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Charleston's Retirement Coach

Jan 22, 2021

So, you've saved a large amount of money for your retirement.  That's great.  So, how do you keep it from being overtaxed by the government if you're worried about a tax increase in the future?  Brandon explains strategies to keep as much away from the government and more in your account.  


Jan 15, 2021

Do you have a lot of cash just sitting in the bank doing nothing?  You're not alone.  Many people are hoarders because of fear of the unknown or even not sure what to do with it.  Brandon offers his advice on what you can and should do with it.  Also, all this hoarded cash quite possible could help you retire earlier...


Jan 8, 2021

When the DOW hit an all time high recently, is it time to seriously think about the risk you're taking in the market?  Should you leave your money in the market or should you scale down your nest egg?  Brandon explains what your options are.


Dec 17, 2020

Many people handle all their financial decisions.  And that's okay.  But are you totally confident that you know everything there is to know about it?  Would you install  your own swimming pool or a palm tree in your yard with minimal knowledge of how to do that?  Brandon talks about why you should hire a professional...


Dec 11, 2020

You've worked had for your retirement nest egg.  Can you trust a young financial advisor?  Why would you?  Brandon explains that it's simple...technology.  He'll also delve into the reasoning for this and how it makes sense.