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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 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.

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 sometimes controversial.

Key Points:
0:38 - Some of the goals of the podcast.

1:34 - How Trent plans to spice the show up a little bit.

2:06 - Previewing the conversation about annuities.

3:16 - A review of immediate annuities.

7:22 - Brandon introduces us to the fixed annuity.

8:51 - Why it's important to understand the complexities of a variable annuity.

11:13 - The final annuity to explore is an indexed annuity or commonly called a fixed-indexed annuity.

12:13 - Trent gives an example of how an indexed annuity would work in the real world.

14:00 - Why you have to be careful about giving up control for some of the nice benefits of annuities.

14:43 - Trent and Brad give additional examples of where annuities have made sense to include in client portfolios.



Call: 704-216-2260