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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.

Oct 7, 2021

With the holidays right around the corner, now is the perfect time to start financially planning for this expensive time of year. The holidays are about being with family, it is okay to set limits on your gift-giving and spending. You'll want to make sure that your plan accounts for things like travel, food, and even healthcare. So today, we are discussing what you can do now to financially prepare.   

 

Key Points:

0:26 – Holiday planning

3:00 – Budgeting around family

3:53 – Setting limits

4:54 – Personalized gifts

5:13 – Planning on traveling

6:29 – Expensive gifts

7:52 – Preparing for healthcare

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260