Charleston's Retirement Coach

Brandon recently had the chance to meet world renowned opera singer Andrea Bocelli at his private home in Miami! On this episode, he recounts the events of that evening, the conversations he had with Andrea’s wife and daughter, and his own takeaways on the importance of us all creating a living legacy plan for ourselves and family. Connect at BowenWealth.com . See omnystudio.com/listener for priva...

Rather than face unvaccinated kids in less-than-ideal social distancing conditions, many Santas have hung up their boots and retired causing a shopping mall Santa shortage this holiday season. But are they prepared financially? Brandon talks about some important areas you need to consider to really know. Wondering if you can retire early? Visit BowenWealth.com . See omnystudio.com/listener for pri...

Airline customers are waiting longer on the phone. Hotel rooms are going uncleaned. Restaurant diners are not returning after bad experiences…“Skimp-flation” is affecting all consumers, but how can you keep your retirement safe from skimping? On this episode, Brandon talks about the ways he works to go the extra mile for his clients. Looking for a more personal financial experience? Visit BowenWea...

The fear of missing out is alive and well for today’s market investors, but greed can come back and bite you pretty fast. Looking for a balance between growth and protection in your own portfolio? Visit BowenWealth.com . See omnystudio.com/listener for privacy information.

If you’re planning end-of-year charity donations, there’s another way to make your contribution that you may not know about which could also help further reduce your tax obligations. On this episode, Brandon explains how this option could work for you. Connect at BowenWealth.com . See omnystudio.com/listener for privacy information.

NFL Hall of Famer Mike Ditka reflects on how growing up in coal-mining Pennsylvania is what taught him that saving early equates to retirement money later. In this episode, Brandon talks about how folks he works with often have similar mindsets and explains why many of us have difficulties managing our accrued wealth as we approach our retirement finish lines. Ready to transition from your accumul...

MLB playoffs are underway. Surprisingly, the strategy that’s involved in baseball is similar to a strategy that can help improve your retirement . Brandon explains the importance of shifting your financial mindset as you transition into the different financial seasons of your life. Want to know about winning when the markets are up , and not losing when their down? Visit www.bowenwealth.com . See...

Democrats have begun molding bills that would raise taxes to pay for the Biden Administration’s spending plans. Brandon talks about why he anticipates bad news to come regarding our taxes in retirement, and highlights the need to start tax planning now. Do you have a retirement tax plan? Visit www.bowenwealth.com . See omnystudio.com/listener for privacy information.

Social Security is upgrading online statements to now include your expected payment each year from age 62 to 70. Brandon shares some client experiences on determining when best to take Social Security, plus ideas on how to fill the income gap for those who decide to delay. Do you have a Social Security strategy? Visit www.bowenwealth.com . See omnystudio.com/listener for privacy information.

There’s a reason why McDonald’s seems to have such a problem with broken ice cream machines. On this episode, we share that intel and Brandon explains how one big problem in your retirement plan could also create a trickle-down effect, causing the whole thing to breakdown. Avoid a McBroken retirement, and visit www.bowenwealth.com . See omnystudio.com/listener for privacy information.

When your car engine isn’t operating efficiently, you do something about it. But what about your IRA? 34 million of us could  improve our 401(k) just by lowering the fees we’re paying. Brandon shares ideas on ways to “tune up” your retirement account. Worried your retirement plan is lacking efficiency? Visit www. BowenFinancialGroup.com . See omnystudio.com/listener for privacy information.

25% of workers don’t ever want to stop working, but even these people need to have a plan. Brandon explains the importance of having a “retire to something” mentality. Plus, the 4 critical areas everyone needs to have covered for their retirement years. Does your plan include these items? Visit www. BowenFinancialGroup.com . See omnystudio.com/listener for privacy information.

There are four basic questions that people commonly ask financial advisors. On this episode, we list them out and Brandon shares how he responds to concerns about news headlines, income, and legacy planning. Got retirement planning questions? Visit www. BowenFinancialGroup.com . See omnystudio.com/listener for privacy information.

On this episode, Tim Tebow admits he’s a big believer of "bucket strategies." Plus, if you’re close to retirement, is The Great Resignation a movement in which you should participate? Begin your exit strategy plan, and visit www. BowenFinancialGroup.com . See omnystudio.com/listener for privacy information.

“Rebalancing” is a term that financial advisors use a lot, but why do we need to do it? Brandon talks about how to know when to rebalance, and how to do it. Worried about the risk you have in your retirement savings? Visit www. BowenFinancialGroup.com . See omnystudio.com/listener for privacy information.

89% of 401(k) savers wish they had an annuity option in their savings plan, still most plans don’t offer them. Brandon explains ways to create your own guaranteed income streams for retirement. Learn how to create a “DIY pension.” Visit www. BowenFinancialGroup.com . See omnystudio.com/listener for privacy information.

There are 678 ways to file for Social Security…Translation - Social Security is very confusing. Brandon talks about the 2 biggest SS mistakes he sees people make, and shares ideas on how to avoid these mistakes yourself. Want a complementary Social Security Maximization Report? Visit  www. BowenFinancialGroup.com . See omnystudio.com/listener for privacy information.

Former major leaguer Bobby Bonilla has been retired for 20 years… and yet, he still gets a $1million check from his old team every July 1st, which is why many now call it “Bobby Bonilla” day. Brandon explains ways to create this kind of income plan for yourself. Learn more about retirement income consistency at www. BowenFinancialGroup.com . See omnystudio.com/listener for privacy information.

Only half of investors routinely rebalance their retirement portfolios. Brandon explains why this practice is critical, particularly for retirees. Need help rebalancing your accounts? Visit www. BowenFinancialGroup.com See omnystudio.com/listener for privacy information.

President Biden says he want to put a retroactive tax on capital gains to April of 2021. Is there any way to plan for this kind of taxation? And the 1 expense you may never have, but is incredibly expensive if you do. Plan for LTC in a way that won’t waste your money. Learn more at www. BowenFinancialGroup.com See omnystudio.com/listener for privacy information.

You save and dream about life after you leave the working world behind, but how do you figure out when you can really, really afford to retire? Brandon talks about some “check-list” items you need to address, and the importance of “thinking ahead.” Learn about your “retirement time-frame.” Visit www. BowenFinancialGroup.com See omnystudio.com/listener for privacy information.

Phil Mickelson broke records when he won the PGA Championship at age 50 and walked away with $2 million… until Uncle Sam took half of those winnings back to Washington. Brandon talks about the details of this devilish deal, and how you too can suffer from the “Uncle Sam Effect” on your retirement accounts. Want to learn ways to reduce your taxes in retirement? Visit www. BowenFinancialGroup.com Se...

Cash is no longer king. It’s income that will determine your future happiness. But how much money can you safely withdraw from your retirement accounts? Brandon shares ideas on ways to create the streams you’ll need. Does your retirement plan include a written income plan? Visit www. BowenFinancialGroup.com See omnystudio.com/listener for privacy information.

So what should you look for in a financial advisor?  Do you need one if you've been successful on your own?  Brandon explains his style of his advising and tells a story of a client who was successful before he joined on with Brandon and how he helped them achieve even further success. See omnystudio.com/listener for privacy information.

So now that your paycheck is stopping after you retire, what do you do?  Brandon tells of the good that lays the golden egg and how to keep that steady stream of income going as you enjoy your retirement. See omnystudio.com/listener for privacy information.