The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. If you would like to be a guest or ask Trent and Brandon a question, please reach out. Email [email protected] or call 704-216-2260. Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Bradshaw Rogers Financial Partners and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.
You’ve heard about the “One Big Beautiful Bill,” but let’s get to what really matters: your questions. In this listener mailbag episode, Trent and Brandon tackle real concerns from clients and pre-re…
Big tax law changes always bring big rumors. But before you assume Social Security is now tax-free or that you’re getting a $40K deduction just for breathing, let’s set the record straight on what th…
A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we’re focused on what it means for your retire…
Today, we’re talking about Type A personalities. If you’re driven, competitive, and goal-oriented, then you’re part of the club that often struggles during difficult markets. When things get tough, y…
Market dips can rattle even the most seasoned investors. In this episode, Trent and Brandon tackle some of the most common questions they're hearing from clients right now. From pre-retirees worried …
Retirement isn’t a full stop- it’s a new chapter! For many, it’s not about doing nothing; it’s about doing something different. Whether it’s boredom after the first six months, the desire to stay act…
Graduation season is an exciting milestone, not just for the grads, but for parents and grandparents who have supported them along the way. Today, Trent and Brandon share practical ways you can help …
Mother’s Day may have passed, but there’s still time to give a gift that truly matters- helping ensure the important women in your life are financially strong for years to come. While money conversat…
When the market is crashing, it's easy to feel like you're the only one who's ever felt this anxious. But the truth is, some of the greatest investors in history have lived through chaos, and they le…
The Masters is a beautiful reminder of how much strategy, patience, and long-term focus go into a great round of golf. Turns out, retirement planning works the same way. In this episode, Trent and Br…
The thing about assassins in the real world is that they’re sneaky and you don’t see them coming. And the assassins in the retirement planning world are exactly the same way. Let’s talk about some of…
If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets we…
Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In today’s episode, Trent and Brandon discuss 5 common financial blunders to avoid during th…
A recent article on Fortune highlights a growing trend among baby boomers: continuing to work well into their 60s and 70s. Surprisingly, this not out of necessity, but for the mental stimulation, soc…
As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the ne…
Kick off the New Year by gaining valuable financial insights. In this episode of the Mind Your Money podcast, Trent and Brandon dive deep into listener questions covering a wide range of topics.
Join…
You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little b…
In this episode of Mind Your Money, Trent and Brandon cover a few different topics. First, they explore the pros and cons of using dividend-paying stocks as a retirement income strategy. They’ll also…
Congressman Brendan Boyle recently asked the Congressional Budget Office to study the potential impact of raising the full retirement age for Social Security from 67 to 69. While this change is purel…
We talk a lot about the Fed on this show- and for good reason. While elections can have an impact on your investments, what the Fed does next might matter even more. In today’s episode, we’re diving …