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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.

Mar 24, 2022

Some people think they’ll save money doing their financial plan on their own. Others like the challenge or maybe you just don’t know who to trust. So, on today’s episode, we’ll explore some reasons you may really need a financial advisor and the benefit of working with a professional.

Are you a procrastinator? When it comes to finances, we sometimes tend to put it off, but having an advisor can keep you motivated and on track. Maybe you don’t know where to start. While education on finances is getting better, working with your advisor can help you feel confident in your decision-making process. Join us today as we explore the importance of working with an advisor.


Key Points:

0:28 – Are you a procrastinator?

2:55 – No idea where to start

8:09 – You don’t have the time

9:18 – Conflicting opinions out there





Call: 704-216-2260