Charleston's Retirement Coach

High prices have consumers changing how they shop. Brandon applies this thinking to the difference between working with a big bank vs. an independent advisor. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

How much of your savings will you actually keep? If you haven’t planned for taxes, it will likely be a lot less than you think. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

In sports, the big guys get all the love and it’s often the same in the financial industry - the more money you have, the more attention you get. Brandon shares how he’s working to change that. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

The failures of Signature and Silicon Valley Bank have many asking, “is my money safe?” Brandon clarifies what is, and is not federally insured, plus ways to create safety yourself . Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

We hear from Country Music Star Jason Aldean and the lessons he’s learned about having the right team around you, prompting Brandon to share what sets the team at Bowen Wealth apart. See omnystudio.com/listener for privacy information.

Wall Street has enjoyed a recent rally, but some warn it won’t last long. Brandon talks about ridding yourself of “market emotions” in retirement. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Most Americans have anxiety just thinking about finances, which may stem back to childhood. Brandon talks about helping clients overcome fear and find confidence to enjoy retirement. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

This year’s Big Game commercials cost $7 million for just 30 seconds. Your retirement will require more time. Brandon explains how he can help you navigate the process. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Brandon shares his personal story on why he became an advisor, while emphasizing the importance to find an independent advisor, who’s working for you. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

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.