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

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