『Charleston's Retirement Coach』のカバーアート

Charleston's Retirement Coach

Charleston's Retirement Coach

著者： Brandon Bowen
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

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 個人ファイナンス 経済学
エピソード
  • Why “Diversified” Portfolios Aren’t Always Diversified

    Why “Diversified” Portfolios Aren’t Always Diversified
    2026/05/05

    Keeping the same investment strategy in retirement that worked during your working years can quietly increase risk and costs. In this episode, Brandon Bowen breaks down what diversification really means as retirement approaches—and why owning multiple funds doesn’t always equal balance. He discusses common mistakes he sees, including overlapping investments, high fees, and income strategies that don’t align with long-term needs. Using a real-world second‑opinion scenario, the conversation highlights how portfolio structure, expenses, and income planning can impact retirees as they transition from growth to income.

    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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    9 分
  • Why Your 401(k) Isn’t a Retirement Plan

    Why Your 401(k) Isn’t a Retirement Plan
    2026/04/28

    Saving for retirement is one thing—turning those savings into reliable income is another challenge entirely. In this episode, Brandon Bowen explains why a 401(k) is not a retirement plan by itself and why many people struggle to transition from saving to spending. The conversation breaks down common misconceptions around annuities, income planning, and portfolio design, using real‑world examples to show how different tools fit together. Brandon emphasizes education, balance, and understanding how each piece of retirement income works before relying on it long term.

    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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    16 分
  • The Financial Baggage Couples Bring Into Retirement

    The Financial Baggage Couples Bring Into Retirement
    2026/04/21

    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

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    15 分
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