Charleston's Retirement Coach Podcast Por Brandon Bowen arte de portada

Charleston's Retirement Coach

Charleston's Retirement Coach

De: Brandon Bowen
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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.

2026 Brandon Bowen Economía Finanzas Personales
Episodios
  • Are You Still Using Retirement Tools Built for a Different Time?

    Are You Still Using Retirement Tools Built for a Different Time?
    Mar 31 2026

    Retirement mistakes don’t always come from bad intentions—they often come from using the wrong tools at the wrong time. In this episode, Brandon Bowen uses relatable travel stories and real client scenarios to highlight common retirement planning missteps, including staying too aggressive with investments, overspending early in retirement, delaying Social Security without context, and underestimating inflation. The discussion focuses on adjusting portfolios and income strategies as life changes, emphasizing the importance of aligning risk, income, and expectations with today’s stage of retirement—not the past.

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

    Follow us on social media: YouTube | Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
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    18 m
  • What a Portfolio X Ray Can Reveal

    What a Portfolio X Ray Can Reveal
    Mar 24 2026

    A fresh breeze can reveal what’s been hiding—and the same can be true for your portfolio. In this episode, Brandon Bowen uses the idea of “spring cleaning” to explain why a portfolio review can uncover hidden risks, high costs, and overlapping investments. The conversation walks through what a portfolio X‑ray looks for, including risk exposure, investment fees, and redundancy across holdings. Listeners will hear how portfolios can quietly drift out of balance over time and why getting a clear picture matters most for those nearing or already in retirement.

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

    Follow us on social media: YouTube | Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
    Más Menos
    16 m
  • Why a Will Isn’t Enough for Your Legacy

    Why a Will Isn’t Enough for Your Legacy
    Mar 17 2026

    A will alone may not protect the people you care about most. In this episode, Charleston’s Retirement Coach Brandon Bowen is joined by estate planning attorney Tripp Wiles to unpack how legacy planning really works—and where families often get tripped up. The conversation explores trusts, funding mistakes, blended‑family complications, and why estate planning is more than paperwork. Using real‑world examples, they explain how coordinating financial planning and legal strategy can help reduce conflict, confusion, and unintended outcomes for spouses, children, and grandchildren.

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

    Follow us on social media: YouTube | Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
    Más Menos
    25 m
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