Charleston's Retirement Coach copertina

Charleston's Retirement Coach

Charleston's Retirement Coach

Di: Brandon Bowen
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A proposito di questo titolo

Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind.

In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies and estate planning to tax considerations and insurance options. Whether you're an early-career professional beginning to save, or you're nearing retirement age and need to refine your plans, this show has something valuable for you.

Brandon's down-to-earth approach makes financial concepts accessible to all, no matter your level of financial knowledge. "Charleston's Retirement Coach" strives to equip listeners with the knowledge they need to navigate their retirement journey confidently. Tune in to transform how you think about retirement.

Secure your future with Brandon Bowen, and take the first step towards a retirement filled with freedom and stability. Subscribe now to never miss an episode of Charleston's Retirement Coach.

Like what you hear? Get a second opinion today 👉 https://bit.ly/3WoNJZT

Also on Facebook and YouTube.

2026 Brandon Bowen Economia Finanza personale
Episodi
  • The Debt Question Every Pre Retiree Should Ask

    The Debt Question Every Pre Retiree Should Ask
    Jan 20 2026

    What if the debt you carry into retirement shapes your financial freedom more than your investment choices? In this episode, Charleston’s Retirement Coach Brandon Bowen breaks down how different types of debt—mortgages, car loans, and consumer balances—fit into retirement planning. He shares real client examples, discusses when paying off debt may make sense, and explains why interest rates, cash reserves, and timing matter. This conversation highlights the importance of evaluating debt alongside assets to build a more thoughtful retirement strategy.

    Like what you hear? Get a second opinion today: bowenwealth.com

    Follow us on social media: YouTube | Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
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    11 min
  • The Wake Up Call Your Portfolio Might Need

    The Wake Up Call Your Portfolio Might Need
    Jan 13 2026

    What if the wake‑up call you’ve been avoiding is hiding in plain sight? In this episode, Charleston’s Retirement Coach Brandon Bowen shares a personal health scare that completely reframed how he thinks about procrastination—and how the same blind spots can undermine your financial life. From overlooked risks and excessive fees to overexposure in certain investments, he explains why regular financial “checkups” matter and how uncovering hidden issues can bring clarity and peace of mind. It’s a candid reminder that health and wealth both require attention before problems become urgent.

    Like what you hear? Get a second opinion today: bowenwealth.com

    Follow us on social media: YouTube | Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
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    15 min
  • Is Your Portfolio Set Up for a Surprise Hit?

    Is Your Portfolio Set Up for a Surprise Hit?
    Jan 6 2026

    What if the market feels calm now—but your portfolio is quietly exposed to far more risk than you realize? Brandon Bowen digs into why news headlines, index returns, and “set‑it‑and‑forget‑it” diversification can create blind spots for pre‑retirees. He breaks down how overconcentration, hidden overlap, and outdated mutual funds can magnify losses when volatility returns, and why understanding your true risk level matters as retirement approaches. This episode offers a clear look at the questions every investor should ask before the next market shake‑up.

    Like what you hear? Get a second opinion today: bowenwealth.com

    Follow us on social media: YouTube | Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
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    14 min
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