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

Charleston's Retirement Coach

Charleston's Retirement Coach

著者： 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 個人ファイナンス 経済学
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  • Could Your First Year of Retirement Change Everything?

    Could Your First Year of Retirement Change Everything?
    2026/07/21

    What if the first year of retirement sets the tone for everything that follows? On this episode, Brandon Bowen explores the emotional and financial challenges many retirees face during their transition from work to retirement. Through a real-life client story, he discusses the balance between spending and saving, the impact of health and stress on retirement decisions, and how having a clear retirement strategy can help bring greater confidence to life after work.

    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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    11 分
  • Are You Following the Right Roadmap to Retirement?

    Are You Following the Right Roadmap to Retirement?
    2026/07/14

    What if retirement planning is less about reaching a destination and more about knowing which turns to take along the way? Brandon Bowen explains how key retirement milestones like Social Security, Medicare, pensions, and paying off debt can shape your retirement timeline. Through a real-life client story, he shows how a flexible retirement plan can adapt when life circumstances change, helping retirees evaluate their options as goals and priorities evolve. The conversation highlights the importance of having a personalized roadmap that accounts for both financial resources and the unexpected changes that often come with 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.
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    12 分
  • The Three Tax Buckets Every Retiree Should Understand

    The Three Tax Buckets Every Retiree Should Understand
    2026/07/07

    Could the way you've saved for retirement create an unexpected tax problem later on? In this episode, Brandon Bowen explains the three primary tax buckets—tax-deferred, taxable, and tax-free accounts—and why having a mix of each can create more flexibility in retirement. He discusses common challenges retirees face when most of their savings are concentrated in one account type, along with strategies to consider when planning withdrawals and managing taxes. Learn how thoughtful tax diversification can play an important role in an overall retirement income plan.

    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
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