Charleston's Retirement Coach

About Charleston's Retirement Coach

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 (https://bit.ly/3WoNJZT) Also on Facebook (https://bit.ly/3JNq5yz) and YouTube (https://bit.ly/3QxxlSV).

Publisher

Brandon Bowen

Category

business

Language

en

Explicit

No

First episode

20 Feb 2019

Latest episode

6 Oct 2026

Latest episodes

317 episodes in the feed.

1. 

   6 Oct 2026

   What Changes for Your Retirement Savings at Age 59½?

   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 (https://bowenwealth.com/) Follow us on social media: YouTube (https://www.youtube.com/@bowenfinancialgroup1052) | Facebook (https://www.facebook.com/bowenwealth/) | LinkedIn (https://www.linkedin.com/company/bowen-financial-group) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.

2. 

   29 Sept 2026

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

   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 (https://bowenwealth.com/) Follow us on social media: YouTube (https://www.youtube.com/@bowenfinancialgroup1052) | Facebook (https://www.facebook.com/bowenwealth/) | LinkedIn (https://www.linkedin.com/company/bowen-financial-group) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.

3. 

   22 Sept 2026

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

   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 (https://bowenwealth.com/) Follow us on social media: YouTube (https://www.youtube.com/@bowenfinancialgroup1052) | Facebook (https://www.facebook.com/bowenwealth/) | LinkedIn (https://www.linkedin.com/company/bowen-financial-group) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

7,550

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.2 / 5

5 ratings

Podcast Authority Score: 72 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

90

Social presence

0

YouTube

68

Engagement

68

Contact Charleston's Retirement Coach

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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