Only half of investors routinely rebalance their retirement portfolios. Brandon explains why this practice is critical, particularly for retirees. Need help rebalancing your accounts? Visit www.BowenFinancialGroup.com

Only half of investors routinely rebalance their retirement portfolios. Brandon explains why this practice is critical, particularly for retirees. Need help rebalancing your accounts? Visit <a href="http://www.bowenfinancialgroup.com/">www.BowenFinancialGroup.com</a>

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>.

Charleston's Retirement Coach

Only half of investors routinely rebalance their retirement portfolios. Brandon explains why this practice is critical, particularly for retirees. Need help rebalancing your accounts? Visit

Why Rebalancing Is SO Important

The markets have recently hit new all-time highs, causing some concern about a potential crash. Brandon discusses the importance of having a long-term financial plan, especially those that have less than $1 million saved for retirement.

Like what you hear? Get a second opinion today 👉 https://bit.ly/3WoNJZT

Also on Facebook and YouTube.

The markets have recently hit new all-time highs, causing some concern about a potential crash. Brandon discusses the importance of having a long-term financial plan, especially those that have less than $1 million saved for retirement.
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>.

Preparing For A Market Downturn

Effective tax planning is important when it comes to retirement. Brandon highlights the potential changes in tax brackets and rates under the Biden administration, and explains the opportunities Roth conversions can provide when aiming to maximize savings and income in retirement.

Like what you hear? Get a second opinion today 👉 https://bit.ly/3WoNJZT

Also on Facebook and YouTube.

Effective tax planning is important when it comes to retirement. Brandon highlights the potential changes in tax brackets and rates under the Biden administration, and explains the opportunities Roth conversions can provide when aiming to maximize savings and income in retirement.
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>.

Converting Pre-Tax Money To Never-Taxed Money

In this episode, Brandon discusses the potential risks and challenges in the current economic climate. He emphasizes the importance of being aware of the possibility of a market crash and the need to minimize tax implications.

Brandon highlights diversification as a key strategy, with a focus on developing a comprehensive financial plan that aligns with individual goals and objectives in retirement.

Like what you hear? Get a second opinion today 👉 https://bit.ly/3WoNJZT

Also on Facebook and YouTube.

In this episode, Brandon discusses the potential risks and challenges in the current economic climate. He emphasizes the importance of being aware of the possibility of a market crash and the need to minimize tax implications.
Brandon highlights diversification as a key strategy, with a focus on developing a comprehensive financial plan that aligns with individual goals and objectives in retirement.
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>.

Why Rebalancing Is SO Important

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