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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.

Feb 17, 2022

Everyone has questions when it comes to financial planning. So today, we are going to sit down and discuss some common questions we get from our listeners and clients. How much do you need to retire? Well, it’s going to depend on your retirement goals. Will you travel, remodel the house, or cut down on big purchases?

When it comes to your emergency fund, how much is enough? You want to have 3 to 6 months of liquid living expenses. Where does the money in your 401(k) go after you retire? You have options here, so discuss what’s best for you with your advisor. Join us today as we explore these questions and more.


Key Points:

0:54 – “How much do I need to retire?”

2:33 – “Am I okay with the savings I have or do I need more?”

4:40 – “How much should I have in my emergency fund?”

7:47 – “What happens to the money in my 401(k) after I retire?”

9:34 – “I’m getting a divorce; how do I start my financial plan?”

12:29 – “I want to help my daughter start saving; where should I start?”

14:23 – “I don’t think I’ll live long; should I take Social Security as soon as possible?”

16:13 – “Should we downsize or keep the house?”





Call: 704-216-2260