Charleston's Retirement Coach

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.

In fashion, that is... “Mom jeans” and “dad sneakers” are back in style, but when it comes to your savings, CDs and the 60/40 model are likely not your best bet. Worried your portfolio is outdated? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

There are people who are rich, and there are people who are wealthy. Brandon explains the difference and the one thing the most successful people have. Ready to create your “wealth” plan? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

The stock market is seeing a lot of losses; some say it’s the tech sector pulling everything down. As you approach retirement, you don’t have time to “hang in there” while it comes back. Ready to take the emotion out of investing? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

A lot of us get hung up on “keeping our money liquid.” Brandon explains why liquidity can actually work against you in your retirement years. Need to check your “Liquidity vs. Stability” balance? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

Thanks to low interest rates, unemployment is back down to pre-covid numbers. However, those low interest rates caused the market to go on a BENDER and the reset won’t be pretty. It’s time to assess your risk - visit BowenWealth.com . See omnystudio.com/listener for privacy information.

There’s growing concern that current inflation could grow into something worse called ‘stagflation .’  Brandon explains what it is and the effects it could have on your 60/40 investment mix. Take the emotion out of investing, visit BowenWealth.com . See omnystudio.com/listener for privacy information.

It’s not what you eat, wear, or pay your doctor that could drain your account in retirement. Brandon talks about managing the biggest expense you may face in the years ahead. Ready to create guardrails around your money? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

Many say to adjust your portfolio in response to inflation, but you need to ensure that your income sources are inflation-protected as well. Brandon shares ideas on ways to prepare for longer periods of inflation. Worried about your buying power? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

Brandon’s recent flat tire fiasco taught him that not all cars come with a spare tire, which is like having a retirement savings portfolio that doesn’t include a plan for when the markets crash… when , not if. Get a “spare” on your investments. Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

If you’re one of the many who will spend more in retirement than you did while you were still working, then you need to stop focusing on your net worth and start thinking about this instead. Worried you’ll spend too much? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

After 22 seasons, Tom Brady is retiring at age 44, with $292 million…making the decision to leave his day job a bit easier than most. Brandon lists items you need to have covered if you’re thinking about retiring early. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Rebalancing is especially important for older investors. Brandon talks about finding the “right mix” and the key area that determines the success of your portfolio. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Whether it’s riding market highs or enduring stressful lows, it’s easy to get caught up in the emotions of investing. Still, you need growth. Brandon talks with Brad Jenkins, Chief Investment Officer of Market Guard™, about the strategy he’s created to empower clients with a non-emotional, methodical, mathematical approach to investing. Visit BowenWealth.com . See omnystudio.com/listener for priva...

We all have things to check off our financial “to do” lists, but one to prioritize is taking a second look at how you plan to withdraw from your retirement accounts. Brandon explains what he thinks the biggest threat to retirees today is, and why it’s so important to have the proper withdrawal strategy within your plan. Connect at BowenWealth.com . See omnystudio.com/listener for privacy informati...

If you’re 3-5 years from retirement and are still taking 70% risk with your portfolio, Brandon has one question for you, “Why?” For many, the biggest risk for failing in retirement is that you’re taking too much risk. Want a second opinion on your savings plan? Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

Are YOU the neighborhood Grinch? Brandon calls out one very obvious house in Charleston that seems to be lacking in holiday spirit. Also, with all the talk about a major stock market correction coming, should retirees move into a protective mode? Brandon shares the strategies he’s implementing to help protect his clients, and how you could benefit from them as well. Worried about your market inves...