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Bowen Wealth LLC
United States
เข้าร่วมเมื่อ 13 พ.ค. 2020
If you’re lacking focus on the “retire” part of your retirement, Bowen Wealth brings the attention back to you. Emphasizing a variety of investment strategies, our goal is to help minimize losses in down years while offering growth opportunities during good years. When you are ready for a retirement income stream, your money will be available, and you’ll maintain control of your assets. Bowen Wealth is passionate about helping you protect, grow, and reduce taxes on your wealth.
Think it sounds too good to be true? Let’s talk. We’ll show you what’s possible.
Think it sounds too good to be true? Let’s talk. We’ll show you what’s possible.
Finding Comfort in Retirement Planning
In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the importance of understanding personal expenses in retirement planning, the need for effective investment strategies, and the significance of having a well-structured retirement game plan. He emphasizes the balance between growth and protection in investments, the impact of AI on the market, and the necessity of making a big switch in portfolio management as one approaches retirement.
Like what you hear? Get a second opinion today: bowenwealth.com (bowenwealth.com/)
Follow us on social media: TH-cam (www.youtube.com/@bowenfinancialgroup1052) | Facebook ( bowenwealth/) | LinkedIn (www.linkedin.com/company/bowen-financial-group)
See omnystudio.com/listener (omnystudio.com/listener) for privacy information.
Like what you hear? Get a second opinion today: bowenwealth.com (bowenwealth.com/)
Follow us on social media: TH-cam (www.youtube.com/@bowenfinancialgroup1052) | Facebook ( bowenwealth/) | LinkedIn (www.linkedin.com/company/bowen-financial-group)
See omnystudio.com/listener (omnystudio.com/listener) for privacy information.
มุมมอง: 1
วีดีโอ
Decoding the 4% Rule
มุมมอง 1วันที่ผ่านมา
This week, Brandon Bowen discusses the critical aspects of retirement planning, highlighting the common regrets of not saving adequately, the importance of having a personalized retirement plan, and the fears associated with running out of money. The discussion emphasizes the need for a strategic approach to income generation in retirement, the implications of the 4% rule, and the potential for...
Unlocking the Secrets of Lazy Money
14 วันที่ผ่านมา
This week, Brandon Bowen discusses the concept of 'lazy money' in retirement planning, emphasizing the importance of identifying and reallocating funds that are not actively working for individuals. He highlights the significance of having a second opinion on financial strategies and how to prioritize retirement goals to ensure a fulfilling retirement experience. Like what you hear? Get a secon...
Resolutions: Why We Fail and How to Succeed
มุมมอง 121 วันที่ผ่านมา
In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the significance of National Quitters Day, the challenges of sticking to New Year's resolutions, and the implications of early retirement decisions. Like what you hear? Get a second opinion today 👉 bit.ly/3WoNJZT Also on Facebook (bit.ly/3JNq5yz) and TH-cam (bit.ly/3QxxlSV) . See omnystudio.com/listener (omnystudio.com/li...
Making 2025 Your Best Year Yet
หลายเดือนก่อน
This week on Charleston's Retirement Coach, Brandon Bowen reflects on the past year, sharing personal and professional milestones, and discusses the importance of planning for a successful 2025. He emphasizes the need for sustainable goal setting over traditional resolutions, the significance of prioritizing health, and how financial planning can alleviate stress. The conversation also highligh...
Navigating Retirement: The Importance of Personal Touch
มุมมอง 2หลายเดือนก่อน
In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the intricacies of retirement planning, emphasizing the importance of understanding fees associated with financial services, the value of personal relationships in financial advisory, and the emotional aspects of financial planning. He also touches on the significance of setting financial goals, particularly in the contex...
Navigating Social Security: A Comprehensive Guide
มุมมอง 4หลายเดือนก่อน
In this conversation, Brandon Bowen discusses the intricacies of Social Security benefits, emphasizing the importance of timing and strategy in claiming these benefits. He outlines key ages for claiming Social Security, the impact of cumulative earnings, and the complexities involved in navigating the system. The discussion also touches on the current state of Social Security and the need for a...
Thanksgiving and Retirement: A Recipe for Success
มุมมอง 72 หลายเดือนก่อน
This week, Charleston's Retirement Coach, Brandon Bowen, discusses the parallels between preparing for Thanksgiving and planning for retirement. He emphasizes the importance of having a solid plan, assessing current resources, and monitoring progress to ensure a successful retirement. The discussion includes various analogies, including cooking and golfing, to illustrate financial strategies an...
Flexibility in Retirement Plans
มุมมอง 52 หลายเดือนก่อน
This week, Charleston's Retirement Coach, Brandon Bowen, discusses the intricacies of retirement planning, emphasizing the importance of having a solid plan in place as one approaches retirement age. He highlights the need for flexibility in retirement plans, allowing for adjustments based on individual circumstances and desires. The discussion also delves into the significance of legacy planni...
Navigating Financial Waters Post-Election
มุมมอง 22 หลายเดือนก่อน
This week, Brandon Bowen delves into the implications of the recent election on financial markets and retirement planning. He discusses market reactions, predictions for the upcoming year, and the importance of having a solid income plan for retirement. Various client experiences are shared, emphasizing the need for diversified income streams and tax strategies. The discussion also touches on h...
From Chicken Farm to Financial Freedom
มุมมอง 43 หลายเดือนก่อน
This week, Charleston's Retirement Coach, Brandon Bowen, shares his journey from a humble upbringing on a chicken farm in South Carolina to becoming a successful financial advisor. He discusses the influence of his family, the challenges he faced in his career, and the rewarding moments of helping clients achieve their retirement goals. Brandon also opens up about his personal life, including h...
Halloween Fun and Financial Planning
มุมมอง 53 หลายเดือนก่อน
This week, Brandon Bowen discusses Halloween traditions and transitions into the importance of financial planning for retirement, particularly focusing on annuities as a reliable income source. The discussion highlights the benefits of having a structured financial plan, the comfort of initial consultations, and the no-cost approach to financial advice, emphasizing the importance of treating cl...
Building a Robust Retirement Income Plan
มุมมอง 403 หลายเดือนก่อน
This week, Brandon Bowen delves into the complexities of retirement planning, emphasizing the risks of a DIY approach and the importance of professional guidance. He covers essential topics such as tax strategies, Roth conversions, required minimum distributions, and the psychological shift from negative to positive thinking about retirement. The discussion highlights the need for a comprehensi...
The 401(k) Dilemma: Rethinking Retirement
มุมมอง 74 หลายเดือนก่อน
This week, Brandon Bowen discusses the importance of year-end financial planning, particularly focusing on 401(k) strategies and the necessity of having multiple income streams in retirement. He highlights the risks associated with relying solely on traditional retirement plans and emphasizes the need for a diversified income strategy. The discussion also touches on the lessons learned from Tup...
Organizing Your Financial Life for Independence
มุมมอง 44 หลายเดือนก่อน
This week on Charleston's Retirement Coach, Brandon Bowen discusses the origins and implications of the 401(k). He delves into the hidden fees associated with 401(k) plans and the importance of transparency in financial planning. Brandon emphasizes the need for a comprehensive financial strategy, particularly as individuals approach retirement, and the role of financial advisors in helping clie...
Balancing Discipline and Freedom in Retirement
มุมมอง 35 หลายเดือนก่อน
Balancing Discipline and Freedom in Retirement
The Importance of Diversification in Investing
มุมมอง 25 หลายเดือนก่อน
The Importance of Diversification in Investing
The Three Buckets of Retirement Savings
มุมมอง 25 หลายเดือนก่อน
The Three Buckets of Retirement Savings
The Value Of Customizing Your Retirement Plan
มุมมอง 136 หลายเดือนก่อน
The Value Of Customizing Your Retirement Plan
The Importance Of Proactive Retirement Planning
มุมมอง 87 หลายเดือนก่อน
The Importance Of Proactive Retirement Planning
Navigating Legacy Planning: Emotions And Practical Considerations
มุมมอง 27 หลายเดือนก่อน
Navigating Legacy Planning: Emotions And Practical Considerations
Navigating Fees In Retirement Planning
มุมมอง 18 หลายเดือนก่อน
Navigating Fees In Retirement Planning
Converting Pre-Tax Money To Never-Taxed Money
มุมมอง 38 หลายเดือนก่อน
Converting Pre-Tax Money To Never-Taxed Money
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