When two lives come together, so does the financial baggage—and avoiding the conversation only makes it heavier. In this episode, Charleston’s Retirement Coach Brandon Bowen explores how relationships, communication, and money intersect, especially in second marriages and later‑in‑life transitions. Brandon shares real client scenarios highlighting common friction points like blending finances, beneficiaries, housing decisions, and spending expectations. The discussion emphasizes why open dialogue, clear planning, and shared decision‑making are essential when building a retirement plan as a couple. It’s an honest look at how emotional and financial realities collide—and how thoughtful planning helps couples move forward on the same page.

Like what you hear? Get a second opinion today: bowenwealth.com

Follow us on social media: YouTube | Facebook | LinkedIn