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.
Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retire…
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree…
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes.
In this episode, …
In this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages. Whether you're a pre-retir…
Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also know…
Picture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It h…
Celebrate the spirit of the month with our latest episode as we tackle the concept of financial independence. While the American colonists fought for freedom from British rule, we're here to discus…
Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the exci…
In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. A…
Join us as we dive into the commentary surrounding the series of 2023 bank collapses that have shaken the financial world. Notable institutions such as Silicon Valley Bank, Credit Suisse, and First…
Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them…
Medicare can be a confusing topic, especially for those approaching retirement. As a complex government system with numerous moving parts, it's essential to understand the basics before making any …
Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. In this episode, we'll point o…
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be…
Few things in our life stir up as much emotion as our finances do, and those feelings can be all over the board. The strongest emotion, however, is fear and it drives many of our decisions with money…
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. It builds on the original legislation that took effect at the beginning of 2020, but this latest …
Too many folks misunderstand bonds, how they work, and what role they play in a proper financial plan. We’ll address some of those bond-related issues on today’s show.
In this episode, you will learn…
We try our best to cover common retirement planning topics, but sometimes it helps to hear directly from our audience. Today we will be answering mailbag questions from clients/listeners.
In this epi…
On this episode, we’re going to share stories with you of times when emotions like fear, greed, and pride led someone astray in their financial decisions.
We’ll even cover the role positive emotions …
People have many reasons for procrastinating when it comes to putting a retirement plan together. Some people struggle with perfectionism. Others are avoidant due to stress.
No matter what your roadb…