Holiday candy has started piling up and the seasonal feeding frenzy has begun. But this time of year is not just about treats; it's also about tricks to make your money work harder!



Instead of feeling guilty about indulging, let's explore opportunities to make strategic moves for your finances…In this episode of Charleston’s Retirement Coach, Brandon Bowen discusses some key strategies to consider for end-of-year financial planning.



We hear from personal finance guru Suze Orman, who's looking at bonds as a potentially attractive investment in the current environment.



Brandon also shares an interesting perspective on how many people overestimate their willingness to endure market volatility until they're faced with red numbers in their portfolios. He also shares how he works to calculate the "income efficiency score" of his clients’ portfolios to measure how effectively they will generate income in retirement.



Connect with Brandon and his team at BowenWealth.com to learn how to calculate your retirement “income efficiency score.”

Holiday candy has started piling up and the seasonal feeding frenzy has begun. But this time of year is not just about treats; it's also about tricks to make your money work harder!
 
Instead of feeling guilty about indulging, let's explore opportunities to make strategic moves for your finances…In this episode of Charleston’s Retirement Coach, Brandon Bowen discusses some key strategies to consider for end-of-year financial planning.
 
We hear from personal finance guru Suze Orman, who's looking at bonds as a potentially attractive investment in the current environment.
 
Brandon also shares an interesting perspective on how many people overestimate their willingness to endure market volatility until they're faced with red numbers in their portfolios. He also shares how he works to calculate the "income efficiency score" of his clients’ portfolios to measure how effectively they will generate income in retirement.
 
<a href="https://bowenwealth.com/contact/" data-auth="NotApplicable" data-linkindex="3">Connect with Brandon and his team at BowenWealth.com</a> to learn how to calculate your retirement “income efficiency score.”

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>.

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