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.
With the holidays right around the corner, now is the perfect time to start financially planning for this expensive time of year. The holidays are about being with family, it is okay to set limits on…
Brandon and Trent are getting personal today with some stories from their careers as financial advisors. It all goes back to their first clients, who taught them the importance of creating a comforta…
Preparing for retirement means running through a checklist of items and making sure you’re ready for everything life throws at you, but many people often make assumptions that just aren’t always true…
Our job as financial advisors is to help clients reach their retirement goals through proper planning and careful execution, but not everything in the financial world operates as we’d like. It’s time…
The pension has long been the key source of income for American retirement plans, but that’s changed over the past decade or two. As the pension disappears, it’s impacting the way people have to save…
The first months under the latest administration in Washington D.C. has already seen a number of changes and proposals laid out that will impact financial planning. Let’s take a look at five of most …
Everyone wants to know when the next market crash is going to happen, but there’s no one with that answer. The better question is what can you do to be prepared for that next crash? Let’s take a look…
Have you thought about what life is going to be like for you in retirement? Is there a particular lifestyle you’re seeking? Not all retirement planning is about the finances. Let’s look at some of th…
Let’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning.
Key Points:
1:18 - Andrew Lloyd Webber
3:1…
Dr. Natalie Atwell joins us on today's show. Dr. Atwell is a Licensed Clinical Mental Health Counselor Supervisor in the state of North Carolina and a Board Certified Professional Christian Counselor…
In this episode, we are joined by Dianna Greene, the owner of Towne and Country Century 21 in Salisbury, North Carolina. Dianna discusses how the current real estate market stands and compares it to …
We invite airline pilot Ron Corriher to the podcast today. Ron has experienced first-hand on how the pandemic has changed the airline industry. We discuss the rules and regulations that have been put…
The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many peo…
You probably heard all about GameStop stock and buzzwords like short squeeze, Reddit’s Wall Street Bets, and hedge funds the last week of January. But what really happened that had all of the financi…
For most people, legacy planning is an uncomfortable conversation to have with their loved ones, but it is vital to get all the details squared away while you are still in good health. On today's sho…
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.
Key Points:
0:31 - What Is A…
On the first episode of the show, Trent and Brad share some of their goals for the podcast and explore the ins and outs of the different types of annuities available to investors. They'll give some r…