Charleston's Retirement CoachCharleston's Retirement Coach
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The Wake Up Call Your Portfolio Might Need

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What if the wake‑up call you’ve been avoiding is hiding in plain sight? In this episode, Charleston’s Retirement Coach Brandon Bowen shares a personal health scare that completely reframed how he thinks about procrastination—and how the same blind spots can undermine your financial life. From overlooked risks and excessive fees to overexposure in certain investments, he explains why regular financial “checkups” matter and how uncovering hidden issues can bring clarity and peace of mind. It’s a candid reminder that health and wealth both require attention before problems become urgent.

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

 

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Charleston's Retirement Coach

Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and  
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