Charleston's Retirement Coach

The passing of Elvis’ daughter, Lisa Marie, has brought legacy planning to the forefront. Brandon shares what many don’t know about estate and legacy planning. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

The Tax Cuts and Jobs Act ends in 2026, increasing rates to what they were in 2017. Brandon shares ways to take advantage of the current tax landscape before it expires. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Only 27% know how much they pay in 401(k) fees, which could add up to tens of thousands . Brandon talks about hidden fees he often sees and how to uncover them. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

As the debate of whether we’re in a recession continues, Brandon points out when you should break the rules that many advisors tell you to follow. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

If you could ensure the same pre-retirement income, with COLA increases, would you retire now? Brandon explains it can be done. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

One analyst projects the Dow may hit 40,000 in the next 12 to 18 months. Brandon wants you to realize the drop that could happen first . Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Brandon explains how “portfolio clutter” could cause you to lose thousands in annual retirement income. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Brandon emphasizes that your account balance is not what will give you comfort. Instead, your true “magic number” is actually found in this.  Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Media mogul Tyler Perry went through an audit that ended with him being owed millions, launching Brandon into personal stories on the value of a second opinion. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

As we’re living longer, so increases our chance to run out of money. Brandon shares ideas to create income surplus. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Country star Jason Aldean shares an important lesson that reminds Brandon of an emotional conversation about the want and need to protect family. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Brandon highlights some major money blunders he's seen retirees make, but you can avoid. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Brandon talks with Brad Jenkins, Creator of Market Guard™, about strategies to empower clients with a non-emotional approach to investing. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

As the IMF warns that the worst is yet to come, investors wonder where to turn. Brandon shares how alternative investments could offer safer harbors. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Brandon shares a real-life example of 2 siblings: one who’s down 30% this year, and the other who’s down only 2%. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

When making annual retirement withdrawals, many follow the “4% Rule.” Brandon explains why this rule may be outdated and ways to create more security around your retirement income plan. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Many save to a 401(k), but don’t have a plan for when they need to start withdrawing from it. Brandon explains how he helps clients navigate the process, while pointing out areas where you need to be aware. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Several states are considering a tax on people who don’t carry long-term care insurance. Brandon talks about options that he believes are far better than traditional LTC insurance. Want to know your options? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

The fear of running out of money causes some retirees to worry too much , almost to the point of depriving themselves. Brandon shares ideas on how to find financial freedom. Need to figure out your spending “sweet spot?” Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

Colleges have announced the millions they’re spending on stadium upgrades, prompting Brandon to remind you of the upgrades your plan may need as you approach your goal line. Need a Retirement Playbook? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

A recent airline passenger had to pay a $2,000 fee because they forgot to declare 2 breakfast sandwiches… But that’s nothing compared to the fees you may be paying on your own savings. Want a fee review on your investments? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

Most don’t know the age you’re eligible for full S.S. benefits. Not only does the answer vary, but you could miss out on thousands by filing incorrectly. Brandon shares the worst filing mistake he’s seen as a lesson for all of us. Need help planning your retirement income? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

The people who don’t have an estate plan are often the ones who’d benefit from them the most. Brandon shares consequences you may not realize you’re leaving to your heirs. Want to ensure your legacy? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

Some financial experts say retirement savers need to just accept market volatility, but Brandon is saying “NO!” Need a second opinion on your savings accounts? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

We had the “Dot Com bubble,” and the “Housing bubble”…are we headed towards the “Fed bubble?” Brandon explains why he thinks the answer is yes. Want ideas to protect your gains? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.