Facing The Challenges Of Retirement
Retirement can be a source of fear and uncertainty for many people. Retirees may face an identity crisis after walking away from work and struggle to find a purpose in their retirement years. In this episode, Brandon discusses how aiming to define your dream retirement may lead to a mindset change…
Chasing Your Retirement Dreams
Country Music star Cody Johnson recently shared with us how the “rush” and nervousness he experiences when going on stage helped him find his purpose. Nerves may often hinder us from taking the right steps to finding purpose during our retirement years, which could be costly. On this episode, Bran…
Reducing Fees In Your Retirement Plan
The top 20 airlines racked up $33 Billion in baggage fees last year. How much in fees came out of your portfolio last year? While paying fees in retirement is necessary, you don’t have to pay as much as you think. On this episode, Brandon explains what types of investments could be hindering the g…
Taxes, TikTok, And Retirement
Hear a young woman’s reaction to taxes being deducted from her first paycheck at her first full-time job. Don’t be like Emmie Jackson and get caught off guard by the amount of taxes coming out of your first retirement paycheck. On this episode, Brandon discusses the many tax strategies that people…
What’s Hiding In Your Retirement Portfolio
Anew survey found the average person has 26 items of clothing that never get worn. 65% of people admit to having clothes with tags still on them! We all have a closet that could use some cleaning out, but it likely won’t have much effect on your future. But what about your “financial closet?” On …
Spring Cleaning Your Finances: A “5-Year To Retirement” Checklist
One checklist of what to do 5 years before retirement sums it up by saying, “Know what’s coming in, know what’s going out, and have a plan for taxes and healthcare.” It seems simple enough, but what could you be missing? Charleston’s Retirement Coach, Brandon Bowen, digs deeper to sort through the…
Rising Taxes Are Eating At Your Retirement Dreams
On this episode Charleston’s Retirement Coach, Brandon Bowen, tackles the growing fear of rising taxes and how it could impact your retirement. Learn why traditional savings like 401Ks might suffer from future tax hikes, discover how proactive planning across different tax accounts could reduce yo…
Your Advisor Will Eventually Retire Too
“Moving on” has been a theme among some big names in sports, including Alabama football coach Nick Saban. We hear from Coach Saban and what made him realize it was time to move on to retirement, to the surprise of many Tide fans. Brandon parallels the idea to the surprise for someone who finds out…
Keeping Your Financial Resolution In 2024
If you made a New Year’s resolution, there’s a good chance you’ve abandoned it by now… about 43% of us do by the end of January! The main reason is that we’re not being held accountable by anyone to keep it. In this episode, Charleston’s Retirement Coach Brandon Bowen talks about the ways he helps…
Navigating Retirement Challenges: The Importance of a Fee X-Ray
In this episode, Brandon Bowen discusses crucial strategies to help you better prepare for your financial future and navigate the challenges of retirement. Join as he discusses the TIAA (Teachers Insurance and Annuity Association of America) controversy, emphasizing the importance of a fee analy…