Bowen Wealth

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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.

10/17/2026

The goals for your money can change when you enter retirement.

On this week’s podcast, Brandon discusses why retirement planning often shifts the focus from accumulation to income, while also considering risk, taxes, and how your needs may change throughout retirement.

The goal is to build a strategy around the income you’ll need and prepare for the different seasons that may lie ahead.

🎧 Listen to Charleston's Retirement Coach on your favorite podcast platform!

10/14/2026

Are there year-end tax planning opportunities you could be overlooking?

On this week’s podcast, Brandon discusses why the final months of the year can be an important time to review your retirement strategy, including whether a Roth conversion may make sense based on your individual tax situation.

🎧 Listen to Charleston's Retirement Coach on your favorite podcast platform!

10/12/2026

🏡 Planning Your Retirement Legacy
Retirement isn’t just about relaxing—it’s about leaving a lasting impact.
Brandon shares how estate planning can help ensure your hard-earned assets benefit the next generation, without unnecessary stress or taxes.

📋 Ready to create a legacy plan that brings added peace of mind to you and your family? Let’s talk.

10/10/2026

What does your retirement paycheck look like?

On this week's podcast, Brandon shares how he helps clients identify their "dignity bucket"—the income needed to cover the essentials and maintain the lifestyle they've worked hard for.

🎧 Listen to Charleston's Retirement Coach on your favorite podcast platform!

10/07/2026

Retirement should be about enjoying life, not spending hours trying to figure out what to do with your money.

On this week's podcast, Brandon discusses why retirement planning can feel overwhelming and how getting too much conflicting information can lead to indecision. From investment choices and income strategies to risk and retirement planning, having a clear roadmap can help simplify the process.

🎧 Listen to Charleston's Retirement Coach on your favorite podcast platform!

10/05/2026

đź“ş On this segment of Charleston's Retirement Coach, Brandon breaks down why a tax plan can play an important role in your retirement strategy.

10/03/2026

How much are hidden fees costing your retirement?

On this week's podcast, Brandon uses a simple analogy to explain why two investment options can take very different paths to the same destination. Just like some vehicles use more fuel than others, some investments may carry costs that can impact long-term results.

🎧 Listen to Charleston's Retirement Coach on your favorite podcast platform!

09/30/2026

Have you ever wondered what's really inside your 401(k)?

On this week's podcast, Brandon discusses a trend he's seeing more often: investors assuming their retirement accounts are on track, only to discover they haven't taken a close look under the hood in years.

🎧 Listen to Charleston's Retirement Coach on your favorite podcast platform!

đź’° What do retirees actually spend the most money on?Many people assume the biggest retirement expense is travel. In real...
09/28/2026

đź’° What do retirees actually spend the most money on?

Many people assume the biggest retirement expense is travel. In reality, taxes, healthcare, housing, and family support often have a much larger impact.

Swipe through to see the 5 biggest retirement expenses and why preparing for them ahead of time can help you make the most of your retirement years.

👇 Which expense do you think surprises people the most?

09/25/2026

đź“ş On this segment of Charleston's Retirement Coach, Brandon shares what it takes to retire with confidence and why having a clear plan can make all the difference.

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

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