Mind Your Money with Bradshaw Rogers Financial Partners

Trent Bradshaw
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Mind Your Money with Bradshaw Rogers Financial Partners

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 office@bradshawfp.com 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.

  1. OCT 3

    The Magic 8 Ball’s Guide to Retirement Planning

    Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball have to say about these common retirement questions if it had the wisdom of a financial advisor?   Here’s some of what we discuss in this episode: “Should I start saving for retirement now?” “Is 1 million dollars enough to retire?” “Will my retirement plan be affected by future changes in tax laws?” “Should I consider working with a financial professional as I near retirement?”   Contact: Website: http://bradshawfp.com  Email: office@bradshawfp.com Call: 704-216-2260

    11 min

  2. SEP 19

    Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning

    Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning. How do you know how much income you’ll need when you retire? How do you know if an advisor is a good fit for you or not? Tune in as Trent and Brandon answer these questions and more on this week’s episode of Mind Your Money!   Here’s some of what we discuss in this episode: How do you know how much income you’ll need when you retire? How do you know how much money you should have in your savings account? How do you know how much risk you should be taking with your investments? How do you know if an advisor is a good fit for you or not? How do you know how long your retirement savings need to last?   Contact: Website: http://bradshawfp.com  Email: office@bradshawfp.com Call: 704-216-2260

    16 min

  3. SEP 5

    The Personal Side of Trent and Brandon

    We’re going to do something a little different on this episode of the podcast. Instead of diving into important financial planning topics, Trent and Brandon and are going to take a personal approach. This episode is all about getting to know the personalities behind the financial expertise, and it’s filled with fun and candid conversations that will make you feel like you’re chatting with old friends. Let’s have some fun talking about our favorite seasons, the best local breakfast spots, the great debate between the beach or the mountains, and more. We hope this episode gives you a glimpse into our lives and interests beyond the everyday work we do as financial planners. If you have any opinions to share, let us know!   Here’s some of what we discuss in this episode: Trent and Brandon’s favorite seasons. A deep dive into some food takes, from the best breakfast places to their favorite things to cook. The great beach vs. mountains debate. Passions outside of financial planning.   Contact: Website: http://bradshawfp.com  Email: office@bradshawfp.com Call: 704-216-2260

    11 min

  4. AUG 15

    How Kids and Grandkids Impact Our Finances and Retirement

    Children and grandchildren are a gift to many but they also introduce a unique set of financial responsibilities and questions that you may not have otherwise faced. In today’s episode, we explore how these family dynamics impact your financial planning, especially when it comes to legacy and long-term care. Join Trent and Brandon as they dive into the most common scenarios where future generations influence retirement planning. They’ll cover topics such as managing finances in a blended family, creating lasting legacies, and finding the right balance between retirement goals and family needs. Don’t miss these valuable insights from the Mind Your Money podcast!   Here’s some of what we discuss in this episode: Life insurance as a means to transition assets from one generation to the next Aging parents counting on their children to take care of them later in life Handling the finances of blended families Lending money to children   Contact: Website: http://bradshawfp.com  Email: office@bradshawfp.com Call: 704-216-2260

    15 min

  5. AUG 1

    Saving For Your Child’s Education

    Saving for your child’s college education is a major financial undertaking, and it can be hard to know exactly where to start. With costs rising faster than regular inflation, early planning is crucial. Luckily, Trent and Brandon are here to help guide you and explain the options you may have to start saving up for your child’s future. Listen in as the duo explores the current costs of college tuition, when you should start saving for your child’s education, and what plans exist to help put you on the right path. They’ll also share some common questions they receive from parents and grandparents about college planning. If you have any additional questions about this process, don’t hesitate to reach out to Trent or Brandon for professional insights!   Here’s some of what we discuss in this episode: Tuition costs in 2024 How early you should start saving for your child’s college education 529 plans and alternative savings options Reducing the cost of college   Contact: Website: http://bradshawfp.com  Email: office@bradshawfp.com Call: 704-216-2260

    17 min

  6. JUL 18

    Lies You May Be Telling Yourself in Financial Planning

    There are some lies that people commonly tell themselves when it comes to financial planning. For example, are you guilty of telling yourself that you’re too young to start saving for retirement? Or that it’s safer if you keep your money in cash? Then this is the episode for you! Join Trent and Brandon as they dive into some common lies that people tell themselves when it comes to their finances. They discuss how anyone can benefit from investing, the long-term advantages of starting to save for retirement early, and the importance of having a trusted financial advisor. Some of these items could be severely holding you back, so stay tuned!   Here’s some of what we discuss in this episode: How everybody can utilize investing. You’re never too young to start saving for retirement. Keeping both partners in a marriage informed on finances. Accounting for inflation in retirement. The value of having a financial advisor.   Contact: Website: http://bradshawfp.com  Email: office@bradshawfp.com Call: 704-216-2260

    13 min
  7. Avoid These Mistakes When Choosing a Financial Advisor

    JUL 2

    Avoid These Mistakes When Choosing a Financial Advisor

    Are you confident in your choice of financial advisor? In our latest episode of the Mind Your Money podcast, Trent Bradshaw and Brandon Rogers from Bradshaw Rogers Financial Partners discuss the common mistakes people make when selecting a financial advisor. Learn about the importance of understanding advisor compensation, the pitfalls of trusting big brand names, and the significance of checking credentials and fiduciary status. Don’t miss these valuable insights to help you make informed decisions about your financial future.   Here are some of the excuses we’ll discuss in the episode: Not understanding how the advisor gets paid Putting too much trust in a recognizable national brand name Nodding and smiling instead of asking for clarification on things you don’t understand Working with someone with the wrong specialty Not checking credentials or the advisor’s background Ignoring the advisor’s fiduciary status Not covering expectations for communication style & frequency Forgetting to ask about the advisor’s network and resources (like estate planning contacts, CPA relation-ships, etc.) Not asking about the advisor’s succession plan Not requesting examples of success stories or references To hear more about these common mistakes and how to avoid them, listen to the full episode of the Mind Your Money podcast.   Contact: Website: http://bradshawfp.com  Email: office@bradshawfp.com Call: 704-216-2260

    15 min

  8. JUN 20

    Combatting Popular Excuses For Poor Financial Decision-Making

    When it comes to managing money, we all have our justifications for the choices we make. However, some of these excuses can lead to poor financial decisions that may affect your future. In this episode, Trent and Brandon share some of the most common excuses they hear and explain why they don’t often hold water. From starting Social Security too early to taking excessive risks with your investments, it's easy to make excuses and hope that they’ll somehow work out in the end. Have you ever made any of these excuses when it comes to your financial decisions? Let’s replace them with actionable strategies to serve you better.   Here are some of the excuses we’ll discuss in the episode: “I paid into the Social Security system and I want to be sure that I get my money before it goes bankrupt.” “I feel like I’m behind in my savings and I need to make up for lost time.” “I lost a lot in the last market crash and I don’t want to go down that road again.” “Financial stuff just really isn’t my thing.” “I’ve been working with him for a long time and I don’t want to hurt that friendship.”   Contact: Website: http://bradshawfp.com  Email: office@bradshawfp.com Call: 704-216-2260

    11 min
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Ratings & Reviews

5
out of 5
6 Ratings

About

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 office@bradshawfp.com 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.

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