72 episodes

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.

Mind Your Money with Bradshaw Rogers Financial Partners Trent Bradshaw

    • Business
    • 5.0 • 6 Ratings

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.

    Lies You May Be Telling Yourself in Financial Planning

    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
    Avoid These Mistakes When Choosing a Financial Advisor

    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
    Combatting Popular Excuses For Poor Financial Decision-Making

    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

    • 10 min
    Expectation vs. Reality: The Truth About Retirement Planning

    Expectation vs. Reality: The Truth About Retirement Planning

    Many people have preconceived notions about what retirement should look like. Oftentimes, TV commercials and retirement shows paint this as a time of endless days of relaxation, travel, and leisure. But how realistic is this for you?
    We’ve found that some people just need a reality check when it comes to understanding their retirement. Today, we'll explore why a realistic approach to retirement, inclusive of financial planning and the potential for unexpected challenges, is crucial. Listen in as we chat about managing your expectations, accounting for changing expenses, and being prepared to adjust your plan along the way.
     
    Here’s some of what we discuss in this episode:
    Thinking about what retirement will realistically look like for you Accounting for changing expenses such as health insurance and new spending habits Being prepared to adjust financial plans as unexpected expenses or lifestyle changes arise Not being too proud to ask for help from a financial professional  
    Contact:
    Website: http://bradshawfp.com 
    Email: office@bradshawfp.com
    Call: 704-216-2260
     

    • 10 min
    Getting to Know Trent and Brandon

    Getting to Know Trent and Brandon

    There's something fun about getting to know the people behind the professional titles. So, in today’s episode, Trent and Brandon are taking a break from financial talk to share a bit about themselves. They’ve lined up some unique questions to help you get to know them on a more personal level.
    From childhood mischief to career reflections, Trent and Brandon will share personal stories that shaped their paths and why they're passionate about helping people navigate their financial futures. We hope you enjoy this special edition of the show. We’ll be back with our regularly scheduled financial content in the next episode!
     
    Here are the questions Trent and Brandon answer in today’s show:
    What do you do on your commute to and from work? If you could do it all over again, would you pursue the same career? What’s the worst lie you ever told your parents? What’s your favorite meal? Breakfast, lunch or dinner?  
    Contact:
    Website: http://bradshawfp.com 
    Email: office@bradshawfp.com
    Call: 704-216-2260
     

    • 14 min
    Winning the Financial Triple Crown: Strategies from the Kentucky Derby

    Winning the Financial Triple Crown: Strategies from the Kentucky Derby

    The Kentucky Derby is coming up on May 4th this year. As always, it’ll be a spectacle of speed, strategy, and stunning hats. In this episode, we’ll explore how several intricacies of horse racing intertwine with the journey to crafting a winning retirement plan.
    Learn the importance of a strong support team, protecting your investments, and why a one-size-fits-all approach to financial planning is as outdated as last year's Derby hat. Don't bet on chance; bet on a plan. Grab your saddle and join us at the starting gate as we race toward retirement.
     
    Here’s some of what we discuss in this episode:
    Just as racehorses undergo regimented training, investors need to educate themselves Having solid communication with your team is an important part of the process Understanding the balance of risk and reward + doing your homework before making big investment changes The importance of adaptability and strategies throughout the different phases of retirement planning  
    Contact:
    Website: http://bradshawfp.com 
    Email: office@bradshawfp.com
    Call: 704-216-2260
     

    • 13 min

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