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

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