Charleston's Retirement Coach Brandon Bowen

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!
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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.

A new 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 this episode, Brandon speaks of the common to out-of-date findings he sees when running a portfolio X-Ray. Just like having 6 colors of the same shirt, he’ll often find redundancies like multiple fund holdings that carry the same investments, and similar to having clothes that don’t fit, you may have investments that don’t fit. You don’t dress like you did when you were 35, so why are you still invested like you were at 35?

Ready to refocus your finances toward the future? Visit BowenWealth.com for your portfolio review.
See omnystudio.com/listener for privacy information.

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 “easy items” and “tough stuff” you need to address within your own plan.

Learn ways to identify and organize your financial needs, wants, and risks. Go beyond the basics and address income longevity, stock market risk, and sequence of return planning. Whether you have $500,000 or $5 million, take actionable steps to help avoid financial blind spots within your plan.

Visit BowenWealth.com  to schedule time with Brandon and begin your personalized retirement gameplan.
See omnystudio.com/listener for privacy information.