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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

Why DIY Retirement Planning Can Get Complicated Fast

2026/10/20

Is retirement really the time to go it alone, or is that when the biggest financial blind spots begin to appear? In this episode, Brandon Bowen explores the differences between managing investments during your working years and navigating the complexities of retirement. The conversation covers Social Security claiming strategies, tax planning, retirement income, market risk, and common DIY mistakes that can create unexpected challenges. Brandon also discusses why retirement planning often requires more than investment management and how ongoing decisions can impact long-term financial 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.

Do You Need an Advisor or a Retirement Coach?

2026/10/13

What separates a successful retirement coach from someone who simply manages investments? In this episode, Brandon Bowen explains why retirement planning is about more than market performance. He discusses the value of seeing the full financial picture, including income, taxes, Social Security, estate planning, and investment strategy. Brandon also shares why confidence in retirement comes from preparation rather than prediction, and how having a plan for market downturns, tax changes, and unexpected expenses can help retirees navigate uncertainty. Learn how retirement shifts the focus from accumulation to creating a sustainable income 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.

What Changes for Your Retirement Savings at Age 59½?

2026/10/06

Did you know turning 59½ could unlock new options for one of your biggest retirement assets? In this episode of Charleston’s Retirement Coach, Brandon Bowen explains why age 59½ is an important milestone for retirement savers, how 401(k) rollovers work, and why they are often misunderstood. He discusses the flexibility available after leaving workplace plans, common rollover mistakes to avoid, and how aligning investments with retirement goals and income needs can help shape a more intentional 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.

Should You Spend Your Money or Leave It to Your Kids?

2026/09/29

Have you worked hard to build your savings only to wonder whether it’s for you or the next generation? In this episode, Brandon Bowen explores the balance between enjoying retirement and creating a meaningful legacy. The conversation covers inheritance expectations, retirement income planning, estate planning, tax considerations, and how families can navigate conversations about wealth with clarity. Learn why defining your goals for both your retirement and your heirs can play an important role in shaping a legacy 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.

Have You Picked a Retirement Age or Built a Retirement Plan?

2026/09/22

Is retirement really about reaching a certain age, or is it about being ready for what comes next? In this episode, Brandon Bowen explores how purpose, family priorities, health, financial readiness, and lifestyle goals all play a role in determining the right time to retire. Through a real-life client story, he discusses the importance of having a retirement income strategy, understanding key milestones like Social Security and Medicare, and creating a plan that aligns with the life you want to live after work. 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.

Could Your IRA Be Setting Up a Future Tax Surprise?

2026/09/15

What if your retirement account could trigger a larger tax bill than you expected? In this episode, Brandon Bowen explains how required minimum distributions (RMDs) can affect taxable income, Social Security taxation, and Medicare premiums. He discusses why retirees with significant balances in tax-deferred accounts may face unexpected tax consequences and shares how Roth conversions can be evaluated as part of a broader retirement income and tax planning 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.

Are Your Retirement Savings Setting You Up for a Tax Surprise?

2026/09/08

Could the type of accounts you save in today have a major impact on your retirement taxes tomorrow? In this episode of Charleston’s Retirement Coach, Brandon Bowen explains the differences between tax-deferred, taxable, and tax-free accounts and why having a mix of all three may provide more flexibility in retirement. He discusses common challenges retirees face when most of their savings are concentrated in one account type, along with strategies for managing withdrawals, evaluating Roth opportunities, and creating a tax-aware retirement income 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.

What Should You Do With an Unexpected Inheritance?

2026/09/01

What would you do if a six-figure inheritance suddenly landed in your lap? In this episode, Brandon Bowen discusses common inheritance decisions and the different considerations that can arise depending on your age and stage of life. He shares real-world examples of families navigating inherited assets, explores potential pitfalls such as leaving money idle or making rushed financial decisions, and explains how debt reduction, income planning, investing, and tax considerations may fit into a broader retirement strategy. Learn why having a plan can be especially important when an inheritance becomes part of your financial picture. 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.

Could One Market Drop Change Your Retirement Plans?

2026/08/25

Could a market downturn at the wrong time have a greater impact on your retirement than you expect? In this episode, Brandon Bowen discusses sequence of returns risk and why market losses can be especially challenging for retirees who are drawing income from their portfolios. He explains how strong market performance can sometimes create a false sense of security, the importance of balancing growth with income planning, and why investors nearing retirement may want to evaluate their risk exposure. Plus, Brandon shares a real-world example of how market volatility affected a retiree’s portfolio and the lessons it offers for retirement planning. 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 These Common Retirement Assumptions Putting Your Plan at Risk?

2026/08/18

Could one of the biggest retirement mistakes be assuming everything is already taken care of? In this episode, Brandon Bowen discusses several common assumptions that can create challenges for retirees and pre-retirees. Topics include evaluating whether your investment strategy still aligns with your goals, understanding the role of estate planning beyond high-net-worth households, and recognizing when a financial plan may need updates. The conversation explores how costs, taxes, beneficiary designations, and long-term planning decisions can affect retirement outcomes and why periodic reviews remain an important part of the planning process. 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.

Could Your Estate Plan Handle a Family Crisis?

2026/08/11

What happens when a family crisis exposes gaps in an estate plan? On this episode, Brandon Bowen shares a real-life client story that highlights the importance of having a trust, clear estate documents, and a coordinated retirement strategy. As health challenges, long-term care expenses, and family disagreements emerge, Brandon explains how proper planning can help provide direction during difficult situations. He also discusses the role of financial advisors, trusts, beneficiary designations, and retirement planning in protecting assets and helping families navigate major life transitions. 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 Entering Retirement’s Third Quarter Without a Plan?

2026/08/04

Are you entering retirement’s third quarter without a clear game plan? In this episode, Brandon Bowen discusses why midyear can be an important time to review retirement savings, evaluate spending habits, reduce debt, and put idle cash to work. He explains how small adjustments today may affect your retirement readiness and shares a real-world example of building toward a long-term retirement goal through consistent planning and disciplined saving. Learn what questions to ask as retirement approaches and why regular plan reviews can help keep your strategy aligned with your objectives 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 Approaching Retirement Without a Real Plan?

2026/07/28

Retirement may be the biggest trip of your life—but have you planned the journey or are you hoping everything works out when you arrive? In this episode, Brandon Bowen explains why retirement planning requires more than simply reaching a savings goal. The conversation covers Social Security timing, tax strategies, investment allocation, retirement income planning, and common blind spots that can catch retirees off guard. Learn how having a well-defined retirement roadmap can help you evaluate key decisions before leaving the workforce and why preparation often matters as much as the destination itself. 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.

Could Your First Year of Retirement Change Everything?

2026/07/21

What if the first year of retirement sets the tone for everything that follows? On this episode, Brandon Bowen explores the emotional and financial challenges many retirees face during their transition from work to retirement. Through a real-life client story, he discusses the balance between spending and saving, the impact of health and stress on retirement decisions, and how having a clear retirement strategy can help bring greater confidence to life after work. 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 Following the Right Roadmap to Retirement?

2026/07/14

What if retirement planning is less about reaching a destination and more about knowing which turns to take along the way? Brandon Bowen explains how key retirement milestones like Social Security, Medicare, pensions, and paying off debt can shape your retirement timeline. Through a real-life client story, he shows how a flexible retirement plan can adapt when life circumstances change, helping retirees evaluate their options as goals and priorities evolve. The conversation highlights the importance of having a personalized roadmap that accounts for both financial resources and the unexpected changes that often come with 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.