Preview Mode Links will not work in preview mode

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.

Dec 9, 2021

As 2021 draws to an end, let's consider some money resolutions we can take on in the new year. On today's episode, we will go over 22 money resolutions you can make in 2022. Some are quick and easy, like checking your credit. While others will be great to do with your advisor. We will discuss reducing your debt, budgeting, consolidating accounts, auditing your insurance, and more!


Key Points:

0:43 – Reducing your debt

1:09 – Boost retirement savings

1:46 – Prepare for the unexpected

2:14 – Don’t overreact to headlines

2:52 – Look at a budget or spending plan

3:05 – Meet with an advisor

3:26 – Check your beneficiaries

3:46 – Have tough conversations

4:16 – Audit your insurance

4:39 – Think about refinancing

5:04 – Organize your finances

5:37 – Check your credit

6:08 – Evaluate your fees

6:37 – Share your knowledge

7:15 – Look for donation opportunities

8:02 – Review your tax bracket

8:26 – Roth conversions

9:03 – Update paycheck withholdings

9:28 – Rebalance your portfolio

9:56 – Plan out your retirement

10:31 – Consolidate your accounts

11:08 – Listen to more podcasts!





Call: 704-216-2260