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 👉 https://bit.ly/3WoNJZT

Also on Facebook and YouTube.

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 👉 <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>.

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

Converting Pre-Tax Money To Never-Taxed Money

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 👉 https://bit.ly/3WoNJZT

Also on Facebook and YouTube.

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 👉 <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>.

Income Planning For Retirement

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 👉 https://bit.ly/3WoNJZT

Also on Facebook and YouTube.

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 👉 <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>.

Collecting Social Security Benefits

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 👉 https://bit.ly/3WoNJZT

Also on Facebook and YouTube.

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 👉 <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>.

Converting Pre-Tax Money To Never-Taxed Money

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