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! See omnystudio.com/listener for privacy information ..read more

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 ..read more

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? V ..read more

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 ..read more

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 omnyst ..read more

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 ..read more

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 act ..read more

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 keep his clients accountable to their financial goals. Brandon shares how having a disciplined approach to your financial goals is crucial for retirement and his belief of how “discipline now can lead to freedom later.” Explore the significance of accountability and the role of a comprehensive retire ..read more

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 analysis to reveal hidden costs and enable you to make more informed decisions about your financial future.   Explore essential elements of a comprehensive retirement plan, from designing surplus income to covering expenses to reducing market risk. Brandon shows how a "boring" portfolio may be ju ..read more

Join Charleston’s Retirement Coach Brandon Bowen as he explains the art of creating a retirement plan that's both disciplined and dream filled.   Brandon shares how he prioritizes honest conversations with his clients so that he can understand their personal aspirations and better customize their individual financial plans.   From market crashes to unexpected windfalls, Brandon showcases how a living, breathing retirement plan evolves with your life. He gives insight into navigating the delicate balance between disciplined financial decisions while also allow ..read more