Thanksgiving and Retirement: A Recipe for Success

This week, Charleston's Retirement Coach, Brandon Bowen, discusses the parallels between preparing for Thanksgiving and planning for retirement. He emphasizes the importance of having a solid plan, assessing current resources, and monitoring progress to ensure a successful retirement. The discussio…

Flexibility in Retirement Plans

This week, Charleston's Retirement Coach, Brandon Bowen, discusses the intricacies of retirement planning, emphasizing the importance of having a solid plan in place as one approaches retirement age. He highlights the need for flexibility in retirement plans, allowing for adjustments based on indiv…

Navigating Financial Waters Post-Election

This week, Brandon Bowen delves into the implications of the recent election on financial markets and retirement planning. He discusses market reactions, predictions for the upcoming year, and the importance of having a solid income plan for retirement. Various client experiences are shared, emphas…

From Chicken Farm to Financial Freedom

This week, Charleston's Retirement Coach, Brandon Bowen, shares his journey from a humble upbringing on a chicken farm in South Carolina to becoming a successful financial advisor. He discusses the influence of his family, the challenges he faced in his career, and the rewarding moments of helping …

Halloween Fun and Financial Planning

This week, Brandon Bowen discusses Halloween traditions and transitions into the importance of financial planning for retirement, particularly focusing on annuities as a reliable income source. The discussion highlights the benefits of having a structured financial plan, the comfort of initial cons…

Building a Robust Retirement Income Plan

This week, Brandon Bowen delves into the complexities of retirement planning, emphasizing the risks of a DIY approach and the importance of professional guidance. He covers essential topics such as tax strategies, Roth conversions, required minimum distributions, and the psychological shift from ne…

The 401(k) Dilemma: Rethinking Retirement

This week, Brandon Bowen discusses the importance of year-end financial planning, particularly focusing on 401(k) strategies and the necessity of having multiple income streams in retirement. He highlights the risks associated with relying solely on traditional retirement plans and emphasizes the n…

Organizing Your Financial Life for Independence

This week on Charleston's Retirement Coach, Brandon Bowen discusses the origins and implications of the 401(k). He delves into the hidden fees associated with 401(k) plans and the importance of transparency in financial planning. Brandon emphasizes the need for a comprehensive financial strategy, p…

Decoding the 4% Rule

This week, Brandon Bowen discusses the critical aspects of retirement planning, highlighting the common regrets of not saving adequately, the importance of having a personalized retirement plan, and the fears associated with running out of money. The discussion emphasizes the need for a strategic a…

Balancing Discipline and Freedom in Retirement

Many people struggle with the transition from saving for retirement to confidently spending their savings. This can be especially challenging for those who have followed a disciplined approach to saving, such as Dave Ramsey graduates. Breaking down this mentality requires a plan that allows for bo…