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Charleston's Retirement Coach

Feb 25, 2021

So, do you have an Estate Plan yet?  At what age should you have one? In this episode, Brandon explains when to start making an Estate Plan and what very important scenarios you should be avoiding.  He will tell a story about how one tore a family apart by not being prepared.  

Feb 19, 2021

Are you actively looking at your portfolio?  Many people fail to take a look at it on a regular basis.  But what are you missing if you're not looking at it?  What's your risk?  Maybe the risk is backwards?  Brandon explains what the backward risk is and tells a story of one of his clients' risk and how he righted the...

Feb 12, 2021

Are you familiar with the 4% rule?  Brandon explains what it's all about and how that will affect your future retirement.  Also, what is The Monte Carlo Simulation?  Yes it's a car, but maybe this system will help you on your road to retirement.

Feb 5, 2021

Are you prepared for future tax hikes in your retirement?  Maybe you're procrastinating.  That's not uncommon, but of course that will create problems, especially if you want to save money on taxes in your retirement.  Brandon shows you the numbers with your taxes and tell you about some of the tax strategies you should...