Could Your First Year of Retirement Change Everything?

What if the first year of retirement sets the tone for everything that follows? On this episode, Brandon Bowen explores the emotional and financial challenges many retirees face during their transition from work to retirement. Through a real-life client story, he discusses the balance between spend…

Are You Following the Right Roadmap to Retirement?

What if retirement planning is less about reaching a destination and more about knowing which turns to take along the way? Brandon Bowen explains how key retirement milestones like Social Security, Medicare, pensions, and paying off debt can shape your retirement timeline. Through a real-life clien…

The Three Tax Buckets Every Retiree Should Understand

Could the way you've saved for retirement create an unexpected tax problem later on? In this episode, Brandon Bowen explains the three primary tax buckets—tax-deferred, taxable, and tax-free accounts—and why having a mix of each can create more flexibility in retirement. He discusses common challen…

Should You Chase the Next Big IPO?

Excited about the next big IPO? That excitement could lead to costly decisions if not managed carefully. Brandon Bowen discusses the hype around high-profile IPOs and why investors nearing retirement may need to approach them cautiously. He explains how emotions like FOMO can influence decision-mak…

The Hidden Leak in Your Retirement Plan

A hidden leak nearly flooded his backyard—and it mirrors a financial issue many retirees overlook. In this episode, Brandon Bowen reacts to Jamie Dimon’s take on tackling problems early, using a real-life story to highlight why delays can lead to bigger complications. From managing debt to prioriti…

When Is the Right Time to Claim Social Security?

When should you actually claim Social Security—and what could that decision mean for your retirement income? In this episode, Brandon Bowen explores the timing choices retirees face and why many claim earlier than expected. He discusses common concerns about potential changes to the system, key fac…

Do You Have a Clear Roadmap for Retirement?

Are you following a clear roadmap to retirement—or just guessing at the next turn? In this episode, Brandon Bowen shares how retirement planning involves navigating key milestones like Social Security and Medicare while building a plan that adapts to life changes. Through a real client story, he il…

Are You Just a Number to Your Advisor?

Are you just a number to your financial advisor—or do they actually know your story? This episode explores how personalized advice can differ from large firm experiences, especially as you approach retirement. Brandon Bowen shares a real client example to highlight how service, communication, fees,…

Why Retirement Feels Scary—Even If You’re Ready

Why does retirement feel exciting for some—and overwhelming for others? In this episode, Brandon Bowen explores the emotional shift from earning a paycheck to relying on your savings for income. He discusses how identity, market uncertainty, and fear of running out of money can shape retirement dec…

Solo Retirement: Navigating Big Decisions on Your Own

What happens when you’re making retirement decisions on your own—and the market feels uncertain? In this episode, Brandon Bowen discusses the growing trend of solo aging and the financial challenges many individuals, particularly women, face when planning retirement independently. He shares how mar…