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 econ

Mind Your Money with Bradshaw Rogers Financial Partners is a business podcast hosted by Trent Bradshaw, with 121 episodes on record and a Required Pod Score of 80.

Trent Bradshaw hosts Mind Your Money with Bradshaw Rogers Financial Partners, a business show with 121 episodes published.

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  Mind Your Money with Bradshaw Rogers Financial Partners

  Mailbag: Family Finances, Social Security & Taxes

  Sep 17, 202619 min

  Money questions are rarely as simple as they sound. In this mailbag episode, Trent and Brandon unpack everyday financial dilemmas and reveal the deeper planning issues hiding underneath. You'll hear how decisions in one area can quietly ripple across the rest of your financial life. Tune in to hear how a more holistic view can turn confusing questions into confident choices. Here's some of what we discuss in this episode: ⏳ Social Security: Why claiming decisions should be based on lifetime income Inherited IRA : Understanding why some inherited accounts require distributions 10-Year Rule: Planning withdrawals so taxes aren't concentrated into one year ❤️ Family Support: Helping an adult child without jeopardizing your own retirement Real Estate: Comparing direct property ownership with REIT investing Retirement Taxes: Planning withholding and estimated payments after leaving work Income Planning: Coordinating retirement account withdrawals with taxes Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260

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  Mind Your Money with Bradshaw Rogers Financial Partners

  What's Your Number? A Net Worth Reality Check

  Sep 10, 202617 min

  Net worth can be a useful financial snapshot, but the headline number doesn't always tell you how prepared you are for retirement. Trent and Brandon explain what belongs in the calculation and why liquidity matters just as much as the total value of your assets. Your net worth tells you what you own today, but the bigger question is whether those assets can support the life you want tomorrow. Here's some of what we discuss in this episode: Net Worth: Understanding what the number actually represents Financial Assets: Counting cash, retirement accounts, investments, and insurance values ➖ Debt Impact: Subtracting mortgages, loans, credit cards, and other liabilities Age Comparisons: Looking at average and median net worth across different age groups Spending Needs: Why lifestyle costs help determine how much wealth Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260

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  Mind Your Money with Bradshaw Rogers Financial Partners

  The Honor and the Headache of Being an Executor

  Sep 3, 202613 min

  Being named the executor of someone's will can feel like an honor. It can also feel like a lot of pressure. It's more than handing out inheritances. It's paperwork, accounts, taxes, property, creditors, and sometimes family dynamics, stretched out over months or even years. A lot of clients end up in this role without ever planning to, and we're often the first call they make. Today, we talk through how we help. We're not estate attorneys, and we're not trying to be. But when a client is staring down this role for the first time, having someone who can help them make sense of it makes a real difference. Here's some of what we discuss in this episode: Getting Started : Understanding the scope of responsibility Choosing Executors: Making sure the right people are named Backup Plans: Why alternate decision-makers matter Advisor Support: Helping executors stay organized ⏳ Take Your Time: Why the process shouldn't be rushed Legal Documents: Wills, powers of attorney, and healthcare directives Family Preparation: Reducing the burden on loved ones Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260

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  Mind Your Money with Bradshaw Rogers Financial Partners

  Woody, Buzz, and Your Retirement Plan

  Jul 23, 202611 min

  The original Toy Story came out 30 years ago, which means some of you took your kids to see it in theaters. Now you can bring your grandkids to see the latest one. Before you do, we thought it would be fun to revisit some of the iconic moments from the franchise and see what they say about your retirement. Thirty years later, Toy Story still gets something right — the best adventures are the ones you don't face alone. Here's some of what we discuss in this episode: Toy Story Lessons: Classic movie moments reveal financial wisdom Buzz's Optimism : Pair big goals with long-term preparation Woody's Reality : Accept retirement's financial and personal changes Falling With Style : Strong markets are not a strategy Trusted Community : Good planning depends on lasting relationships Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260

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  Mind Your Money with Bradshaw Rogers Financial Partners

  Financial Freedom: 4th of July Lessons for Your Money

  Jul 2, 202611 min

  What do hot dogs, fireworks, and small-town parades have to do with building wealth? More than you might think. In this special Fourth of July episode, Trent and Brandon use some of America's favorite Independence Day traditions to illustrate timeless financial planning principles. From emergency funds to protecting the people you love and pursuing financial independence, these holiday traditions offer practical reminders for building a stronger financial future. Here's some of what we discuss in this episode: 🗽 Financial Independence – Building the freedom to live on your terms 🇺🇸 Long-Term Discipline – Why patience creates lasting financial success 🎆 Market Volatility – Staying calm when markets become unpredictable 🌭 Emergency Fund Basics – Why every financial plan needs dependable reserves 🎉 Family First – Planning for the people who matter most Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260

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