Charleston's Retirement Coach

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 consid...

Many 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, jus...

In 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...

In 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...

Social 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, su...

The 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 of...

In 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 planni...

Retirees 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...

In 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 fee...

In 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 y...

On 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 appro...

On 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 portfoli...

Financial 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 omnyst...

Over 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 tea...

Tired 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 B...

In 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 pla...

Last 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 y...

Even 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 th...

Major 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....

Summertime 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 thousa...

On 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,...

Author 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...

Creating boundaries with your family, yourself, and Uncle Sam. Connect at BowenWealth.com . #Charleston #Retirement See omnystudio.com/listener for privacy information.

Retirees want to have fun and travel but first, you must have this. Connect at BowenWealth.com . #Charleston #Retirement See omnystudio.com/listener for privacy information.

Brandon shares a client request based on “bad internet info.” Connect at BowenWealth.com. #Charleston #Retirement See omnystudio.com/listener for privacy information.