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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.

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Check latest episodes from Charleston's Retirement Coach podcast

The Financial Baggage Couples Bring Into Retirement

2026/04/21

When two lives come together, so does the financial baggage—and avoiding the conversation only makes it heavier. In this episode, Charleston’s Retirement Coach Brandon Bowen explores how relationships, communication, and money intersect, especially in second marriages and later‑in‑life transitions. Brandon shares real client scenarios highlighting common friction points like blending finances, beneficiaries, housing decisions, and spending expectations. The discussion emphasizes why open dialogue, clear planning, and shared decision‑making are essential when building a retirement plan as a couple. It’s an honest look at how emotional and financial realities collide—and how thoughtful planning helps couples move forward on the same page. 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.

The Scam That Almost Derailed a Retirement

2026/04/14

One unsuspecting decision nearly unraveled a lifetime of saving. In this episode, Charleston’s Retirement Coach Brandon Bowen shares a real-world story of a retiree caught in a sophisticated financial scam—and the warning signs that appeared along the way. The conversation explores how scams target retirees, why embarrassment keeps people silent, and the importance of having a trusted financial sounding board watching activity over time. This episode focuses on awareness, vigilance, and the role a long-term advisory relationship can play in spotting problems before they permanently change a retirement plan. 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.

Does Retirement Still Matter in an AI-Driven Future?

2026/04/07

What if the boldest voices in tech are wrong about retirement no longer mattering? In this episode of Charleston’s Retirement Coach, Brandon Bowen responds to eye‑catching headlines and big predictions about AI, wealth, and the future of retirement. The discussion brings the conversation back to real-life planning—addressing uncertainty, market risk, income needs, and the pressure many families feel when retirement decisions start to feel heavy. The episode focuses on sorting through noise, avoiding decision paralysis, and why thoughtful planning still matters when headlines promise a very different future. 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.

Are You Still Using Retirement Tools Built for a Different Time?

2026/03/31

Retirement mistakes don’t always come from bad intentions—they often come from using the wrong tools at the wrong time. In this episode, Brandon Bowen uses relatable travel stories and real client scenarios to highlight common retirement planning missteps, including staying too aggressive with investments, overspending early in retirement, delaying Social Security without context, and underestimating inflation. The discussion focuses on adjusting portfolios and income strategies as life changes, emphasizing the importance of aligning risk, income, and expectations with today’s stage of retirement—not the past. 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.

What a Portfolio X Ray Can Reveal

2026/03/24

A fresh breeze can reveal what’s been hiding—and the same can be true for your portfolio. In this episode, Brandon Bowen uses the idea of “spring cleaning” to explain why a portfolio review can uncover hidden risks, high costs, and overlapping investments. The conversation walks through what a portfolio X‑ray looks for, including risk exposure, investment fees, and redundancy across holdings. Listeners will hear how portfolios can quietly drift out of balance over time and why getting a clear picture matters most for those nearing or already in 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.

Why a Will Isn’t Enough for Your Legacy

2026/03/17

A will alone may not protect the people you care about most. In this episode, Charleston’s Retirement Coach Brandon Bowen is joined by estate planning attorney Tripp Wiles to unpack how legacy planning really works—and where families often get tripped up. The conversation explores trusts, funding mistakes, blended‑family complications, and why estate planning is more than paperwork. Using real‑world examples, they explain how coordinating financial planning and legal strategy can help reduce conflict, confusion, and unintended outcomes for spouses, children, and grandchildren. 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.

Why Estate Planning Is About More Than Money

2026/03/10

Estate planning isn’t just about passing assets—it’s about preventing confusion and conflict. In this episode, Brandon Bowen is joined by estate planning attorney Tripp Wiles to break down how estate and legacy planning fit into a complete retirement strategy. The conversation covers wills versus trusts, probate, beneficiary designations, incapacity planning, and common misconceptions that leave families vulnerable. With a focus on clarity and coordination, this discussion highlights why estate planning matters for families of all sizes and why it’s a critical step many retirement plans overlook. 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.

What Happens After the Inheritance Check Clears

2026/03/03

Inheriting money can be exciting—and overwhelming at the same time. In this episode of Charleston’s Retirement Coach, Brandon Bowen explores the challenges families face during the great wealth transfer and the questions that often follow an inheritance. The discussion covers emotional reactions, debt decisions, tax considerations like step‑up in basis, and why inherited assets often sit untouched for years. Through real‑world examples, the episode highlights how understanding what you’ve inherited—and how it fits into your overall plan—can shape long‑term financial choices without rushing into big or costly mistakes. 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.

When Waiting for Social Security Comes at a Cost

2026/02/24

A bigger Social Security check doesn’t always mean a better retirement. In this episode of Charleston’s Retirement Coach, Brandon Bowen breaks down a real‑world story of regret from waiting until age 70 to file for benefits. The conversation explores why Social Security timing is about more than monthly income, how break‑even math really works, and what people often overlook about health, quality of life, and opportunity cost. Brandon walks through how filing decisions interact with savings, debt, and retirement income planning as a whole. 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.

Why Feeling “Unprepared” Stops People From Planning for Retirement

2026/02/17

Feeling like you should already have all the answers is often what keeps people from ever starting a retirement plan. In this episode of Charleston’s Retirement Coach, Brandon Bowen explains what really happens in a first planning conversation and why it’s okay to show up uncertain, overwhelmed, or unsure. The discussion covers common fears about running out of money, market risk, debt, and decision paralysis, and why honesty matters more than preparation. A candid look at building a retirement plan by addressing blind spots, priorities, and real‑life concerns—without judgment. 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.

Winging It in Retirement: Why a Plan Matters

2026/02/10

Reaching retirement without a clear plan is more common than most people realize. Charleston’s Retirement Coach Brandon Bowen uses a Super Bowl analogy to explain why retirement success doesn’t happen by accident. This episode looks at what “winging it” really means—unclear income sources, Social Security timing questions, lingering debt, and uncertainty around major financial decisions. Through real‑world examples, Brandon walks through how planning brings structure and clarity to the retirement transition. It’s a practical discussion focused on turning savings into income and understanding the steps needed to move forward with confidence. 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.

The Estate Planning Mistake Most Families Don’t See

2026/02/03

Having a will doesn’t mean your estate plan is finished—and that gap can create real problems. In this episode of Charleston’s Retirement Coach, Brandon Bowen explains why estate planning requires more than a single document and how unfunded trusts quietly undermine good intentions. The conversation breaks down the key estate documents families need, the common mistakes Brandon sees when reviewing trusts, and why organization and follow‑through matter as much as drafting paperwork. It’s a practical look at protecting legacy plans from confusion, probate, and unnecessary complications. 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.

The Senior Deduction Most Retirees Haven’t Mapped Yet

2026/01/27

A new tax break for Americans over 65 could quietly reshape how retirement income is taxed. Charleston’s Retirement Coach Brandon Bowen breaks down the new senior deduction under the One Big Beautiful Bill Act and explains how it fits into real-life retirement strategies. Using client examples, Brandon explores how standard deductions, Roth conversions, and tax timing interact over decades, not just one year. This episode focuses on understanding the rules, recognizing tradeoffs, and thinking through retirement income with a long-term lens. 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.

The Debt Question Every Pre Retiree Should Ask

2026/01/20

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.

The Wake Up Call Your Portfolio Might Need

2026/01/13

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.