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.

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 <a href="http://www.BowenFinancialGroup.com">www.BowenFinancialGroup.com</a>.

Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind.

In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies and estate planning to tax considerations and insurance options. Whether you're an early-career professional beginning to save, or you're nearing retirement age and need to refine your plans, this show has something valuable for you.

Brandon's down-to-earth approach makes financial concepts accessible to all, no matter your level of financial knowledge. "Charleston's Retirement Coach" strives to equip listeners with the knowledge they need to navigate their retirement journey confidently. Tune in to transform how you think about retirement.

Secure your future with Brandon Bowen, and take the first step towards a retirement filled with freedom and stability. Subscribe now to never miss an episode of Charleston's Retirement Coach.

Like what you hear? Get a second opinion today 👉 https://bit.ly/3WoNJZT

Also on Facebook and YouTube.

Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind.
In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies and estate planning to tax considerations and insurance options. Whether you're an early-career professional beginning to save, or you're nearing retirement age and need to refine your plans, this show has something valuable for you.
Brandon's down-to-earth approach makes financial concepts accessible to all, no matter your level of financial knowledge. "Charleston's Retirement Coach" strives to equip listeners with the knowledge they need to navigate their retirement journey confidently. Tune in to transform how you think about retirement.
Secure your future with Brandon Bowen, and take the first step towards a retirement filled with freedom and stability. Subscribe now to never miss an episode of Charleston's Retirement Coach.
Like what you hear? Get a second opinion today 👉 <a href="https://bit.ly/3WoNJZT">https://bit.ly/3WoNJZT</a>
Also on <a href="https://bit.ly/3JNq5yz">Facebook</a> and <a href="https://bit.ly/3QxxlSV">YouTube</a>.

Charleston's Retirement Coach

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 .

4 Questions Advisors Hear The Most

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 👉 https://bit.ly/3WoNJZT

Also on Facebook and YouTube.

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 👉 <a href="https://bit.ly/3WoNJZT">https://bit.ly/3WoNJZT</a>
Also on <a href="https://bit.ly/3JNq5yz">Facebook</a> and <a href="https://bit.ly/3QxxlSV">YouTube</a>.

Navigating Legacy Planning: Emotions And Practical Considerations

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 👉 https://bit.ly/3WoNJZT

Also on Facebook and YouTube.

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 👉 <a href="https://bit.ly/3WoNJZT">https://bit.ly/3WoNJZT</a>
Also on <a href="https://bit.ly/3JNq5yz">Facebook</a> and <a href="https://bit.ly/3QxxlSV">YouTube</a>.

Navigating Fees In Retirement Planning

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 👉 https://bit.ly/3WoNJZT

Also on Facebook and YouTube.

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 👉 <a href="https://bit.ly/3WoNJZT">https://bit.ly/3WoNJZT</a>
Also on <a href="https://bit.ly/3JNq5yz">Facebook</a> and <a href="https://bit.ly/3QxxlSV">YouTube</a>.

4 Questions Advisors Hear The Most

In 1 playlist(s)

Charleston's Retirement Coach

Social links

Follow podcast

Recent clips