41 episodes

The BFP University: Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Financial Planning 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 Financial Planning. If you would like to be a guest or ask Trent and Brandon a question, please reach out. Email office@bradshawfp.com or call 704-216-2260.

BFP University: Mind Your Money Trent Bradshaw

    • Business
    • 5.0 • 5 Ratings

The BFP University: Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Financial Planning 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 Financial Planning. If you would like to be a guest or ask Trent and Brandon a question, please reach out. Email office@bradshawfp.com or call 704-216-2260.

    Ep 41: What You Need to Know About Bonds

    Ep 41: What You Need to Know About Bonds

    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 where bonds fall on risk levels, how bonds are related to interest rates, and more. We also address how bonds are responding to the current market.
    Here’s some of what you’ll learn in this episode:
    How do bond funds differ from individual bonds? (4:00) We frequently see people invested in bonds, without realizing they are invested in bonds. (6:16) Are bonds a more conservative approach to investing? (9:33) Contact:
    Website: http://bradshawfp.com 
    Email: office@bradshawfp.com
    Call: 704-216-2260

    • 16 min
    Ep 40: Mailbag – Common Retirement Planning Questions

    Ep 40: Mailbag – Common Retirement Planning Questions

    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 episode, you will learn about different portfolio risk levels, Roth IRAs, and more. If you have any questions you’d like us to answer, feel free to reach out to us.
    Here’s some of what you’ll learn in this episode:
    What age should an aggressive investor start to become more conservative? (1:38) If you are thinking about retiring early, this is what you need to pay attention to. (6:33) What is a reasonable amount of pay for financial advice/management? (13:19) Contact:
    Website: http://bradshawfp.com 
    Email: office@bradshawfp.com
    Call: 704-216-2260

    • 18 min
    Ep 39: Controlling Greed, Fear, and Other Emotions When Planning for Retirement

    Ep 39: Controlling Greed, Fear, and Other Emotions When Planning for Retirement

    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 like hope and joy play in the retirement planning process.
    If you want to better understand and control your emotions to experience a better financial future, then this is the show for you.
    Here’s some of what you’ll learn in this episode:
    How greed has impacted investors over the last decade. (3:33) Fear is a common reaction in investors, but it tends to lead to poor decision making. (6:41) Are you too prideful to accept help that could actually benefit you? (8:46) Contact:
    Website: http://bradshawfp.com 
    Email: office@bradshawfp.com
    Call: 704-216-2260

    • 15 min
    Ep 38: How Procrastination Can Doom Your Financial Future

    Ep 38: How Procrastination Can Doom Your Financial Future

    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 roadblock is, one day you will have to stop procrastinating. The sooner, the better. Let’s explore some of those excuses and why they can be dangerous and talk about how to overcome them.
    Here’s some of what you’ll learn in this episode:
    If your parents didn’t plan for retirement, but they are okay, should you? (1:05) How to filter through all of the noise. (2:19) Are finances stressing you out? (4:09) Contact:
    Website: http://bradshawfp.com 
    Email: office@bradshawfp.com
    Call: 704-216-2260

    • 12 min
    Ep 37: Going Against the Grain

    Ep 37: Going Against the Grain

    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 individual situation.
    On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.
    Here’s some of what you’ll learn in this episode:
    What is the appropriate amount of risk for a retiree? (1:10) How should you best utilize life insurance? (3:24) Learning to handle debt and freeing up your cash flow. (6:05) Should you pay off your house early? (7:43) Contact:
    Website: http://bradshawfp.com 
    Email: office@bradshawfp.com
    Call: 704-216-2260

    • 17 min
    Ep 36: Planning for Retirement’s Uncertainties

    Ep 36: Planning for Retirement’s Uncertainties

    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 these different factors?
    In this episode, we will try to prepare you for some changes you may encounter in your financial plan over the years.
    Here’s some of what you’ll learn in this episode:
    Navigating interest rate and inflation changes. (2:24) How to prepare for future tax rates during historical lows. (4:47) Year-to-year stock market returns fluctuate, but over time the market usually turns upwards. (5:47) Planning for Social Security and changes that may come up. (6:32)  
    Contact:
    Website: http://bradshawfp.com 
    Email: office@bradshawfp.com
    Call: 704-216-2260

    • 12 min

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