Preview Mode Links will not work in preview mode

Charleston's Retirement Coach

Sep 27, 2021

Social Security is upgrading online statements to now include your expected payment each year from age 62 to 70. Brandon shares some client experiences on determining when best to take Social Security, plus ideas on how to fill the income gap for those who decide to delay. Do you have a Social Security strategy? Visit


Sep 20, 2021

There’s a reason why McDonald’s seems to have such a problem with broken ice cream machines. On this episode, we share that intel and Brandon explains how one big problem in your retirement plan could also create a trickle-down effect, causing the whole thing to breakdown. Avoid a McBroken retirement, and visit


Sep 13, 2021

When your car engine isn’t operating efficiently, you do something about it. But what about your IRA? 34 million of us could improve our 401(k) just by lowering the fees we’re paying. Brandon shares ideas on ways to “tune up” your retirement account. Worried your retirement plan is lacking efficiency? Visit