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Charleston's Retirement Coach

Charleston's Retirement Coach

Written by: Brandon Bowen
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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 Economics Personal Finance
Episodes
  • 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 He breaks down how overconcentration, hidden overlap, and outdated mutual funds can magnify losses when volatility returns, and why understanding your true risk level matters as retirement approaches.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 mins
  • Are You Saving Your Way Into Retirement Regret?

    Are You Saving Your Way Into Retirement Regret?
    Dec 30 2025

    What happens when you reach retirement with millions saved—but realize you never learned how to enjoy it? Brandon Bowen explores the surprising regrets of over‑savers and why unspent wealth often reflects fear, habit, or lack of planning. Through real client stories—including retirees who waited too long to travel and those finally learning to loosen their grip—he highlights how purpose, memories, and intentional strategy shape a more meaningful financial life. This episode challenges listeners to rethink what their money is truly for.

    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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    12 mins
  • The Retirement Question Nobody Knows How to Answer

    The Retirement Question Nobody Knows How to Answer
    Dec 23 2025

    What if the real challenge of retirement isn’t saving your money—but knowing how to use it? In this episode, Brandon Bowen unpacks why relying solely on investment income can be more complex than it sounds and explores what retirees should consider when balancing growth, risk, and steady income needs. Through real client examples and practical insights, he explains how shifting from a growth‑first mindset to an income‑focused plan can offer clarity when markets fluctuate. A grounded look at building a structure that supports your lifestyle throughout retirement.

    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.
    Show More Show Less
    14 mins
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