Bowen Wealth

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.

05/27/2026

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.

Today, we pause to remember and honor the men and women who gave their lives in service to our country. Their sacrifice ...
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.

05/22/2026

💾 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. đŸ“ș

Watch to learn how smart tax planning can protect your income and your future.

05/20/2026

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.

One of the biggest questions people have about retirement is surprisingly simple: How long does my money need to last?Fo...
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.

05/15/2026

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.

05/14/2026

Do you really need to hit a specific “magic number” to retire?

On this week’s radio show, Brandon shares a story many people can relate to—someone who thought they had to work years longer, until they stepped back and looked at what they actually needed from retirement.

🎧 Visit bowenwealth.com to find where you can tune in to Charleston's Retirement Coach each week.

05/13/2026

New Podcast Episode 👉 Brandon Bowen breaks down the growing conversation around Roth conversions and why timing plays such a key role. He explains the concept of a “sweet spot” in the mid-to-late 60s and walks through how tax-deferred savings are eventually taxed.

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.

Happy Mother’s Day to the women who do it all. Today we celebrate you and everything you do for the people you love. 💐
05/10/2026

Happy Mother’s Day to the women who do it all. Today we celebrate you and everything you do for the people you love. 💐

05/08/2026

Spin the wheel of retirement 🎡 Brandon tackles your questions in this segment of The Money Report. đŸ“ș

05/06/2026

New Podcast Episode 👉Brandon Bowen breaks down what diversification really means as retirement approaches—and why owning multiple funds doesn’t always equal balance.

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.

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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