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Charleston's Retirement Coach

Dec 23, 2019

When it comes to resolutions, we all approach the New Year from a different perspective… but we share the common goal of doing something better in 2020. On this episode, Brandon addresses why it’s vital that you resolve to be more focused on what’s really happening with your portfolio all year long, especially...


Dec 16, 2019

You’ll enjoy getting into the Christmas spirit by hearing Brandon’s daughters talk about what this season means to them. Brandon discusses the joy of giving… and the honor he has of telling many of his clients that they often budgeted to give more to themselves to create special memories with loved ones in...


Dec 9, 2019

Hard to believe that we’ve been enjoying Christmas with the Griswold’s for over 30 years… but will we have enough money to enjoy 30 years of retirement? On this episode Brandon explains that with the right planning, you can create an income plan that allows you to enjoy those 20 or 30 years of retirement...


Nov 25, 2019

2019 is coming to a close, and it's a great time to review your tax situation and possibly make strategic changes to your retirement. Since we only have a few weeks to make sure you don't get hit with a tax penalty, Brandon explains how to make these weeks count.


Nov 4, 2019

Understanding what you're paying for your investment accounts is the first step to making the most of your retirement savings. Brandon brings this reality to light by explaining how he helped a widowed client reduce her investment fees by about $25,000 a year, and how she now has the freedom to spend that money on...