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Charleston's Retirement Coach

Jun 19, 2020

It’s hurricane season, and if you live in the Lowcountry… It’s no secret that a direct hit from a hurricane can ruin what you’ve worked so hard for. When you’re in or near retirement, taxes are pretty much a category 5 threat to your portfolio all year. Brandon talks about why taxes will likely go up when you...


Jun 11, 2020

Charleston thrives on hospitality and tourism. From Boeing to hotels, restaurants and airlines… the entire travel industry has been hit particularly hard from the economic downturn. Unfortunately, this has resulted in layoffs and early retirement packages for millions. Brandon explains how to deal with this tough...


Jun 4, 2020

With all of the unrest in our current day to day lives, many claim they’re too busy to worry about issues such as their investments. Brandon reminds us that if we don’t prepare for the “what ifs” of life (health issues, forced early retirement, economic downturns and etc), our future is at risk of...


May 27, 2020

Capitalism is the greatest engine for prosperity and innovation! However, considering the coronavirus pandemic and the stimulus packages that followed… capitalism is probably going to change in our great country moving forward. The national debt is soaring, and Uncle Sam doesn’t typically spend less to fix...


May 14, 2020

When it comes to Social Security, figuring out some the acronyms and terminology can be confusing. On this episode we make understanding the phrases we hear most often a little fun. Brandon gives a very simple explanation of each term, and the reveals the 3 facts you must know about Social Security and your money!