Charleston's Retirement CoachCharleston's Retirement Coach
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You Retire—Your Money Shouldn’t

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What should you do with an unexpected inheritance—or one you know is coming? In this episode, Brandon Bowen walks through how to turn a windfall into long-term financial strength. From income planning and tax strategies to Roth conversions and growth-focused portfolios, he shares real-life stories and practical steps to help you make smart, confident decisions. Whether you’re navigating a recent inheritance or preparing for one in the future, this episode is packed with insight to help you make the most of it.

 

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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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