New Podcast Episode 👉 Are you just a number to your financial advisor—or do they actually know your story? Brandon Bowen explores how personalized advice can differ from large firm experiences, especially as you approach retirement.
Listen to Charleston's Retirement Coach wherever you get your favorite podcasts!
Turn your financial resolutions into reality! Visit https://ow.ly/SzPC50Z4JKm and take the first step towards building your retirement game plan in 2026.
Bowen Wealth
Bowen Wealth seeks to protect, grow, and reduce taxes on your wealth.
It is our goal to provide information, education and strategies to ensure our clients and their families have the tools they need to achieve a successful retirement. Specializing in a variety of retirement strategies, let us help you make the best decision for your situation. Whether you currently have an advisor or not, let us provide a "second opinion" and discuss areas where improvements can be made.
What happens when you’re suddenly making financial decisions on your own?
Brandon and Heather talk about a growing reality—more women entering retirement solo—and why having a plan matters more than ever.
🎧 Listen to Charleston's Retirement Coach on your favorite podcast platform to hear the full conversation.
06/01/2026
As retirement gets closer, the focus starts to shift from how much you’ve saved to how that money will support you over time. Income planning plays an important role in that transition.
📞 Have questions? Give us a call at (843) 203-2030 or visit bowenwealth.com to learn more.
You don't want to miss this candid, one-on-one conversation with Candace Owens. We discuss overcoming the victimhood mentality and taking control of your life.
Watch the full interview on our YouTube channel: https://www.youtube.com/watch?v=aQ5BDaHqQ-4
New Podcast Episode 👉 Brandon Bowen explores the emotional shift from earning a paycheck to relying on your savings for income. He discusses how identity, market uncertainty, and fear of running out of money can shape retirement decisions.
Listen to Charleston's Retirement Coach wherever you get your favorite podcasts!
Turn your financial resolutions into reality! Visit https://ow.ly/SzPC50Z4JKm and take the first step towards building your retirement game plan in 2026.
05/25/2026
Today, we pause to remember and honor the men and women who gave their lives in service to our country. Their sacrifice will never be forgotten.
💸 What’s the real cost of skipping the right tax strategy in retirement? Brandon breaks it down in this segment of The Money Report — and it might surprise you. 📺
Watch to learn how smart tax planning can protect your income and your future.
New Podcast Episode 👉 What happens when you’re making retirement decisions on your own—and the market feels uncertain? Brandon Bowen discusses the growing trend of solo aging and the financial challenges many individuals, particularly women, face when planning retirement independently.
Listen to Charleston's Retirement Coach wherever you get your favorite podcasts!
Turn your financial resolutions into reality! Visit www.BowenWealth.com and take the first step towards building your retirement game plan in 2026.
05/18/2026
One of the biggest questions people have about retirement is surprisingly simple: How long does my money need to last?
For many, retirement can span 20–30 years — sometimes longer. That means it’s not just about reaching retirement, but planning for the decades that come after. Thinking ahead about longevity, income needs, and flexibility can help set more realistic expectations for what retirement looks like long‑term.
In 15 years as Charleston’s retirement coach, we’ve never seen annuity income opportunities like this.
📈 With today’s interest rates, some annuities are paying massive income streams — but only if they’re structured correctly.
If you own an annuity (or plan to), now is the time to have it reviewed.
📞 Call our office at (843) 203-2030 to schedule your complimentary annuity analysis and make sure you’re getting everything your money deserves.
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Address
302 WIngo Way, Suite 203
Mount Pleasant, SC
29464
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 2:30pm |