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Charleston's Retirement Coach

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

Apr 25, 2022

Thanks to low interest rates, unemployment is back down to pre-covid numbers. However, those low interest rates caused the market to go on a BENDER and the reset won’t be pretty. It’s time to assess your risk - visit

Apr 4, 2022

There’s growing concern that current inflation could grow into something worse called ‘stagflation.’  Brandon explains what it is and the effects it could have on your 60/40 investment mix. Take the emotion out of investing, visit

Mar 28, 2022

It’s not what you eat, wear, or pay your doctor that could drain your account in retirement. Brandon talks about managing the biggest expense you may face in the years ahead. Ready to create guardrails around your money? Visit