Charleston's Retirement Coach

The markets have recently hit new all-time highs, causing some concern about a potential crash. Brandon discusses the importance of having a long-term financial plan, especially those that have less than $1 million saved for retirement.

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Effective tax planning is important when it comes to retirement. Brandon highlights the potential changes in tax brackets and rates under the Biden administration, and explains the opportunities Roth conversions can provide when aiming to maximize savings and income in retirement.

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Also on Facebook and YouTube.

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In this episode, Brandon discusses the potential risks and challenges in the current economic climate. He emphasizes the importance of being aware of the possibility of a market crash and the need to minimize tax implications.

Brandon highlights diversification as a key strategy, with a focus on developing a comprehensive financial plan that aligns with individual goals and objectives in retirement.

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Also on Facebook and YouTube.

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Social Security has 678 ways to file and over 2,000 rules to consider. This can cause confusion and many challenges when you begin planning for your retirement.

In this episode, Brandon shares three lesser-known rules about Social Security filing and why it’s important to understand these rules to maximize benefits. Also, Brandon explains why income plans need to be personalized in retirement and not rely solely on Social Security.

Ready to learn more about your Social Security benefits? Visit BowenWealth.com to start today!

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Annuities often have a bad reputation due to fees, generating a low stream of income, and locking up principal. However, higher interest rates have made annuities something to consider when building out an income plan for retirement.

In this episode, Brandon breaks down the concerns people have with annuities and why they can be a valuable and beneficial tool to generate income in retirement.

Ready to see if annuities are right for you? Visit BowenWealth.com to start today!

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Nick Saban’s wife Terry wrote to her husband “The 10 Commandments of Retirement” now that the legendary coach has called it a career. While the full list is still private, Ms. Terry did reveal some of things that Coach Saban has to abide by.

In this episode, Brandon shares what his commandments in retirement are and what he advises retirees to do to live their best retirement life.

Ready to plan for the retirement you’ve dreamed of? Visit BowenWealth.com to start today!

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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 of achieving financial independence and what that looks like for retirees.

Ready to plan for the retirement you’ve dreamed of? Visit BowenWealth.com to start today!

See omnystudio.com/listener for privacy information.

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, Brandon shares how being nervous about running out of money may ultimately prevent you from living out the retirement that you want. Hear about the importance of taking proactive steps when building out a custom retirement plan that suits your desires.

Ready to plan for the retirement you’ve dreamed of? Visit BowenWealth.com to start today!

See omnystudio.com/listener for privacy information.

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 growth of your retirement plan and suggests alternative options to minimize your plan’s expenses.

Ready to see how much in fees you’re paying in your current retirement plan? Visit BowenWealth.com for your portfolio review.

See omnystudio.com/listener for privacy information.

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 in or near retirement need to utilize to make the most of their retirement plan. Hear about the importance of not only having a tax preparer, but a tax planner to help maximize your savings.

Ready to optimize your tax strategy in retirement? Visit BowenWealth.com for your portfolio review.

See omnystudio.com/listener for privacy information.