Charleston's Retirement Coach

When it comes to resolutions, we all approach the New Year from a different perspective… but we share the common goal of doing something  better  in 2020. On this episode, Brandon addresses why it’s vital that you resolve to be more focused on what’s  really  happening with your portfolio all year long, especially when it comes to taxes! See omnystudio.com/listener for privacy information.

You’ll enjoy getting into the Christmas spirit by hearing Brandon’s daughters talk about what this season means to them. Brandon discusses the joy of giving… and the honor he has of telling many of his clients that they often budgeted to give more to themselves to create special memories with loved ones in retirement.   See omnystudio.com/listener for privacy information.

Hard to believe that we’ve been enjoying Christmas with the Griswold’s for over 30 years… but will we have enough money to enjoy 30 years of retirement? On this episode Brandon explains that with the right planning, you can create an income plan that allows you to enjoy those 20 or 30 years of retirement with confidence… And not with cousin Eddie! See omnystudio.com/listener for privacy informatio...

2019 is coming to a close, and it's a great time to review your tax situation and possibly make strategic changes to your retirement. Since we only have a few weeks to make sure you don't get hit with a tax penalty, Brandon explains how to make these weeks count. See omnystudio.com/listener for privacy information.

Understanding what you're paying for your investment accounts is the first step to making the most of your retirement savings. Brandon brings this reality to light by explaining how he helped a widowed client reduce her investment fees by about $25,000 a year, and how she  now  has the freedom to spend that money on purpose! See omnystudio.com/listener for privacy information.

A couple Brandon recently sat down with is facing a common dilemma many relate to: They’re in their early 60’s, they’ve worked hard, saved and invested well, got rid of all of their debt… But out of fear, they’re putting off treating themselves to a few reasonable rewards. Brandon reminds us that we only have a few weeks left in this decade , and with the right planning, we need to make the most o...

With another year flying by, Brandon address what you need to be doing now to be tax efficient with your retirement in 2020… and beyond. See omnystudio.com/listener for privacy information.

Currently, many of us are obsessed with fall and the pumpkin spice life that comes along with it! And the news media is absolutely obsessed with the idea that another recession may be on the way. Today, Brandon explains what all of this chatter truly means for your money, and what you really need to be watching out for concerning your portfolio and the future of your retirement. See omnystudio.com...

The Federal Reserve’s decision to cut interest rates is a double-edged sword. Lower rates do mean cheaper loan options, but today Brandon explains how this cut can negatively impact the future retirement of soon to be and retirees. See omnystudio.com/listener for privacy information.

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.