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.
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says, it’s about giving the best advice that you can for each individua…
There are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of…
You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact.
But …
Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but you really shouldn’t be when it comes to…
We are opening up the mailbag on today’s show to answer some questions from our clients and our listeners. We’ll explore inheritances, meeting new advisors, and much more.
There are a lot of financial debates and questions out there. Should you always pay off the house as soon as you can or take the mortgage payment into retirement? Some of us assume you don’t need lif…
In some ways, retirement planning is easier than it used to be and in other ways, it’s a lot more complicated. The one thing we can all agree on though is that retirement ain’t what it used to be. Pe…
What red flags do you need to be aware of when it comes to working with an advisor? There are a lot of professionals out there, with different names and designations. So, it’s important to work with …
When saving for retirement there are various tools and vehicles you can invest your money in. Some come with a tax bill now while others will come later. With tax-deferred accounts like a 401(k) or I…
Some people think they’ll save money doing their financial plan on their own. Others like the challenge or maybe you just don’t know who to trust. So, on today’s episode, we’ll explore some reasons y…
Smoke alarms, airbags, and fire extinguishers are all things that don’t really matter until they absolutely do. On rare occasions that you need these items, you’ll be really glad that you have them. …
Everyone has questions when it comes to financial planning. So today, we are going to sit down and discuss some common questions we get from our listeners and clients. How much do you need to retire?…
You’ve probably heard about the big changes we’ve seen in the job market recently and what’s being called “The Great Resignation.” If you are thinking about changing careers, taking a break from work…
There are a lot of economic predictions for 2022 floating around. What do Trent and Brandon think of these predictions? Are they likely to come to fruition? Some predictions see GDP growth while othe…
As 2021 draws to an end, let's consider some money resolutions we can take on in the new year. On today's episode, we will go over 22 money resolutions you can make in 2022. Some are quick and easy, …
We all put things off from time to time. When it comes to our finances what should we be addressing sooner rather than later? On today's show, we will be discussing 5 financial topics and whether it …
You’ll want to keep an eye out for red flags in your financial plan to address them as soon as possible. But sometimes we don’t necessarily know what kind of warning signs we are looking for. Maybe y…