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Charleston's Retirement Coach

Jun 27, 2022

We had the “Dot Com bubble,” and the “Housing bubble”…are we headed towards the “Fed bubble?” Brandon explains why he thinks the answer is yes. Want ideas to protect your gains? Visit

Jun 6, 2022

In fashion, that is... “Mom jeans” and “dad sneakers” are back in style, but when it comes to your savings, CDs and the 60/40 model are likely not your best bet. Worried your portfolio is outdated? Visit

May 30, 2022

There are people who are rich, and there are people who are wealthy. Brandon explains the difference and the one thing the most successful people have. Ready to create your “wealth” plan? Visit

May 23, 2022

The stock market is seeing a lot of losses; some say it’s the tech sector pulling everything down. As you approach retirement, you don’t have time to “hang in there” while it comes back. Ready to take the emotion out of investing? Visit

May 16, 2022

A lot of us get hung up on “keeping our money liquid.” Brandon explains why liquidity can actually work against you in your retirement years. Need to check your “Liquidity vs. Stability” balance? Visit