Charleston's Retirement Coach

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Brandon Bowen is an independent financial advisor that coaches’ individuals 55 and over through every aspect of their investment and retirement planning needs. His passion for providing client-focused solutions and unbiased guidance prompted him to establish Bowen Financial Group over a decade ago,…

Brandon Bowen


    • May 27, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 12m AVG DURATION
    • 247 EPISODES


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    Latest episodes from Charleston's Retirement Coach

    Managing Emotions During Market Volatility

    Play Episode Listen Later May 27, 2025 23:11


    This week on Charleston's Retirement Coach, Brandon Bowen discusses his motivation for helping others navigate retirement planning, the importance of managing emotions during market volatility, the future of Social Security, and how to uncover waste in investment portfolios. He emphasizes the need for strategic planning and the value of having a financial advisor to guide individuals through their retirement journey. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Navigating Summer Vacations with Financial Planning

    Play Episode Listen Later May 20, 2025 22:28


    In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the importance of financial planning, especially during the summer vacation season. He shares personal anecdotes about family vacations and emphasizes the need for proper financial preparation for spontaneous trips. The conversation shifts to the differences between captive and independent insurance agents, highlighting the potential savings when working with independent advisors. Brandon also addresses the hidden costs associated with financial advice and the importance of understanding investment fees. He encourages listeners to consider a portfolio x-ray to identify any excessive fees they may be paying, ultimately aiming to provide a clearer financial picture for retirement planning. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Navigating the Retirement Danger Zone

    Play Episode Listen Later May 13, 2025 24:48


    This week, Brandon Bowen discusses the critical aspects of retirement planning, particularly focusing on the 'retirement danger zone' and the importance of creating a solid income plan. He emphasizes the need for diversification in investment strategies to mitigate risks associated with market volatility as individuals approach retirement. The conversation also highlights the significance of understanding one's financial needs and developing a tailored income strategy to ensure a secure and enjoyable retirement. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Financial Planning in a Volatile Market

    Play Episode Listen Later May 6, 2025 23:21


    In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the importance of financial planning, especially in volatile markets. He shares his personal motivation for helping clients navigate retirement, emphasizing the need for a solid income plan and the challenges surrounding Social Security. The conversation also highlights the significance of uncovering inefficiencies in investment portfolios to enhance financial security during retirement. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Hidden Fees: The Silent Retirement Killer

    Play Episode Listen Later Apr 29, 2025 25:16


    This week on Charleston's Retirement Coach, Brandon Bowen discusses the importance of understanding hidden fees in financial portfolios, the value of transparency in financial advising, and the mindset needed for a fulfilling retirement. He emphasizes the need for a customized retirement blueprint to ensure financial independence and confidence in retirement planning. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    From Farm to Finances

    Play Episode Listen Later Apr 22, 2025 19:31


    In this episode of Charleston's Retirement Coach, Brandon Bowen shares his personal journey from a humble upbringing on a chicken farm in South Carolina to becoming a successful financial advisor. He discusses the challenges and rewards of helping clients navigate their retirement plans, emphasizing the importance of personal relationships in financial advisory. Brandon reflects on his motivations, the risks he took to start Bowen Wealth, and his vision for the future of his firm, all while maintaining a focus on family and faith. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Navigating Life Changes: Financial Guidance for Widows

    Play Episode Listen Later Apr 15, 2025 25:20


    In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the challenges faced by widows and divorcees in financial planning, the impact of market volatility on retirement savings, and the emotional responses that can arise during uncertain times. He emphasizes the importance of having a solid income-focused retirement plan and encourages listeners to seek second opinions on their financial strategies. The conversation also touches on legacy planning and the need for timely financial decisions to avoid regrets later in life. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Navigating Market Volatility: Strategies for Retirement

    Play Episode Listen Later Apr 8, 2025 21:42


    This week, Brandon Bowen discusses the current market volatility and its implications for retirement planning. He emphasizes the importance of asset allocation, emotional decision-making, and having a solid retirement game plan. The conversation also covers strategies for navigating down markets and the concept of managing investments through three distinct buckets based on time horizons and risk tolerance. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    The Importance of Personalized Financial Planning

    Play Episode Listen Later Apr 1, 2025 24:03


    In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the importance of personalized financial planning, particularly in retirement. He critiques popular financial gurus for their broad advice and emphasizes the need for tailored income planning that addresses longevity, tax risks, and market volatility. Through client success stories, he illustrates the benefits of having a comprehensive income plan and highlights common pitfalls in portfolio management. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Getting to Know Charleston's Retirement Coach

    Play Episode Listen Later Mar 25, 2025 19:32


    This week, Brandon Bowen shares his personal journey from a humble upbringing on a farm in South Carolina to becoming a successful financial advisor. He discusses the challenges and rewards of helping clients navigate their retirement planning, emphasizing the importance of clarity and trust in the advisor-client relationship. Brandon also reflects on his career transitions, the values that drive him, and his vision for the future of Bowen Wealth, focusing on specialized retirement strategies for clients nearing retirement. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    March Madness In Retirement

    Play Episode Listen Later Mar 18, 2025 23:30


    In this conversation, Brandon Bowen discusses the importance of understanding market volatility and risk tolerance in retirement planning. He emphasizes the need for a secure income plan and the use of MarketGuard portfolios to manage risk effectively. The discussion also highlights the significance of thorough portfolio analysis and the disconnect many have regarding their retirement strategies. Through relatable analogies, such as March Madness, Bowen illustrates the necessity of proactive planning to achieve retirement success and the joy that comes with financial security. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Exploring Legacy with Chip Esten

    Play Episode Listen Later Mar 11, 2025 14:14


    In this week's episode of Charleston' Retirement Coach, Brandon Bowen interviews actor and musician Chip Esten, discussing his career, personal experiences, and the importance of family and legacy. Esten shares insights on his roles in popular shows, the impact of his family on his music, and the challenges of parenting. The conversation emphasizes the significance of connection, struggles, and the lessons learned from family, as well as the importance of planning for a fulfilling retirement. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Building a Legacy Through Music and Finance

    Play Episode Listen Later Mar 11, 2025 24:07


    This week, Brandon Bowen discusses the intersection of music, legacy, and financial planning. The conversation begins with insights from the Country Radio Seminar (CRS) and the impact of social media on the music industry. Brandon emphasizes the importance of building a legacy, both in music and personal finance, drawing lessons from artists like Old Dominion and Chip Esten. The episode highlights practical financial advice for listeners looking to secure their legacy through effective retirement planning. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Rethinking Traditional Retirement Ages

    Play Episode Listen Later Mar 4, 2025 24:44


    In this conversation, Brandon Bowen discusses the evolving landscape of retirement planning, emphasizing the need to rethink traditional retirement ages and the importance of balancing spending and saving. He highlights the significance of creating a comprehensive income plan that allows retirees to enjoy their savings while also preparing for longevity. The discussion also covers the importance of finding qualified financial advisors and asking the right questions to ensure transparency and alignment with personal financial goals. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Uncovering Hidden Fees in Retirement Plans

    Play Episode Listen Later Feb 25, 2025 24:37


    This week on Charleston's Retirement Coach, Brandon Bowen discusses the often-overlooked hidden fees in retirement plans, particularly focusing on expense ratios and their impact on retirement savings. He emphasizes the importance of self-managing retirement funds to avoid unnecessary costs and highlights common mistakes people make when planning for retirement, such as not considering health insurance gaps and the earnings test. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Navigating Retirement: Strategies for Financial Security

    Play Episode Listen Later Feb 18, 2025 24:52


    This week, Brandon Bowen discusses the importance of planning for retirement, particularly focusing on social security risks and strategies to mitigate them. He emphasizes the need for a diversified income stream and shares a client case study to illustrate how to effectively manage retirement income. The conversation also covers common mistakes made by retirees, the significance of professional financial advice, and various tax strategies that can enhance retirement savings. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Mastering Tax Strategies for Retirement

    Play Episode Listen Later Feb 11, 2025 24:31


    This week, Brandon Bowen discusses the critical importance of tax planning in retirement. He emphasizes understanding tax brackets, the benefits of Roth IRAs, and the necessity of customizing investment portfolios to maximize returns and minimize tax liabilities. The conversation also highlights the creation of a personalized retirement blueprint to ensure financial security and peace of mind in retirement. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Finding Comfort in Retirement Planning

    Play Episode Listen Later Feb 4, 2025 25:46


    In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the importance of understanding personal expenses in retirement planning, the need for effective investment strategies, and the significance of having a well-structured retirement game plan. He emphasizes the balance between growth and protection in investments, the impact of AI on the market, and the necessity of making a big switch in portfolio management as one approaches retirement. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Decoding the 4% Rule

    Play Episode Listen Later Jan 28, 2025 22:04


    This week, Brandon Bowen discusses the critical aspects of retirement planning, highlighting the common regrets of not saving adequately, the importance of having a personalized retirement plan, and the fears associated with running out of money. The discussion emphasizes the need for a strategic approach to income generation in retirement, the implications of the 4% rule, and the potential for achieving higher drawdown rates through effective planning and investment strategies. Like what you hear? Get a second opinion today

    Unlocking the Secrets of Lazy Money

    Play Episode Listen Later Jan 21, 2025 24:02


    This week, Brandon Bowen discusses the concept of 'lazy money' in retirement planning, emphasizing the importance of identifying and reallocating funds that are not actively working for individuals. He highlights the significance of having a second opinion on financial strategies and how to prioritize retirement goals to ensure a fulfilling retirement experience. Like what you hear? Get a second opinion today

    Resolutions: Why We Fail and How to Succeed

    Play Episode Listen Later Jan 14, 2025 25:09


    In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the significance of National Quitters Day, the challenges of sticking to New Year's resolutions, and the implications of early retirement decisions. Like what you hear? Get a second opinion today

    Making 2025 Your Best Year Yet

    Play Episode Listen Later Dec 31, 2024 24:08


    This week on Charleston's Retirement Coach, Brandon Bowen reflects on the past year, sharing personal and professional milestones, and discusses the importance of planning for a successful 2025. He emphasizes the need for sustainable goal setting over traditional resolutions, the significance of prioritizing health, and how financial planning can alleviate stress. The conversation also highlights the value of charitable giving as a means to build a lasting legacy. Like what you hear? Get a second opinion today

    Navigating Retirement: The Importance of Personal Touch

    Play Episode Listen Later Dec 24, 2024 24:37


    In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the intricacies of retirement planning, emphasizing the importance of understanding fees associated with financial services, the value of personal relationships in financial advisory, and the emotional aspects of financial planning. He also touches on the significance of setting financial goals, particularly in the context of New Year's resolutions, and how to create a comprehensive financial plan for retirement. Like what you hear? Get a second opinion today

    Navigating Social Security: A Comprehensive Guide

    Play Episode Listen Later Dec 10, 2024 22:41


    In this conversation, Brandon Bowen discusses the intricacies of Social Security benefits, emphasizing the importance of timing and strategy in claiming these benefits. He outlines key ages for claiming Social Security, the impact of cumulative earnings, and the complexities involved in navigating the system. The discussion also touches on the current state of Social Security and the need for a comprehensive income plan in retirement. Like what you hear? Get a second opinion today

    Thanksgiving and Retirement: A Recipe for Success

    Play Episode Listen Later Nov 26, 2024 24:49


    This week, Charleston's Retirement Coach, Brandon Bowen, discusses the parallels between preparing for Thanksgiving and planning for retirement. He emphasizes the importance of having a solid plan, assessing current resources, and monitoring progress to ensure a successful retirement. The discussion includes various analogies, including cooking and golfing, to illustrate financial strategies and the need for diversification in investment portfolios. The conversation wraps up with personal reflections on Thanksgiving traditions and the value of family. Like what you hear? Get a second opinion today

    Flexibility in Retirement Plans

    Play Episode Listen Later Nov 19, 2024 25:32


    This week, Charleston's Retirement Coach, Brandon Bowen, discusses the intricacies of retirement planning, emphasizing the importance of having a solid plan in place as one approaches retirement age. He highlights the need for flexibility in retirement plans, allowing for adjustments based on individual circumstances and desires. The discussion also delves into the significance of legacy planning, encouraging listeners to consider how they want to be remembered, and the impact they wish to leave behind for their loved ones. Like what you hear? Get a second opinion today

    Navigating Financial Waters Post-Election

    Play Episode Listen Later Nov 12, 2024 24:17


    This week, Brandon Bowen delves into the implications of the recent election on financial markets and retirement planning. He discusses market reactions, predictions for the upcoming year, and the importance of having a solid income plan for retirement. Various client experiences are shared, emphasizing the need for diversified income streams and tax strategies. The discussion also touches on historical market performance in relation to political leadership, highlighting the necessity of preparing for potential market fluctuations and tax changes. Like what you hear? Get a second opinion today

    From Chicken Farm to Financial Freedom

    Play Episode Listen Later Nov 5, 2024 25:31


    This week, Charleston's Retirement Coach, Brandon Bowen, shares his journey from a humble upbringing on a chicken farm in South Carolina to becoming a successful financial advisor. He discusses the influence of his family, the challenges he faced in his career, and the rewarding moments of helping clients achieve their retirement goals. Brandon also opens up about his personal life, including his experiences as a father and navigating through a divorce, while emphasizing the importance of family and faith in his life. Like what you hear? Get a second opinion today

    Halloween Fun and Financial Planning

    Play Episode Listen Later Oct 29, 2024 23:35


    This week, Brandon Bowen discusses Halloween traditions and transitions into the importance of financial planning for retirement, particularly focusing on annuities as a reliable income source. The discussion highlights the benefits of having a structured financial plan, the comfort of initial consultations, and the no-cost approach to financial advice, emphasizing the importance of treating clients' savings with care and respect. Like what you hear? Get a second opinion today

    Building a Robust Retirement Income Plan

    Play Episode Listen Later Oct 15, 2024 23:48


    This week, Brandon Bowen delves into the complexities of retirement planning, emphasizing the risks of a DIY approach and the importance of professional guidance. He covers essential topics such as tax strategies, Roth conversions, required minimum distributions, and the psychological shift from negative to positive thinking about retirement. The discussion highlights the need for a comprehensive income plan and preparation for market volatility, ultimately aiming to empower listeners to take control of their financial futures. Like what you hear? Get a second opinion today

    The 401(k) Dilemma: Rethinking Retirement

    Play Episode Listen Later Oct 8, 2024 23:13


    This week, Brandon Bowen discusses the importance of year-end financial planning, particularly focusing on 401(k) strategies and the necessity of having multiple income streams in retirement. He highlights the risks associated with relying solely on traditional retirement plans and emphasizes the need for a diversified income strategy. The discussion also touches on the lessons learned from Tupperware's business struggles, illustrating the importance of adapting financial strategies to changing circumstances. Like what you hear? Get a second opinion today

    Organizing Your Financial Life for Independence

    Play Episode Listen Later Oct 1, 2024 20:51


    This week on Charleston's Retirement Coach, Brandon Bowen discusses the origins and implications of the 401(k). He delves into the hidden fees associated with 401(k) plans and the importance of transparency in financial planning. Brandon emphasizes the need for a comprehensive financial strategy, particularly as individuals approach retirement, and the role of financial advisors in helping clients navigate their financial futures. He also stresses the importance of organizing one's financial life to achieve financial independence. Like what you hear? Get a second opinion today

    Decoding the 4% Rule

    Play Episode Listen Later Sep 24, 2024 22:04


    This week, Brandon Bowen discusses the critical aspects of retirement planning, highlighting the common regrets of not saving adequately, the importance of having a personalized retirement plan, and the fears associated with running out of money. The discussion emphasizes the need for a strategic approach to income generation in retirement, the implications of the 4% rule, and the potential for achieving higher drawdown rates through effective planning and investment strategies. Like what you hear? Get a second opinion today

    Balancing Discipline and Freedom in Retirement

    Play Episode Listen Later Sep 3, 2024 11:27


    Many people struggle with the transition from saving for retirement to confidently spending their savings. This can be especially challenging for those who have followed a disciplined approach to saving, such as Dave Ramsey graduates. Breaking down this mentality requires a plan that allows for both discipline and freedom. It's important to shift from a growth mindset to an income mindset in retirement and adjust investments accordingly. A proper retirement plan can help individuals loosen up and spend with confidence, preventing future regrets. Like what you hear? Get a second opinion today

    Investing During Market Volatility

    Play Episode Listen Later Aug 27, 2024 13:58


    As retirement approaches, it is important to have a plan in place. One common mistake people make is leaving their 401k in a cash account that only pays a marginal rate of interest. This can result in missing out on potential gains from the stock market. Brandon discusses common mistakes retirees make and highlights the importance of being tactical with investment strategies. Like what you hear? Get a second opinion today

    The Importance of Diversification in Investing

    Play Episode Listen Later Aug 20, 2024 12:49


    In this episode, Brandon focuses on fear, risk, and finding balance in retirement planning. He highlights the importance of addressing emotions and shifting thinking in retirement. The fear of losing money can hinder growth in retirement savings, especially for women who tend to be more conservative. Brandon emphasizes the need for diversification and a balanced approach to investing. It also discusses the benefits of having a comprehensive retirement plan that includes guaranteed income and strategies to preserve and grow wealth. Like what you hear? Get a second opinion today

    The Three Buckets of Retirement Savings

    Play Episode Listen Later Aug 13, 2024 13:17


    Brandon discusses how to prepare for the financial future amidst market turmoil. He emphasizes the importance of having a plan and realistic expectations. Brandon introduces the concept of three buckets for retirement savings: safety and income, moderate growth, and maximum risk and growth potential. He explains how each bucket serves a different purpose and helps to lower stress. Like what you hear? Get a second opinion today

    The Value Of Customizing Your Retirement Plan

    Play Episode Listen Later Aug 6, 2024 12:29


    Brandon addresses the issues some retirees may face such as having to switch financial advisors, paying high fees, or having poor portfolio performance. He emphasizes the value of a customized retirement plan that addresses income streams, market investments, tax strategies, and personal goals. Like what you hear? Get a second opinion today

    The Need For Income During Retirement

    Play Episode Listen Later Jul 23, 2024 12:02


    Brandon explains the importance of legacy planning, the need for income during retirement, and the potential risks of relying on a single income stream. He highlights the case of Tom Selleck, who is concerned about affording his home after retiring despite his net worth. Brandon emphasizes the need for a comprehensive retirement plan that includes multiple income sources and provides stability. Like what you hear? Get a second opinion today

    Creating A Legacy And Estate Plan

    Play Episode Listen Later Jul 16, 2024 13:36


    Legacy planning is a personal and often avoided topic, but it is crucial to make decisions while you're still alive to avoid someone else making them for you. The state of South Carolina has a plan if you don't have one, which can put your loved ones in a difficult situation. Proper legacy planning involves checking beneficiaries, account types, considering a revocable living trust, managing non-qualified accounts, and planning for the sale of a business or property. Like what you hear? Get a second opinion today

    Income Planning For Retirement

    Play Episode Listen Later Jul 2, 2024 13:55


    Brandon discusses why financial independence and retirement planning are different and emphasizes the importance of having sufficient residual income for true independence. He also highlights the various means to achieve financial independence, such as rental properties and annuities. Like what you hear? Get a second opinion today

    Collecting Social Security Benefits

    Play Episode Listen Later Jun 25, 2024 13:17


    Brandon discusses the confusion and challenges surrounding financial planning for retirement, specifically focusing on Social Security. He highlights the complexity of the tax code and the difficulties in understanding and filing taxes. Brandon also explains three lesser-known rules related to Social Security filing and provides examples of how these rules can impact individuals' benefits. Like what you hear? Get a second opinion today

    The Importance Of Proactive Retirement Planning

    Play Episode Listen Later Jun 18, 2024 11:07


    Brandon covers the potential threats to Social Security and the need to plan for a reduction in income streams in retirement. He highlights the possible cuts that could occur by 2035 on Social Security income. Brandon also explores the various scenarios that could lead to reduction in retirement income, such as the absence of a survivor benefit in a pension plan or the less of one spouse's Social Security check. Like what you hear? Get a second opinion today

    Navigating Legacy Planning: Emotions And Practical Considerations

    Play Episode Listen Later Jun 11, 2024 12:57


    Brandon explores the importance of legacy planning and financial preparation for the future, inspired by the passing of basketball legend Bill Walton. He delves into the significance of communicating and documenting wishes, the role of trust in estate planning, and the impact of financial decisions on family dynamics. Brandon emphasizes the need for a comprehensive legacy plan to ensure that wishes are carried out and to avoid potential conflicts and regrets among surviving family members. Like what you hear? Get a second opinion today

    Navigating Fees In Retirement Planning

    Play Episode Listen Later Jun 4, 2024 11:33


    Brandon discusses how fees can impact your retirement savings and the importance of creating a custom-tailored financial plan to potentially limit fees. Like what you hear? Get a second opinion today

    Preparing For A Market Downturn

    Play Episode Listen Later May 28, 2024 11:23


    The markets have recently hit new all-time highs, causing some concern about a potential crash. Brandon discusses the importance of having a long-term financial plan, especially those that have less than $1 million saved for retirement. Like what you hear? Get a second opinion today

    Converting Pre-Tax Money To Never-Taxed Money

    Play Episode Listen Later May 21, 2024 13:25


    Effective tax planning is important when it comes to retirement. Brandon highlights the potential changes in tax brackets and rates under the Biden administration, and explains the opportunities Roth conversions can provide when aiming to maximize savings and income in retirement. Like what you hear? Get a second opinion today

    Diversification: Reducing Risk In Your Investments

    Play Episode Listen Later May 14, 2024 13:28


    In this episode, Brandon discusses the potential risks and challenges in the current economic climate. He emphasizes the importance of being aware of the possibility of a market crash and the need to minimize tax implications. Brandon highlights diversification as a key strategy, with a focus on developing a comprehensive financial plan that aligns with individual goals and objectives in retirement. Like what you hear? Get a second opinion today

    The Flaws And Future Of Social Security

    Play Episode Listen Later May 7, 2024 13:17


    Social Security has 678 ways to file and over 2,000 rules to consider. This can cause confusion and many challenges when you begin planning for your retirement. In this episode, Brandon shares three lesser-known rules about Social Security filing and why it's important to understand these rules to maximize benefits. Also, Brandon explains why income plans need to be personalized in retirement and not rely solely on Social Security. Ready to learn more about your Social Security benefits? Visit BowenWealth.com to start today!See omnystudio.com/listener for privacy information.

    The Misconceptions About Annuities

    Play Episode Listen Later Apr 30, 2024 13:25


    Annuities often have a bad reputation due to fees, generating a low stream of income, and locking up principal. However, higher interest rates have made annuities something to consider when building out an income plan for retirement. In this episode, Brandon breaks down the concerns people have with annuities and why they can be a valuable and beneficial tool to generate income in retirement. Ready to see if annuities are right for you? Visit BowenWealth.com to start today!See omnystudio.com/listener for privacy information.

    The 10 Commandments Of Retirement

    Play Episode Listen Later Apr 23, 2024 13:06


    Nick Saban's wife Terry wrote to her husband “The 10 Commandments of Retirement” now that the legendary coach has called it a career. While the full list is still private, Ms. Terry did reveal some of things that Coach Saban has to abide by. In this episode, Brandon shares what his commandments in retirement are and what he advises retirees to do to live their best retirement life. Ready to plan for the retirement you've dreamed of? Visit BowenWealth.com to start today!See omnystudio.com/listener for privacy information.

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