.com/listener for privacy information.

It’s basketball bracket time, and Brandon is breaking down the 4 major retirement match ups that are vital when creating your own winning retirement! See omnystudio.com/listener for privacy information.

Brandon will answer a popular question: Is $1 million enough to retire comfortably? Plus insight from a Heisman trophy winner about the importance of giving. See omnystudio.com/listener for privacy information.

It’s common for couples to have an age gap, but Brandon will reveal how to fill the income gap between those years. Surprisingly it can often happen by uncovering fees you may not be aware of. Plus, why it’s important to get your financial life in order and fully embrace spending time on what’s important to YOU! See omnystudio.com/listener for privacy information.

It’s tax time, but Brandon will tell a powerful story that reminds us how significant the relationship is between taxes and our investments all year long. Plus, he’ll share a recent experience that validates how imperative it is to know how much you’re paying in fees. See omnystudio.com/listener for privacy information.