BFP University: Mind Your Money

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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 3: Legacy & Estate Planning

Jan 21, 2021

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 show we discuss some common legacy and estate planning mistakes and how you may be able to avoid those with a proper plan in...

Ep 2: Traditional IRA vs. Roth IRA

Jan 15, 2021

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 Traditional IRA?

4:10 - Required Minimum Distributions

5:09 - What Is A Roth IRA?

8:12 - Power Of...

Ep 1: Annuities 101

Jan 14, 2021

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 real world examples of how annuities get used in client portfolios and also discuss why these products are...