Brandon shares a client request based on “bad internet info.” Connect at BowenWealth.com. #Charleston #Retirement

Brandon shares a client request based on “bad internet info.” Connect at <a href="https://bowenwealth.com/contact/" target="_blank" rel="noopener">BowenWealth.com.</a> #Charleston #Retirement

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

Brandon shares a client request based on “bad internet info.” Connect at  #Charleston #Retirement

Making Sense Out Of Misinformation

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>.

Converting Pre-Tax Money To Never-Taxed Money

In this episode, Brandon discusses the potential risks and challenges in the current economic climate. He emphasizes the importance of being aware of the possibility of a market crash and the need to minimize tax implications.

Brandon highlights diversification as a key strategy, with a focus on developing a comprehensive financial plan that aligns with individual goals and objectives in retirement.

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

Also on Facebook and YouTube.

In this episode, Brandon discusses the potential risks and challenges in the current economic climate. He emphasizes the importance of being aware of the possibility of a market crash and the need to minimize tax implications.
Brandon highlights diversification as a key strategy, with a focus on developing a comprehensive financial plan that aligns with individual goals and objectives 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>.

Diversification: Reducing Risk In Your Investments

Social Security has 678 ways to file and over 2,000 rules to consider. This can cause confusion and many challenges when you begin planning for your retirement.

In this episode, Brandon shares three lesser-known rules about Social Security filing and why it’s important to understand these rules to maximize benefits. Also, Brandon explains why income plans need to be personalized in retirement and not rely solely on Social Security.

Ready to learn more about your Social Security benefits? Visit BowenWealth.com to start today!

Social Security has 678 ways to file and over 2,000 rules to consider. This can cause confusion and many challenges when you begin planning for your retirement.
In this episode, Brandon shares three lesser-known rules about Social Security filing and why it’s important to understand these rules to maximize benefits. Also, Brandon explains why income plans need to be personalized in retirement and not rely solely on Social Security.
Ready to learn more about your Social Security benefits? <a href="https://bowenwealth.com/contact/">Visit BowenWealth.com</a> to start today!

Making Sense Out Of Misinformation

In 1 playlist(s)

Charleston's Retirement Coach

Social links

Follow podcast

Recent clips