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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 or call 704-216-2260.

Nov 4, 2021

We all put things off from time to time. When it comes to our finances what should we be addressing sooner rather than later? On today's show, we will be discussing 5 financial topics and whether it is wise to push them off or not.

Are you thinking of deferring taxes on your retirement accounts? Well, this depends a lot on your current tax bracket and marital status. Generally, you want to eliminate consumer debt as soon as you can, but when it comes to debts on your house or car the answer may be different. Do you have estate and legal documents? Are they up to date? This is something you don't want to delay on! We will also be discussing the benefits of delaying social security and the overall importance of having a financial plan.


Key Points:

0:50 – Deferring taxes

3:53 – Eliminating debt

6:11 – Setting up estate and legal documents

9:10 – Delaying Social Security

11:13 – Getting a Financial Plan





Call: 704-216-2260