Is your retirement portfolio riding too heavily on the “Magnificent Seven”? In this episode, Charleston’s Retirement Coach Brandon Bowen breaks down the risks of overconcentration in today’s tech-heavy market and explains how to rebalance for long-term retirement success. From Morningstar risk assessments to rules-based investing with Market Guard, Brandon shares how to spot hidden vulnerabilities and build a more resilient, diversified plan—without sacrificing growth.
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Why Estate Planning Is About More Than Money
23:25

What Happens After the Inheritance Check Clears
11:11

When Waiting for Social Security Comes at a Cost
13:51