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Charleston's Retirement Coach

Apr 30, 2020

If you’ve been offered an early retirement buyout from Boeing or another great company, you’re facing with some tough decisions. Yes… Your financial future could be much different than you expected, but not necessarily. On this episode Brandon encourages you to NOT rush into a decision that will impact you and...


Apr 23, 2020

After Brandon & Kristen discuss making the best out of life at the moment and what we’re spending more money on, we spotlight how important it is that your communication style matches your financial advisor. Plus, if you’re judging the performance of your portfolio solely based on the rate of return, Brandon...


Apr 16, 2020

50 years ago, during the Apollo 13 mission we first heard the infamous quote: “Houston we have a problem.”  People often repeat that saying when dealing with a sudden or dramatic dilemma. Just as the crew of the Apollo 13 mission did, Brandon discusses why we need to be calm, responsive, and realistic yet optimistic...


Apr 8, 2020

Taking a much-needed break from the news, Brandon discusses some of the fun “essential needs” during this time at home with family. And since he completed his honey-do list, he confesses what he finally took care of in his personal life that we all need to create or update:  An estate...


Apr 1, 2020

Embrace this break from the headlines as Brandon shares some exciting news about one of our neighbors here in the Lowcountry! Plus, he explains the GOOD NEWS about how the stimulus package impacts you… And if you don’t need the money right now, find out the new options that are only available during 2020 for your...