All Episodes
Charleston's Retirement Coach — 297 episodes
The Tax Problem Hiding Inside Your Retirement Accounts
Why “Diversified” Portfolios Aren’t Always Diversified
Why Your 401(k) Isn’t a Retirement Plan
The Financial Baggage Couples Bring Into Retirement
The Scam That Almost Derailed a Retirement
Does Retirement Still Matter in an AI-Driven Future?
Are You Still Using Retirement Tools Built for a Different Time?
What a Portfolio X Ray Can Reveal
Why a Will Isn’t Enough for Your Legacy
Why Estate Planning Is About More Than Money
What Happens After the Inheritance Check Clears
When Waiting for Social Security Comes at a Cost
Why Feeling “Unprepared” Stops People From Planning for Retirement
Winging It in Retirement: Why a Plan Matters
The Estate Planning Mistake Most Families Don’t See
The Senior Deduction Most Retirees Haven’t Mapped Yet
The Debt Question Every Pre Retiree Should Ask
The Wake Up Call Your Portfolio Might Need
Is Your Portfolio Set Up for a Surprise Hit?
Are You Saving Your Way Into Retirement Regret?
The Retirement Question Nobody Knows How to Answer
Unwrapping Social Security: When Should You Claim?
Microscopic Fees: What’s Eating Your Retirement Savings?
Is It Time to Fire Your Financial Coach? Spotting the Red Flags
Retirement Math: Are You Ready for the Real Cost?
Layoffs, Retirement, and the Power of Hitting Pause
Retired—Now What? Making Your 401(k) Work for You
Raising Parents: The New Retirement Reality
Retirement Unraveled: Are Your Accounts Working Together?
Retirement Fears: Are You Taking Too Much Risk?
The Big Beautiful Bill: How New Tax Rules Could Transform Your Retirement
Don’t Wait: Why Now Is the Best Time to Start Your Retirement Plan
DIY Retirement: How to Build Your Own Pension
Bonds: Anchor or Dead Weight in Your Portfolio?
Rocking Chair Regrets: How to Turn Retirement Savings into Reliable Income
Boring Is Beautiful: How Predictable Income Can Transform Retirement
Annuities: What Works, What Doesn’t
Are You Betting Your Retirement on Just 7 Stocks?
Retirement Rules Are Meant to Be Broken
Legacy Planning Starts with One Conversation
You Retire—Your Money Shouldn’t
The Truth About Target Date Funds
The $1,200-a-Month Mistake You Might Be Making
The Cookie Cake Strategy: How to Slice Your Retirement Income
Retirement Risk: Are You Driving Too Fast?
Forced to Retire? Here’s What to Do Next
How to Never Run Out of Retirement Income
The Retirement Mistake Most People Don’t See Coming
Common Regrets About Retirement
Unlocking Retirement: The Journey to Financial Freedom
Managing Emotions During Market Volatility
Navigating Summer Vacations with Financial Planning
Navigating the Retirement Danger Zone
Financial Planning in a Volatile Market
Hidden Fees: The Silent Retirement Killer
From Farm to Finances
Navigating Life Changes: Financial Guidance for Widows
Navigating Market Volatility: Strategies for Retirement
The Importance of Personalized Financial Planning
Getting to Know Charleston's Retirement Coach
March Madness In Retirement
Exploring Legacy with Chip Esten
Building a Legacy Through Music and Finance
Rethinking Traditional Retirement Ages
Uncovering Hidden Fees in Retirement Plans
Navigating Retirement: Strategies for Financial Security
Mastering Tax Strategies for Retirement
Finding Comfort in Retirement Planning
Decoding the 4% Rule
Unlocking the Secrets of Lazy Money
Resolutions: Why We Fail and How to Succeed
Making 2025 Your Best Year Yet
Navigating Retirement: The Importance of Personal Touch
Navigating Social Security: A Comprehensive Guide
Thanksgiving and Retirement: A Recipe for Success
Flexibility in Retirement Plans
Navigating Financial Waters Post-Election
From Chicken Farm to Financial Freedom
Halloween Fun and Financial Planning
Building a Robust Retirement Income Plan
The 401(k) Dilemma: Rethinking Retirement
Organizing Your Financial Life for Independence
Decoding the 4% Rule
Balancing Discipline and Freedom in Retirement
Investing During Market Volatility
The Importance of Diversification in Investing
The Three Buckets of Retirement Savings
The Value Of Customizing Your Retirement Plan
The Need For Income During Retirement
Creating A Legacy And Estate Plan
Income Planning For Retirement
Collecting Social Security Benefits
The Importance Of Proactive Retirement Planning
Navigating Legacy Planning: Emotions And Practical Considerations
Navigating Fees In Retirement Planning
Preparing For A Market Downturn
Converting Pre-Tax Money To Never-Taxed Money
Diversification: Reducing Risk In Your Investments
The Flaws And Future Of Social Security
The Misconceptions About Annuities
The 10 Commandments Of Retirement
Facing The Challenges Of Retirement
Chasing Your Retirement Dreams
Reducing Fees In Your Retirement Plan
Taxes, TikTok, And Retirement
What’s Hiding In Your Retirement Portfolio
Spring Cleaning Your Finances: A “5-Year To Retirement” Checklist
Rising Taxes Are Eating At Your Retirement Dreams
Your Advisor Will Eventually Retire Too
Keeping Your Financial Resolution In 2024
Navigating Retirement Challenges: The Importance of a Fee X-Ray
Crafting Your Retirement Fairytale: Balancing Discipline and Dreams
Navigating Retirement in an Inflationary World
Early Retirement Dreams: Overcoming Hurdles and Crafting Your Plan
Navigating Financial Roads: The Parallels Of Car And Retirement Plan Mechanics
Crafting Your Retirement Feast: A Recipe Towards Financial Success
Unraveling Hidden Fees: A Reality Check On Your Retirement Savings
Optimizing Your Retirement Portfolio: Finding Income Opportunities in a Volatile Market
Is Your Current Financial Advisor The Right Fit To Plan Your Retirement
Financial Planning In Uncertain Times: Where’s Your Retirement Portfolio's “Sweet Spot”
Escape “Rocking Chair Regrets:” Retire Sooner And Enjoy More Of Your Life
Delaying Your Social Security Benefits, Is It Worth It?
Why You Might Want To Give Annuities A Second Chance
How Much “Gut Feeling” Should Go Into Your Retirement Planning
Navigating the “Stealth Tax” on Social Security
The Hidden Fees in Your 401(k) Could Cost You 19 Years of Retirement Income
Charles Barkley's Lesson on Life’s Disappointments: Avoiding Retirement Disappointment Through Strategic Planning
Fear of missing out, fear of getting back in: A recipe to help manage market worries
Brandon talks with Candace Owens about “Victim Mentality”
Brandon Bowen Interviews Candace Owens
You insure what’s most important in life, why are you NOT insuring your retirement
Dealing with financial frustrations
Do you have an income plan as part of your retirement picture?
The Texas Rangers Are Learning A Tough Financial Lesson – What Takeaways You Can Use To Better Protect Your Own Assets
Ridding Yourself Of The Fear To Spend Your Money In Retirement
The Rules Keep Changing And Not Just In Baseball, There’s A Major Tax Rule Change On The Way
That Plane You’re Boarding Is Not As Clean As You Think And Neither Is Your Financial Plan
When Building A Legacy Plan, Your First Legacy Is Your Spouse
How Are The High Inflation Rates Offering You Investment Opportunities For Your Retirement Savings
Financial Boundaries In Retirement
The Most Important Step To Prepare For Retirement
Making Sense Out Of Misinformation
Big Brand Vs. Generic
It’s Not What You Make, It’s What You Keep
Getting The Attention You Deserve
What The SVB Collapse Means For You
You Need The Right Team
Ditching The “Market Mentality”
Financial Anxiety? Blame It On Your Upbringing
Your 30-Year Future Requires More Than 30 Seconds Of Planning
Finding A Financial Advisor For YOUR Needs
You Don’t Need A Million, To Leave A Million
Take Advantage Of Tax Opportunities, While You Still Can
Do You REALLY Know How Much Your 401(k) Costs
When To NOT “Stick With The Plan”
Making Your Own “Mailbox Money”
The Market “Gorge”
Clean Out Your Accounts…Uncover Thousands
Comfort Can Not Be Found In $1 Million
Even The Rich Get Bad Advice
How To Tackle Longevity
YOU Have To Make It Happen
Don’t “New Coke” Your Retirement
It’s Hard NOT To Be Emotional
Seeking Sanctuary In Alternative Investments
Financial Planners vs Retirement Planners – The BIG Difference
Have Your Cake And Proper Withdrawal Rate Too
The Game You’re Playing
The Biggest “Gotcha” Expense In Retirement
Are You TOO Worried
Does Your Game Plan Need An Upgrade
Fees, Fees Everywhere!...And You Have NO Idea
The BIGGEST Social Security Mistake He’s Seen
In Probate, Creditors Can Lay Claim To Your Assets
You Don’t Have To “Make Peace” With Volatility
Will This Be The “Fed Bubble”
What Was Old Is New Again
“Rich” vs. “Wealthy” – There’s A Difference
Blame It On The Tech Sector
Liquidity: It’s NOT Always A Good Thing
It’s Time To Go To Rehab
Could Current Inflation Become Something Worse
This 1 Thing Costs More Than Food, Clothing, & Healthcare COMBINED
Are Your INCOME Streams Inflation Protected
Be SURE That You Have A Spare
Your Net Worth Does Not Matter
Retiring Early, Without “Tom Brady” Money
How Often Should You Rebalance
Get Your Emotions OUT Of The Way
The Biggest Threat Facing Retirees Today
Is The Reward Worth The Risk
Should You Move Into A Protective Mode
Do You Have A LIVING Legacy Plan
Why You’re Seeing Less Of Santa This Year
Are You Suffering From “Skimp-Flation”
Fight The FOMO, Fight The Greed
Reduce Your Taxes, While Helping A Favorite Charity
The Ditka Way
Baseball Playoffs & Your Retirement Plan
Why Put Off Smart Tax Moves? (Hint: You Shouldn’t)
Mind The (Income) Gap
Avoid A “McBroken” Retirement
Your 401(k) Doesn’t Have A “Check Engine” Light
Retire TO Something, Not FROM Something
4 Questions Advisors Hear The Most
Should You Partake In The Great Resignation
Why We All Need To “Rebalance”
Retirees Agree: Guaranteed Income Is A Bigger Deal Than They Thought
A Rising Inflation Rate Could Help Social Security Recipients
Before Independence Day, There’s Bobby Bonilla Day
Why Rebalancing Is SO Important
A Retroactive Tax Hike Could Be Coming
When Can You RETIRE, Retire
The Uncle Sam Effect
The One Thing That Determines Your Retirement Success… Or Failure
How To Find An Advisor That Works For You
Making Money In Retirement
Trusting Relationships
Where To Get Your Financial Advice
Over The Volatility
Spring Cleaning - Replacing Your Paycheck
Market Risk and Crystal Ball
Stress In Your Portfolio
Brandon's Dad and Lessons Learned
Estate Plans
Your Portfolio Risk
The Monte Carlo Simulation
Being Prepared For Tax Hikes
Procrastination, Taxes, And Too Many Accounts
Protecting Your Money From Congress
Hoarding Your Cash
Reducing Your Market Risk
Do It Yourself Advising
Using A Young Financial Advisor
Understanding Annuities
Put A 2nd Set Of Eyes On Your Portfolio Before 2020 Ends
Preparing For The Perfect Tax Storm
Avoiding Buyer's Remorse, Even In Investing
Grandpa's Debate & Your Money
Brandon's Calling & The Reality of the Unexpected
Higher Taxes Are Coming! Here's How to Protect Yourself
2020 Election - Taxes & Your Money
Keeping Your Paycheck & Losing Your COVID-19 Weight
Finding The GOOD During The Ups & Downs Of Life
Planning Your Wedding vs. Your Financial Future
Taking Advantage of the "Sale" on National & Local Taxes
Baseball & Why You Need Income In Your Bullpen
Preparing For Hurricane Uncle Sam
Getting Through A Layoff Or Buyout In 3 Steps
Climb & Conquer the "What If" Mountain
Taxes: How False Confidence Can Cost You BIG Time
3 Facts You MUST Know About Social Security
Are You Missing A Key Ingredient In Your Portfolio?
How To Survive An Early Retirement Buyout of Layoff
Your Money & Your Advisor
Reflecting On History: "Houston We Have A Problem!"
The "Essentials" of Life & Not Procrastinating
Good News & Your Stimulus Money
Don't Socially Distance From Wall Street Yet!
Navigating Economic & Health Concerns
Losing Money on Wall Street Means Losing Time
Wall Street's Coronavirus Panic & How To React
Weathering The "Tax Storm" of Investing
Name Brand vs. Generic & Your Wallet
The 5 Steps To Retirement
Controlling Fees & Your Future
How Congress Changed Your Retirement
Financial Resolutions For 2020 & Beyond
Christmas & Giving Yourself Permission to Give
Retirement Income - "The Gift That Keeps on Giving Clark"
Year-End Tax Assessment
A Southern Goodbye to Wasteful Fees
Giving Yourself Permission to Spend
Retirement Tax Efficiencies for 2020 & Beyond
Pumpkin Spice & Everything Nice, Except Wall Street
Interest Rates & Retirement Risk
Lessons From The 2008 Financial Collapse
Weathering Hurricanes & Wall Street
Conquering Mount Everest & Your Assets
Taxes: The Worst Part of the Game
Social Security Consumer Alert
Alleviating Economic Anxiety
Is It Time to Bubble Wrap Your Portfolio?
Winning In Retirement, Without The Lottery
How to Navigate Disney World & Wall Street
Do We Really Need a Written Retirement Plan?
Budgeting For Home Renovations & Risk
Family Life & Avoiding Risk
Lack of Understanding & Leaking Fees
Guarding Against Shocking Fees
Retirement Mistakes to Avoid
Wrong Assumptions About Taxes & Social SEcurity
Investing Ads & Estates
Basketball Brackets & Your Retirement
Is $1 Million Enough To Be Comfortable & Give
Fill the Age Gap With Income
Tax Time & Fees All The Time