Charleston's Retirement Coach

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 Worried your portfolio is outdated?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...

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.