MLB playoffs are underway. Surprisingly, the strategy that’s involved in baseball is similar to a strategy that can help improve your retirement. Brandon explains the importance of shifting your financial mindset as you transition into the different financial seasons of your life. Want to know about winning when the markets are up, and not losing when their down? Visit www.bowenwealth.com.

Charleston's Retirement Coach

Baseball Playoffs & Your Retirement Plan

Democrats have begun molding bills that would raise taxes to pay for the Biden Administration’s spending plans. Brandon talks about why he anticipates bad news to come regarding our taxes in retirement, and highlights the need to start tax planning now. Do you have a retirement tax plan? Visit www.bowenwealth.com.

Why Put Off Smart Tax Moves? (Hint: You Shouldn’t)

Social Security is upgrading online statements to now include your expected payment each year from age 62 to 70. Brandon shares some client experiences on determining when best to take Social Security, plus ideas on how to fill the income gap for those who decide to delay. Do you have a Social Security strategy? Visit www.bowenwealth.com.

Mind The (Income) Gap

There’s a reason why McDonald’s seems to have such a problem with broken ice cream machines. On this episode, we share that intel and Brandon explains how one big problem in your retirement plan could also create a trickle-down effect, causing the whole thing to breakdown. Avoid a McBroken retirement, and visit www.bowenwealth.com.

Avoid A “McBroken” Retirement

 When your car engine isn’t operating efficiently, you do something about it. But what about your IRA? 34 million of us could improve our 401(k) just by lowering the fees we’re paying. Brandon shares ideas on ways to “tune up” your retirement account. Worried your retirement plan is lacking efficiency? Visit www.BowenFinancialGroup.com. 

Your 401(k) Doesn’t Have A “Check Engine” Light

25% of workers don’t ever want to stop working, but even these people need to have a plan. Brandon explains the importance of having a “retire to something” mentality. Plus, the 4 critical areas everyone needs to have covered for their retirement years. Does your plan include these items? Visit www.BowenFinancialGroup.com.

Retire TO Something, Not FROM Something

There are four basic questions that people commonly ask financial advisors. On this episode, we list them out and Brandon shares how he responds to concerns about news headlines, income, and legacy planning. Got retirement planning questions? Visit www.BowenFinancialGroup.com.

4 Questions Advisors Hear The Most

On this episode, Tim Tebow admits he’s a big believer of "bucket strategies." Plus, if you’re close to retirement, is The Great Resignation a movement in which you should participate? Begin your exit strategy plan, and visit www.BowenFinancialGroup.com.

Should You Partake In The Great Resignation

“Rebalancing” is a term that financial advisors use a lot, but why do we need to do it? Brandon talks about how to know when to rebalance, and how to do it. Worried about the risk you have in your retirement savings? Visit www.BowenFinancialGroup.com.

Why We All Need To “Rebalance”

89% of 401(k) savers wish they had an annuity option in their savings plan, still most plans don’t offer them. Brandon explains ways to create your own guaranteed income streams for retirement. Learn how to create a “DIY pension.” Visit www.BowenFinancialGroup.com.

Retirees Agree: Guaranteed Income Is A Bigger Deal Than They Thought

There are 678 ways to file for Social Security…Translation - Social Security is very confusing. Brandon talks about the 2 biggest SS mistakes he sees people make, and shares ideas on how to avoid these mistakes yourself. Want a complementary Social Security Maximization Report? Visit  www.BowenFinancialGroup.com.

A Rising Inflation Rate Could Help Social Security Recipients

Former major leaguer Bobby Bonilla has been retired for 20 years… and yet, he still gets a $1million check from his old team every July 1st, which is why many now call it “Bobby Bonilla” day. Brandon explains ways to create this kind of income plan for yourself. Learn more about retirement income consistency at www.BowenFinancialGroup.com.

Before Independence Day, There’s Bobby Bonilla Day

Only half of investors routinely rebalance their retirement portfolios. Brandon explains why this practice is critical, particularly for retirees. Need help rebalancing your accounts? Visit www.BowenFinancialGroup.com

Why Rebalancing Is SO Important

President Biden says he want to put a retroactive tax on capital gains to April of 2021. Is there any way to plan for this kind of taxation? And the 1 expense you may never have, but is incredibly expensive if you do. Plan for LTC in a way that won’t waste your money. Learn more at www.BowenFinancialGroup.com

A Retroactive Tax Hike Could Be Coming

 You save and dream about life after you leave the working world behind, but how do you figure out when you can really, really afford to retire? Brandon talks about some “check-list” items you need to address, and the importance of “thinking ahead.” Learn about your “retirement time-frame.” Visit www.BowenFinancialGroup.com 

When Can You RETIRE, Retire

Brandon Bowen is an independent financial advisor that coaches’ individuals 55 and over through every aspect of their investment and retirement planning needs. His passion for providing client-focused solutions and unbiased guidance prompted him to establish Bowen Financial Group over a decade ago, to show you what is possible with your hard-earned retirement money.

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Charleston's Retirement Coach

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