Baseball Playoffs & Your Retirement Plan
MLB playoffs are underway. Surprisingly, the strategy that’s involved in baseball is similar to a strategy that can help improve your retirement. Bran...
Charleston's Retirement Coach
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About
Brandon Bowen is an independent financial advisor that coaches’ individuals 55 and over through every aspect of their investment and retirement planning needs. His passion for providing client-focused solutions and unbiased guidance prompted him to establish Bowen Financial Group over a decade ago, to show you what is possible with your hard-earned retirement money.
Why Put Off Smart Tax Moves? (Hint: You Shouldn’t)
Democrats have begun molding bills that would raise taxes to pay for the Biden Administration’s spending plans. Brandon talks about why he anticipates...
Mind The (Income) Gap
Social Security is upgrading online statements to now include your expected payment each year from age 62 to 70. Brandon shares some client experience...
Avoid A “McBroken” Retirement
There’s a reason why McDonald’s seems to have such a problem with broken ice cream machines. On this episode, we share that intel and Brandon explains...
Your 401(k) Doesn’t Have A “Check Engine” Light
When your car engine isn’t operating efficiently, you do something about it. But what about your IRA? 34 million of us could improve our 401(k) just ...
Retire TO Something, Not FROM Something
25% of workers don’t ever want to stop working, but even these people need to have a plan. Brandon explains the importance of having a “retire to some...
4 Questions Advisors Hear The Most
There are four basic questions that people commonly ask financial advisors. On this episode, we list them out and Brandon shares how he responds to co...
Should You Partake In The Great Resignation
On this episode, Tim Tebow admits he’s a big believer of "bucket strategies." Plus, if you’re close to retirement, is The Great Resignation a movement...
Why We All Need To “Rebalance”
“Rebalancing” is a term that financial advisors use a lot, but why do we need to do it? Brandon talks about how to know when to rebalance, and how to ...
Retirees Agree: Guaranteed Income Is A Bigger Deal Than They Thought
89% of 401(k) savers wish they had an annuity option in their savings plan, still most plans don’t offer them. Brandon explains ways to create your ow...