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Charleston's Retirement Coach

Jan 24, 2022

Whether it’s riding market highs or enduring stressful lows, it’s easy to get caught up in the emotions of investing. Still, you need growth. Brandon talks with Brad Jenkins, Chief Investment Officer of Market Guard™, about the strategy he’s created to empower clients with a non-emotional,...


Jan 17, 2022

We all have things to check off our financial “to do” lists, but one to prioritize is taking a second look at how you plan to withdraw from your retirement accounts. Brandon explains what he thinks the biggest threat to retirees today is, and why it’s so important to have the proper withdrawal strategy within your...


Jan 10, 2022

If you’re 3-5 years from retirement and are still taking 70% risk with your portfolio, Brandon has one question for you, “Why?” For many, the biggest risk for failing in retirement is that you’re taking too much risk. Want a second opinion on your savings plan? Connect at


Dec 20, 2021

Are YOU the neighborhood Grinch? Brandon calls out one very obvious house in Charleston that seems to be lacking in holiday spirit. Also, with all the talk about a major stock market correction coming, should retirees move into a protective mode? Brandon shares the strategies he’s implementing to help protect...


Dec 13, 2021

Brandon recently had the chance to meet world renowned opera singer Andrea Bocelli at his private home in Miami! On this episode, he recounts the events of that evening, the conversations he had with Andrea’s wife and daughter, and his own takeaways on the importance of us all creating a living legacy plan...