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The Healthy Wealth Experience - Where Financial Success Meets Personal Wellbeing Host Chris Hall combines 30+ years in finance with wellness expertise to help entrepreneurs and professionals build wealth without sacrificing their health. From investment strategies to money management, we offer advice to make financial success more sustainable. New episodes every week 📈 Market Analysis with a Wellness Twist 💪 Entrepreneur Health & Wealth Stories 🎯 Practical Money + Mindset Strategies Join 323 ...
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Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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In this powerful and insightful conversation, Rich Franklin dives into his extraordinary transformation from a math teacher to a UFC champion and, now, a respected leader at ONE Championship. He breaks down the evolution of MMA, the importance of strategic thinking, and why preparation, film study, and understanding opponents can make or break a fi…
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ The smartest retirees all have one thing in common… they know how to ask better questions. In this episode, Dennis breaks down how the wording, focus, and intent behind your questions can completely change the quality of your retirement …
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Is your financial advisor still the right coach for your retirement? Brandon Bowen breaks down the warning signs that it’s time for a second opinion, from outdated strategies to poor communication. Learn how to spot red flags, ask the right questions, and make sure your retirement plan is truly working for you. Like what you hear? Get a second opin…
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​⚠️ IMPORTANT DISCLAIMER: This episode is for informational and entertainment purposes only. The host(s) and guest(s) are NOT financial advisors, attorneys, medical professionals, or licensed experts. You should always consult with a qualified professional before making any financial, legal, or health decisions. Reliance on any information provided…
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ How do you know when a financial advisor just isn’t the right fit? In this episode, we break down five of the biggest red flags people overlook when choosing or evaluating an advisor. Dennis explains why advisor stability matters, the da…
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What if your retirement expenses doubled—would your plan survive? Brandon Bowen explores the paradox of time, inflation, and lifestyle expectations in retirement. Discover why comparing yourself to others can sabotage your financial confidence and learn how a customized playbook can help you plan for rising costs, debt reduction, and steady income.…
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​⚠️ IMPORTANT DISCLAIMER: This episode is for informational and entertainment purposes only. The host(s) and guest(s) are NOT financial advisors, attorneys, medical professionals, or licensed experts. You should always consult with a qualified professional before making any financial, legal, or health decisions. Reliance on any information provided…
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Getting married later in life means you’re combining lives but not necessarily combining finances. How do you build a retirement plan together when you’ve both already built your own? Dennis answers a listener’s question about navigating…
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What happens when layoffs or retirement loom and your financial future feels uncertain? Brandon Bowen discusses how to hit pause, reassess your plan, and navigate the emotional and practical shifts that come with leaving the workforce. From managing income and healthcare to redefining purpose and building a customized retirement playbook, this epis…
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​⚠️ IMPORTANT DISCLAIMER: This episode is for informational and entertainment purposes only. The host(s) and guest(s) are NOT financial advisors, attorneys, medical professionals, or licensed experts. You should always consult with a qualified professional before making any financial, legal, or health decisions. Reliance on any information provided…
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Giving Tuesday (Dec 2, 2025) and year-end donations are right around the corner. But before you hit that “donate” button, let’s talk about how to give with both your heart and your head, because generosity feels even better when it’s part of a plan. Dennis breaks down the “why, when, how much, and what” of charitable giving and how to make your gen…
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What should you do with your 401(k) when you retire—and how do you turn that nest egg into reliable income? This episode explores the crucial decisions facing new retirees, from rolling over your 401(k) to an IRA, to consolidating accounts, and analyzing payout options. Brandon Bowen shares real stories of clients who found confidence and freedom b…
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​⚠️ IMPORTANT DISCLAIMER: This episode is for informational and entertainment purposes only. The host(s) and guest(s) are NOT financial advisors, attorneys, medical professionals, or licensed experts. You should always consult with a qualified professional before making any financial, legal, or health decisions. Reliance on any information provided…
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Is having more than one financial advisor a smart move or a recipe for confusion? Today, Dennis breaks down the motivations behind splitting assets between multiple experts and highlights the common pitfalls of this approach. You’ll also…
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What happens when raising parents becomes life’s toughest challenge? Brandon Bowen explores the realities of caregiving for aging loved ones, from unexpected expenses and emotional stress to the impact on your own retirement plans. Hear real stories, practical strategies, and why putting your financial mask on first is essential for supporting thos…
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​⚠️ IMPORTANT DISCLAIMER: This episode is for informational and entertainment purposes only. The host(s) and guest(s) are NOT financial advisors, attorneys, medical professionals, or licensed experts. You should always consult with a qualified professional before making any financial, legal, or health decisions. Reliance on any information provided…
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Fidelity just released their 2025 Retiree Health Care Cost Estimate, and the number is staggering: $172,500 for a 65-year-old retiring today. The bigger problem? One in five Americans haven’t even thought about health care costs in retir…
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Is your retirement plan a tangled web of accounts, tax statuses, and unanswered questions? Brandon Bowen breaks down the complexity of modern retirement, from consolidating old 401(k)s and IRAs to tackling tax strategies and portfolio risk. Discover why a customized blueprint is essential and how thoughtful planning can help you navigate the financ…
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​⚠️ IMPORTANT DISCLAIMER: This episode is for informational and entertainment purposes only. The host(s) and guest(s) are NOT financial advisors, attorneys, medical professionals, or licensed experts. You should always consult with a qualified professional before making any financial, legal, or health decisions. Reliance on any information provided…
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ According to recent surveys, the emotional and financial burden of paying for college often exceeds expectations. In this episode, Dennis unpacks the tough trade-offs parents face when trying to help their kids through school without sac…
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Are retirement fears keeping you up at night—even with a healthy nest egg? This episode explores why Gen Xers and others worry about outliving their savings, market crashes, and income gaps. Brandon Bowen breaks down the power of asset allocation, the difference between passive and active management, and how a portfolio “X-ray” can reveal hidden ri…
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​⚠️ IMPORTANT DISCLAIMER: This episode is for informational and entertainment purposes only. The host(s) and guest(s) are NOT financial advisors, attorneys, medical professionals, or licensed experts. You should always consult with a qualified professional before making any financial, legal, or health decisions. Reliance on any information provided…
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ After years of being overlooked, bonds are back in the spotlight, and investors want to know if now’s the time to buy. Dennis breaks down how bonds really work, what’s driving today’s yields, and why they might deserve a bigger role in y…
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Could a new tax law change your retirement strategy? Brandon Bowen explores the impact of the One Big Beautiful Bill Act, revealing how new deductions, Roth conversions, and charitable moves can reshape your nest egg. Learn why timing matters, how income thresholds affect your benefits, and why Social Security filing is more complex than you think.…
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​⚠️ IMPORTANT DISCLAIMER: This episode is for informational and entertainment purposes only. The host(s) and guest(s) are NOT financial advisors, attorneys, medical professionals, or licensed experts. You should always consult with a qualified professional before making any financial, legal, or health decisions. Reliance on any information provided…
  continue reading
 
Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ According to recent surveys, the emotional and financial burden of paying for college often exceeds expectations. In this episode, Dennis unpacks the tough trade-offs parents face when trying to help their kids through school without sac…
  continue reading
 
​⚠️ IMPORTANT DISCLAIMER: This episode is for informational and entertainment purposes only. The host(s) and guest(s) are NOT financial advisors, attorneys, medical professionals, or licensed experts. You should always consult with a qualified professional before making any financial, legal, or health decisions. Reliance on any information provided…
  continue reading
 
Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Well, you’re retired. Now what? Some people subscribe to the “first year rule,” which says that the majority of your best retirement months will take place in the first year. So how can you be strategic during that time and set the tone …
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How do you turn your savings into a steady paycheck after work ends? Charleston’s retirement coach Brandon Bowen explains the shift from traditional pensions to DIY retirement, sharing strategies for creating protected income and balancing risk. Discover why knowing your monthly number and dialing in the right mix of guarantees and growth is the ke…
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​⚠️ IMPORTANT DISCLAIMER: This episode is for informational and entertainment purposes only. The host(s) and guest(s) are NOT financial advisors, attorneys, medical professionals, or licensed experts. You should always consult with a qualified professional before making any financial, legal, or health decisions. Reliance on any information provided…
  continue reading
 
Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Downsizing may seem like a quick way to cut costs and simplify life, but rising property taxes, insurance rates, and HOA fees can quickly erase any savings. Is downsizing truly the answer, or does it just bring more complications? Today,…
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Are bonds really the answer for every portfolio—or is it time to rethink your strategy? Brandon Bowen tackles conflicting financial advice, challenges blanket statements from gurus like Tony Robbins, and shares a powerful story of rebuilding after a devastating 401(k) loss. Discover why customized planning, trust, and exploring new investment optio…
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​⚠️ IMPORTANT DISCLAIMER: This episode is for informational and entertainment purposes only. The host(s) and guest(s) are NOT financial advisors, attorneys, medical professionals, or licensed experts. You should always consult with a qualified professional before making any financial, legal, or health decisions. Reliance on any information provided…
  continue reading
 
Think Medicare is free once you turn 65? Not quite. Many retirees are shocked to discover IRMAA—the Income-Related Monthly Adjustment Amount—a hidden surcharge that increases your Medicare Part B and Part D premiums if your income crosses certain thresholds. This can quietly shrink your Social Security check by thousands of dollars a year, and most…
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Tired of the market roller coaster? Discover how consistent income streams can bring peace of mind in retirement. Brandon Bowen explains why annuities—especially fixed index annuities—are gaining popularity, and how smart planning can help you avoid “rocking chair regrets.” Hear real-life stories of retirees who travel, support family, and enjoy li…
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​⚠️ IMPORTANT DISCLAIMER: This episode is for informational and entertainment purposes only. The host(s) and guest(s) are NOT financial advisors, attorneys, medical professionals, or licensed experts. You should always consult with a qualified professional before making any financial, legal, or health decisions. Reliance on any information provided…
  continue reading
 
Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ You’ve spent decades building your investment accounts, monitoring the markets, and contributing to your 401(k). That’s great. But here’s the truth: you’re not ready to retire if that’s all you’ve done. Retirement planning isn’t just abo…
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Ready to get off the market roller coaster? This episode explores how “boring” income strategies—like Social Security timing and fixed indexed annuities—can bring steady cash flow in retirement. Brandon Bowen shares real-life stories, debunks annuity myths, and explains why predictable income is the key to enjoying life, traveling, and reducing str…
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In this episode of the Healthy Wealth Podcast, Chris Hall interviews Rich Pinnell, a reverse mortgage expert, to demystify the concept of reverse mortgages. They discuss the misconceptions surrounding reverse mortgages, their benefits, eligibility requirements, and practical applications for seniors. Rich emphasizes the importance of understanding …
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ If your parents passed away relatively young, it’s only natural to wonder whether you’ll follow the same path. And from a financial standpoint, does that change how you should approach things like retirement planning and when to draw Soc…
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Is your retirement income plan built to last? In this episode, Brandon Bowen breaks down the pros and cons of annuities and explains why guaranteed income is the cornerstone of a successful retirement strategy. From fixed indexed annuities to income riders, Brandon shares how to protect your principal, avoid high fees, and create a reliable cash fl…
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🏈 College football recruiting has been COMPLETELY transformed and 247 Sports National Recruiting Editor Brandon Huffman breaks down exactly what parents and athletes need to know in 2025. What You'll Learn: ✅ How NIL deals are reshaping recruitment (and what it means for your athlete) ✅ Transfer portal secrets most parents don't understand ✅ The RE…
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Most people don’t feel wealthy. But what if your day-to-day habits are quietly building serious financial strength? A recent article from Kiplinger outlined five surprising signs that you might be richer than you think. And none of them …
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Is your retirement portfolio riding too heavily on the “Magnificent Seven”? In this episode, Charleston’s Retirement Coach Brandon Bowen breaks down the risks of overconcentration in today’s tech-heavy market and explains how to rebalance for long-term retirement success. From Morningstar risk assessments to rules-based investing with Market Guard,…
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ The kids may be heading back to class, but it’s not a bad time for adults to hit the books too, especially when it comes to retirement. So, let’s test your knowledge with a quick financial pop quiz and see how ready you really are. In th…
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Is the 4% rule outdated? In this episode, Brandon Bowen challenges traditional retirement withdrawal strategies and explores how personalized income planning can unlock more flexibility. From Roth conversions to balancing risk and lifestyle goals, learn how a tailored approach can help you make the most of your savings while supporting the lifestyl…
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Financial advisor Chris Hall interviews 25-year Redding real estate veteran Josh Barker about why local markets react differently to interest rate changes and what's really happening in Northern California real estate right now. 🏠 MARKET REALITY CHECK: Why Shasta County is more interest rate sensitive than Bay Area markets How pandemic buyers from …
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Just because something used to be true doesn’t mean it still is today, especially when it comes to retirement planning. In 2025, rising interest rates, tax uncertainty, and longer life expectancies mean it’s time to rethink some long-hel…
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Financial advisor Chris Hall interviews Redding City Council member Tenessa Audette about the city's financial crisis. A whistleblower's account of budget manipulation, missing transparency, and how your tax dollars are really being spent. SHOCKING REVELATIONS: Budget numbers change mysteriously between meetings with no explanation Finance director…
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